Allow Personnel Edit in Policy Personnel Grid

In previous versions 23R3 to 24R2, the "Edit Personnel" button was hidden in the Policy Personnel grid to prevent users from updating employee commissions.

With this release, the button has been reinstated, with the Employee Commission section hidden in the Edit, Replace, and New personnel forms.

Value: This allows users to change additional personnel to the primary on a policy while maintaining the privacy of commission information.

Workflow:

  1. Navigate to the Personnel section of a policy.

  2. Select New, Edit, or Replace for any personnel.