Using Automatic Date Off

When you date off a unit at risk (such as a Location, Vehicle, Driver, Additional Interest, or Scheduled Property), the system gives you the option of using Automatic Date Off to date off (or otherwise remove) any or all associated data in the corresponding coverage and underwriting records.

  • For instructions explaining how to date off a single record, click here.
  • For instructions explaining how to date off a multiple policy-level records, click here.
  • For instructions explaining how to date off a multiple client-level records, click here.

How Automatic Date Off works for Single Units

When you date off a unit at risk, click Save, and then select Yes to the Automatic Date Off prompt, the system looks for associated data in the corresponding coverage and underwriting records.

If the system does not find any associated data, you see the message There are no associated items to date off or delete. You can click OK to close the message and complete the save process.

If the system finds associated data, the Prompts page appears. The Prompts page identifies the exact locations in the coverage and underwriting records where information can be dated off, deleted, or erased. You can check off the items that you want the system to remove. (Use the Check All button if you want to place a check mark next to all or most items. You can then remove individual check marks by clicking on them.) When you click OK, the system removes the data described in each item that you checked.

If the item you checked is:

  • A page, the system dates off the page.
  • An item in a grid, the system deletes the item.
  • Data in a field, the system erases the data.

The system creates a history record for each action (if applicable) and completes the save process.

How Automatic Date Off works for Multiple Units

The multiple Date Off option works in much the same way as it does for single units. However, it displays the links for multiple units rather than only one unit, with a different display of linked records.

If you date off a unit that is “linked” to another unit, such as a Location that is linked to AOIs, Commercial Property Coverage, Commercial Property Underwriting and the like, the following prompt appears:

Do you wish to use Automatic Date-Off?

If you click Yes, a Prompts dialog box appears. This dialog box lists a series of questions based on the units you are dating off and the units to which they are linked. Each question is followed by the related units.

For example, the dialog box might have a question as follows, with the following units listed below:

Put a Date-Off on Commercial Property Specific Coverages for:

Location 1

Location 2

Location 3

Location 4

Location 5

All of these Locations

Simply select the items you want to date off, and then click OK.

There are three buttons at the bottom of the dialog box that you can also use:

Click

To

OK

Date off the selected units, once you have selected them.

Check All

Easily and quickly select all the linked units for all dated-off records listed in one action. Then click OK to process the date off.

Cancel

Exit the dialog box without dating off any items.

Use the vertical scroll bar to view and navigate to all the prompts on the dialog box.

Benefits of using Automatic Date Off

Using Automatic Date Off:

  • Saves you time - you do not have to look for and access multiple system locations in order to date off (or otherwise remove) the associated data manually.
  • Helps maintain your database by eliminating data that is no longer valid.

Caution

Once you click OK on the Prompts page, you cannot stop the data removal process. If you inadvertently remove data, you must manually un-date-off pages, re-enter items, etc.