Batch Submissions Selection Page

Use the Batch Submissions Selection Page to obtain a list of all submissions that meet your selection criteria. A selection box of all submissions matching your criteria appears.

From the selection box you can:

  • Select one submission for online viewing, or

  • Print a schedule of all submissions that appear in the selection box.

How to access this page

To access the Batch Submissions Selection Page:

  1. Start at the Sagitta Home Page. Click Other > Miscellaneous.

  2. Select Marketing and Profiling > Batch Submissions Selection List.

Completing sections of this page

The Batch Submissions Selection Page includes two sections.

Use the top section to define your batch submissions selection criteria. From this section, you can specify any combination of the following selection criteria:

  • sequence number range
  • maximum of three insurers
  • maximum of three producers
  • specific client
  • Submission Date range
  • Follow-up Date range
  • Bid Date range

All fields in this section are optional. If you leave all the selection criteria blank, all submissions will appear in the Submissions section of the Batch Submissions Selection Page.

After you define your selection criteria. click Load. A list of all submissions meeting your criteria appears in the Submissions section.

Submissions section

The Submissions section shows a selection box of all submissions meeting your selection criteria. From the selection box, you can:

  • Highlight one submission in the list and click View. A Submission Activity Page appears for the submission record.

From the Submission Activity Page you can change and save the submission, delete the submission, or click Quit to close the Submission Activity Page without processing any changes.

After you change and save, delete, or cancel the submission activity, you return to the Batch Submissions Selection Page.

  • Click Print to request a Schedule Print of Submissions. The schedule includes all submissions that appear in the selection box at the time you select Print.

Required fields

All fields on this page are optional.

Buttons

Click

To

Load

fill the Submissions section selection box with all submissions that meet your selection criteria.

View

access the Submission Activity Page for the highlighted submission.

From the Submission Activity Page you can change and save the submission, delete the submission, or click Cancel to exit the Submission Activity Page without processing any changes.

Print

request a Schedule Print of Submissions. The schedule includes all submissions that appear in the selection box at the time you select Print.

When you click Print, the system stores your current selections so that they pre-fill the next time you access this Report Selection page.

To correct missing or invalid data

If you skipped a required field or entered invalid data, the system displays the message "Errors on Input." See Correcting missing or invalid data.