Other Transaction Maintenance Page
Use the Other Transaction Maintenance page to indicate how the system should process diary items for non-policy, Workflow, Prevail Networks, and TransactNOW transactions (for example, loss notices, claims,general liability certificates, property certificates and Evidence of Insurance forms.) The entries on this page tell the system how to keep track of these types of transactions, based on the:
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type of transaction, and
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division and department with which the transactions are associated.
You can enter diary processing information on the Other Transaction Maintenance page for each of the following transaction types.
The entries you make for each transaction type determine:
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if the transaction should generate a diary, and if so, when the system starts displaying the diary item.
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if you want the system to prompt you before it generates an automatic diary item.
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which document type should pre-fill to the Activity Logs & Letters page when you enter the transaction type.
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Non-Policy Transactions |
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Code |
Transaction Type |
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AUTOID |
Auto ID Card |
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BIND |
Binder |
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CAAID |
Client Access Auto ID Card |
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CACERT |
Client Access Certificates |
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CCHNG |
Commercial Change Request |
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CERT |
Certificate |
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PCERT |
Certificate of Property |
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EPI |
Evidence of Property Insurance |
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LNOT |
Loss Notice |
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LOSS |
Loss (claim) |
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PCHNG |
Personal Change Request |
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SCHI |
Schedule of Insurance |
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Policy Transactions |
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MCHG |
Multiple Changes This code is used to create a diary item when a user signs off or quits from the Associated Policy Units Page without creating multiple Change Requests. If there is no generic Other Transaction record, one is created for it and for those created for division only. The records pre-fill with this transaction code, and a value of 'No' in the Override Days field, a '1' in the Create Memo field, and EN (for endorsement) in the Document Type field. |
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Workflow Transactions |
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PWORK |
Paused Workflows |
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TWORK |
Transferred and Reassigned workflows |
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TransactNOW Transactions |
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TEND |
Endorsement |
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TINQB |
Billing Inquiry |
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TINQC |
Claims Inquiry |
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TINQP |
Policy Inquiry |
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TQUO |
Quote Request |
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Prevail Transaction |
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PREVL |
Prevail Finance Quote |
How to access this page
To access the Other Transaction Maintenance page, follow these steps.
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From the Sagitta Home Page, click Other.
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Select Personalization > System > Other Transaction Maintenance.
Page sections
This page has two sections one for non-policy and TransactNOW transactions. For instructions on completing this page for TransactNOW transactions, see Completing the TransactNOW Section - Other Transaction Maintenance Page
Field entries
Division and Department - use the following table as a reference for completing the Division and Department fields.
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To apply diary information to |
You should |
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All divisions and departments |
Leave both the Division and Department fields blank. |
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One specific division and department |
Complete both the Division and Department fields. You can use the Lookup icon to Search for valid Division/Department codes. |
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A specific division and all departments within the division |
Complete the Division field only. You can use the Lookup icon to Search for a valid Division code. |
Complete the following fields for each transaction type listed on the Other Transaction Maintenance page.
Create Memo (# of Days) - the number of days, if any, between the transaction entry date and the date the diary item appears. Enter 0 (zero) or leave blank if you do not want to create an automatic diary item for the transaction type.
Override Days Y/"" - select Yes or Blank (No) for allowing users to change the number of days for creating a diary item when you enter a transaction. Use the drop-down list to select one of these options.
Document Type - the document type that pre-fills to the Memos Letters page when you enter the transaction type. You can use the Lookup icon to Search for a valid document type.
Title Bar Menu and Load Button
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Click |
To |
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Save or ALT+S |
Save the Other Transaction Maintenance page after you complete all required fields. |
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Quit or ALT+Q |
Exit the Other Transaction Maintenance page without saving any data. |
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Load |
Load the existing transaction maintenance data for the Division/Department combination entered. |