Evidence of Property Selection Grid

The Evidence of Property Selection grid is the starting point for all Evidence of Property activity, including starting the EPI Wizard.

From this page, you can create an EPI (Evidence of Property) Template, to which you can attach other EPIs and Additional Interests.

You can create Evidence of Property (EPI) forms at both the Client and Policy level by selecting one of the following options:

ACORD 27 Evidence of Property or
ACORD 28 Cmml (Commercial) Evidence of Property

from the Forms menu at either level.

When you select either option from the Client or Policy Level, the Evidence of Property Selection (or for Commercial policies, the Comml Evidence of Property) grid appears. When you click Add to launch the EPI Wizard and create a new EPI Template, the Evidence of Property Insurance Policies -- Policy Tab appears.

When you create an EPI form from the Client level, you can select more than one policy.

When you create an EPI from the Policy level, the policy is pre-selected for you on the Policies tab.

From the Evidence of Property Selection page, which lists Templates and existing MS and MP EPI forms, you can:

View EPI forms;
Display EPIs associated with the EPI record selected;
Print a schedule of EPIs;
Access the EPI Wizard to add EPIs;
Attach AOIs to the selected templates;
Update, revise, reissue, or reprint the selected record;and
Delete EPIs.

Access the Evidence of Property Selection Grid

Look up and load the client associated with the EPIs.
On the Client Primary Navigation, click FORMS >ACORD 27 Evidence of Property or ACORD 28 Commercial Evidence of Property. The Evidence of Property Selection Grid appears.

Evidence of Property Selection page has two grids

The Evidence of Property Selection page has an upper grid and a lower grid. The upper grid remains static, while the lower grid displays EPIs based on the type of EPI selected in the upper grid.

Evidence of Property Selection grid (Upper grid)

The columns in the Evidence of Property Selection grid display information as follows:

Column	Displays
Type	MS, MP and "individual" (blank) EPI forms.
Policy Description	A description of the first policy you selected when you created at the Client level.
Template Description	The Template description from the mandatory "Template Description" field you complete on the Evidence of Property Insurance Policies -- Policy Tab as part of the EPI Wizard when you create a new EPI. For older EPIs, this column may display the text, '---Master EPI---.'

The ACORD Evidence of Property Selection grid displays the EPIs associated with the client currently selected. Those may include EPI Templates, older Master (MS) EPIs, older Master Print (MP) EPIs, and 'blank' EPI forms. Think of this grid as the "main" grid.

A suffix at the end of the Template Description on the grid indicates whether a Template was created using the Reissue, Revise, or Update process. If the Template Description field is already full, then the last four characters of the description are replaced by the appropriate suffix.

If a Template Description is short, and the template is revised more than once, the notation is appended for each revision. For example, a template revised twice might have the description "Template - REV - REV".

If a Template Description that is at maximum length, has been truncated, and has a code appended to it, is reissue, revised, or updated, the suffix for the latest transaction overlays the existing suffix.

If you use Revise in the lower grid to create a new EPI, there is no suffix, as there is no Description field.

Suffixes are as follows:

REI (for Reissue)
REV (for Revise)
UPD (for Update)

If a Template Description with a suffix completely fills the field, and the template is reissued, revised, or updated again, a new suffix overwrites the old. For example, if a template is reissued, it has the suffix REI. If the same template is revised, and the description is maxed out, REV overlays the original suffix, REI.

Each grid has options on menu bars directly above the grid. Use these options to perform specific actions on the grid selected.

EPIs Attached to Selected EPITemplate Grid (Lower grid)

The EPIs Attached to Selected EPI Template grid displays EPIs based on the type of EPI selected in the upper grid. It is similar to the upper grid in the information it displays.

ACORD Evidence of Property Options Menu Bar

The ACORD Evidence of Property Options Menu bar, which appears on the upper grid, displays a list of options you can choose to perform actions on EPIs.

You must select an EPI from the ACORD Evidence of Property grid before you click any of the options.

You can only View or Print older EPI versions.

Click	To
Display	Display all EPI forms associated with the selected record. When you make your selection and then click this option, a grid at the bottom of the page displays all EPIs associated with the selected EPI. From this grid, you can select a EPI, and then view, print, revise, or delete the EPI.
Attach	Attach additional AOIs to the EPI selected. You are brought directly to the Additional/Other Interests Page -- AOI/Holders Tab of the EPI wizard. The Group Codes for the selected EPI are displayed in the grid. You can create additional EPIs for the newly-attached AOIs based on the Template selected. The Policies tab is not visible and not accessible. The issue date of the Template is always the current date, and not the original issue date of the Template.
Update	Reissue an EPI with updated information and AOIs not previously selected. The selected EPI is displayed in the Group Codes tab of the EPI Wizard. A new Template that pre-fills with the changed information is created and is up-to-date for the new policy term. AOIs are not pre-selected on the Additional Interests/Holders tab, and the Policies tab is not visible.
Reissue	Reissue an EPI that pre-fills with up-to-date, changed information and AOIs previously selected for the new policy term. The ACORD Additional Interest Group Code Selections Page -- Group Codes Tab of the EPI Wizard appears, so you can change EPI information. The previous AOIs are preselected on the Additional/Other Interests Page -- AOI/Holders Tab. After you proceed through the rest of the EPI wizard, the EPI Template/individual EPI form is displayed on the ACORD 27 Evidence of Property Insurance Page -- Preview Tab. The Policies Tab is not visible or accessible.
Reprint	Reprint the selected EPI Template. A reprint of the selected Template is displayed in the Preview tab of the EPI wizard. You cannot change the template in the Preview Tab of the wizard. None of the other tabs are visible.
Revise	Copy and revise the selected EPI template selected to create a new template. A copy of the selected template is displayed on the ACORD 27 Evidence of Property Insurance Page -- Preview Tab or ACORD 28 Evidence of Commercial Property Insurance Page -- Preview Tab for the Preview. A new template, which is a copy of the selected template, is created and displayed. You can make changes on the Template and the EPI Template Preview tab of the wizard. None of the other tabs are visible.

Evidence of Property Grid Options Menu Bar

The Evidence of Property Grid Options Menu Bar displays a list of options you can choose to perform on an EPI.

You must select an EPI from the grid before you click any of the options.

Click

View

view the selected EPI Template on the ACORD 27 Evidence of Property Insurance Page -- Preview Tab or ACORD 28 Evidence of Commercial Property Insurance Page -- Preview Tab of the Certificate Wizard.

Other tabs are not available.

The following options are available on the Preview page:

Click	To
Print (ALT+P)	Print the Template EPI that is currently displayed.
Print All (ALT+A)	Print all of the EPI forms quickly without having to review each one.
Quit	Exit the EPI Preview page and return to the Evidence of Property grid.

Add

To use the wizard to create a new Template and EPIs.

The Policies tab on the Evidence of Property Selections page appears.

Print a schedule based on your selection. When you select an EPI template and click print, the Print Options dialog box displays the following option:

Print AOI/Holder Listing for EPI # ####?

Select this option to print a list of AOIs for a specific EPI. (#### represents the EPI number.)

Delete

Delete the selected EPI.

"Ability to Delete ACORD Forms?" on the SYS ACF File Record Maintenance Page must be set to Yes. You cannot delete forms, including EPIs, unless this option is set to Yes.

If the option is set to Yes, when you click this option, the following message appears:

Are you sure you want to delete this record?

If you select	Then
Yes	The EPI is deleted.
No	You remain on the Evidence of Property grid.

EPI Issue Date Message received when attaching EPIs

When you attach EPIs and click Preview, the following Sagitta message appears:

The original EPI Issue Date is MM/DD/YYYY. If the Issue Date is changed here, the new date will apply to all EPIs in this process. Otherwise, the current date pre-fills to the forms.

If you	Then
change the date on the prompt and click OK	All EPIs have the "new" issue date.
don't change the date on the prompt and click OK	The current date appears on the EPI. You can change it on the Preview page for the individual EPI.

Options on the EPIs Attached to Selected EPI Template Grid (Lower Grid)

Click

View

View the selected EPI(s) on the Preview tab of the EPI wizard.

The selected EPI is displayed in Preview tab of the EPI wizard.

Other tabs are not accessible.

You cannot make changes to the EPI in View mode.

Print the selected form(s). You can highlight one or more of the EPIs to print, or you can print one EPI at a time.

Revise

Create a new EPI that is a copy of the selected EPI.

You can make changes on the EPI Preview tab of the wizard, but none of the other tabs are displayed or are accessible.

Delete

Delete the selected EPI.

"Ability to Delete ACORD Forms?" on the SYS ACF File Record Maintenance Page must be set to Yes. You cannot delete forms, including EPIs, unless this option is set to Yes.

If the option is set to Yes, when you click this option, the following message appears:

Are you sure you want to delete this record?

If you want to delete the EPI, click Yes.
If you do not want to delete the EPI, click No. You remain on the Evidence of Property grid.

This option is not available for AOIs attached to an MP type EPI.

Redistr

Redistribute EPI(s) using the Preferred Distribution option set on the AOI page. Each SubEPI is distributed according to the Preferred Distribution option (E-mail, Fax or Print) set on the Client Additional / Other Interests Page (client-level) or Additional/Other Interests Page (policy-level). The EPIs that are being printed are displayed in a PDF document and each bookmark will display the name of the additional interest.

This option is not available if the ASD Server has not been personalized.

OneDoc

Print one PDF document for all SubEPIs attached to the template and ignores the Preferred Distribution option set on the Client Additional / Other Interests Page (client-level) or Additional/Other Interests Page (policy-level). The PDF will display the AOI name in the bookmarks in Adobe. This option is available on all EPI Template Preview pages and SubEPI Preview pages.

This option is not available if the ASD Server has not been personalized.

Status Column on the EPIs Attached to Selected EPI Template Grid

The Status column on the EPIs Attached to Selected EPI Template Grid indicates the status of each SubEPI.

Status	Indicates that the form
S (Stored)	Has been distributed (via Print, Email, or Fax) and stored on the ASD server. SubEPIs with this status were created using Print All or OneDoc.
N(Not stored)	Has not been distributed and stored on the ASD server. SubEPIs with this status were created using Print All.
P (Pending)	Has been neither printed nor distributed. You can change P status SubEPIs later and then print or distribute them.
F (Failed)	Process failed.