Open Items/Held Files ‑ Work In Progress

In this topic, we continue our discussion of the InBox feature located on the .Tools Menu.

The Open Items/Held Files – Work In Progress tab opens by default when clicking the User in box from the Tools menu. On this tab you can view any held files or work currently in progress.

Open items and held files are shown in the grid. You can manage the records using the available buttons. We provide a brief description of the buttons on the tab and their functions in the table.

Button	Function
	Marks all records for further action in In-Box
	Removes the mark from the selected records
	Releases the selected record from hold status
	Opens the selected record in AIM
	Closes In-Box

1. In the QuoteID box located in the Search For pane, you can type the quote number that you want to search for, if applicable.

2. In the Show By pane, select the appropriate filter method.
   1. User – shows submissions/policies for the user that is logged on to AIM
   2. Team – shows submissions/policies for the user's team (team assignments are managed in Data Maintenance Utility)

3. Right-click the grid to view the menu.
   1. Copy To Submission Mgt – copies the submission record to Main tab (submission management)
   2. Release File – releases the record from a hold status

See Also