Suspense

A suspense is similar to writing a note on a file as a reminder that action needs to be taken on that file. You can add a suspense to the currently selected submission or policy record. In the steps below, we show you how to add a suspense to a record. Later, we explain how to view and edit an existing suspense.

1. Select a record on the Main tab.

2. On the Tools menu, point to Suspense, and then click Add.
   Alternatively, you can click the Suspense button on the tool bar or press F8.

3. In New Suspense, enter the following information using the fields provided, where applicable.
   1. Suspense Item – type of suspense such as a reminder
   2. Reason – reason for creating the suspense
   3. Assign To – person to whom the suspense is assigned
   4. Date Required – date on which the suspense is to be completed. Type the date or click and use the calendar to select a date.
   5. Priority – level of urgency required on the suspense. Choose from Low, Normal, High
   6. Action Required/Type – type of action necessary to complete the suspense.
   7. E-mail notification – send the assigned user an e-mail message reminder
   8. Completed – mark the suspense as complete (available only when editing an existing suspense)
   9. Have File Pulled – indicates whether the file should be pulled for the submission
   10. Description – brief description of the suspense and/or the actions that need to be performed
4. Click Print, if applicable, to print the suspense using a printer attached to the workstation.
5. Click OK to add the suspense or click Cancel to abort and abandon your changes.
6. To view or edit an existing suspense, select the policy or submission record on the Main tab.

7. On the Tools menu, point to Suspense, and then click View. As an alternative, you can click the Notes tab of the selected record, and then click the Suspenses tab.

8. Right-click the suspense, and then click one of the following menu commands.
   1. New – create a new suspense as described above
   2. Edit – edit the existing suspense as needed. If you are using ImageRight integration the following buttons will be available to you:
      1. Open IR File – open ImageRight file that corresponds to the AIM policy/submission record (only available if the submission/policy record is linked to an ImageRight file)
      2. Link IR Doc – link the submission/policy to an ImageRight file
   3. Extend – use the Calendar to change the required date of the suspense
   4. Mark as Completed – mark the suspense as completed, that is, action required on the suspense has been performed

See Also