View Activity List

This feature, or some fields and options described, might not be available depending on your settings, security rights, or platform package.

View Activity List

Activities are permanent entries tracking actions taken for a customer. You can view an Activity, but you cannot change or delete it.

Accessing View Activity List

To access the View Activity List form, do one of the following:

From the menu in the User, Financial, or Sales center, click Activity > View.
With an individual or company open in the Customer, Bank, Broker, Company, Employee, or Vendor center, click Activity > View from the menu.
From the Policy or the Claims data entry forms, or from eForms Manager, select Operation > Activity > View from the menu.

Fields in View Activity List

Table/Fields

What is this?

View Activity List Grid

Activities sort indescendingorder by activity transactionDate(default). You can sort on any column in theActivitiesgrid by clicking the header of the column you want to use for sorting.

Group/Field	What is this?
Select	Check box to select an activity to change or remove it's group assignment. See Change Group Assignment below.
Attachments	If the activity has an attachment, a paper clip appears in the Attachmentcolumn.
Date	Click the Date link in the desired activity row. The Activity opens in view mode only. An activity cannot be edited or deleted.
By	The person that created the activity.
Policy	The policy the activity is attached to.
Effective	The effective date of the policy.
Transaction	The policy transaction (e.g., New Business, Renewal).
Claim	Any claims against the policy.
Action	The action taken on this activity (e.g., Appointment, Fax, Mail In/Out).
Group	If the activity has been assigned to a group, the group name appears. Click the Group link to view the list of all activities associated to that group.
Description	The description of the activity when it was entered.
Center	The Center Assignment of the activity when it was entered.

Change Group Assignment

Group/Field	What is this?
Group Type	Select a new or different Group Type for the activity you have checked in the activity list.
Group	Select a new of different Group for the activity you have checked in the activity list.
Group Setup	Click Group Setup if you do not find an appropriate Group Type or Group for the activity assignment. Group Setup is a secured function. If you do not have authorization for this function, the option will not appear.
Update Group	Click Update Group after you select a new of different Group Type and/or Group to refresh the activity list.

New Activity

To enter a new activity, click the New Activitylink. The Activity/Suspense data entry form opens.

Refine List Options

Group/Field

What is this?

Date to Include

Fields	What is this?
Activity up to __ Days Old	Enter the number of days old. AMS360 displays activities from the current system date back to the number of days old you have entered.
Date Range From/To	Enter the date range in the From and To fields. AMS360 displays activities that are equal to or between the From and To dates.

Action

Select an Actionto display only activities assigned that action.

Center

Enter the center from which you believe the activity(s) you want to see were entered.

Bank
Broker
Company
Customer
Employee
Vendor

Name

Select a Name to display activities for only that entities name (e.g., Customer, Bank, Vendor)

If you are searching for a customer, click Search to find the name. The Customer Search form opens.

If a Firm Name exists, it fills the Name field.
If a firm name does not exist, the Name field fills with the First, Middle, and Last name.

Policy

Select a policy to display only activities for that policy. Select the policy from the list.

To view activities for all of the customer's policies, select All (default).

Effective Date

Select an Effective Dateto display activities for a specific policy transaction effective date for a customer.

To view all activities for the selected customer and policy, select All (default).

Type of Business

Select the Type of Businessto limit the activities returned.

All
Benefits
Commercial Lines
Financial Services
Health
Life
Non Property & Casualty
Personal Lines

Claim

Select a Claim to display only activities for that claim. Click Search. The Find Claim form opens.

Group Type

Select a Group Type to display only activities for that Group Type.

Group

Select a Group to display only activities for that Group.

Include only activity with attachments

If checked, this option causes only activities with one or more attachments to display in the grid.

Include only claim related activity

If checked, this option causes only activities associated with a claim to display in the grid.

Refresh List

Click Refresh List to display activities based on your selected criteria.

Description Preview

This shows you the description of the activity selected from the activity list.

Viewing an Activity

Open an Activity in view mode by clicking the Date in the grid.

A paper clip icon indicates that the Activity includes one or more Attachments.

Attachments

To help you quickly find a specific activity within a large list, use shortcut key CTRL + F. Internet Explorer will pop up a Find window. Enter a key word which might be part of the Activity Description. Explorer will search the page you are viewing for that word, highlighting as it finds a match.

What's Next?

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