Data Schedule Export

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

Data Schedule Export allows you to export lists of items, such as vehicles, drivers, and certificate holders, into a .csv file. You can send the exported file to your insured for review and revision. For an overview see Workflow: Use the AMS360 Data Schedule Import Export Feature.

Accessing Data Schedule Export

Vehicle and Drivers

The Data Schedule Export form appears when you click the Data Schedule Export icon , or click Operation > Data Schedule > Export, from a Policy or Line of Business form that has the Data Schedule feature available.

Certificate Holders

Open the customer for which you are importing holders. Click Action > Certificate Holder > Export.

Fields in Data Schedule Export

The fields on the upper portion of the Data Schedule Export data entry screen change depending on where you select the import. The fields available as well as the differences are noted in the following table:

Field

What is this?

Select Data Schedule

Field/ Link

Options

Policy/Line of Business

Appears only when importing locations, vehicles, and drivers.

For display only. If the Data Schedule Import form is invoked from a policy, then "policy" displays here. If this form is invoked from a line of business, then the name of the line of business displays here.

Group Name

Appears only when importing certificate holders.

Names of previously set up certificate holder groups appear in the list.

Data Schedule

The choices available in the Data Schedule list are determined by where you select Data Schedule Import.

Where Selected	Data Schedules Available
Policy	Locations
Business Auto Garage & Dealers Truckers	Drivers Vehicles
Inland Marine (C)	Drivers EDP Scheduled Equipment Equipment Floater Scheduled Equipment Vehicles
Customer Center: Certificate Holder, Import	Customer Certificate Holders

Export Options

Field/ Link

Options

Export Data Schedule Template with Data

Selecting this option exports the Template column names to a .csv file, along with the data specified in the Data Schedule field. This is the default option. Instruction text, setup with the template, is also sent with the .csv file to your customer.

Export Data Schedule Template only

Selecting this option exports the Template column definitions only to a .csv file. Instruction text, setup with the template, is also sent with the .csv file to your customer.

This option is designed for a new policy that does not have any data. An empty .csv file, with column names only, is sent to your customer for completion.

Template

Select a Template from the list. The Template list is based on your selection in the Data Schedule field.

The permanent templates and the templates you create are all assigned a Data Schedule.

Permanent Data Schedule Selected	Default Template
Drivers	Drivers
Equipment Floater Scheduled Equipment	Equipment Floater Scheduled Equipment
EDP Scheduled Equipment	EDP Scheduled Equipment
Locations	Policy Locations
Vehicles	Vehicles
Customer Certificate Holders	Customer Certificate Holders

New

New displays when there is no Template selected or a permanent template is selected. Clicking New opens the Data Schedule Template form where you can create a new template.

Edit

Edit displays when you have selected a non-permanent template. Clicking Edit opens the Data Schedule Template form where you can modify the template.

Preview

Opens the Data Schedule Preview form to preview the column names and data that will be exported.

Include Template name in Exported File

This box is checked by default. The template name is inserted in the first row of the exported .csv file. The column names subsequently begin in the second row.

If unchecked, the columns names are in the first row of the .csv file.

Export

Opens the Save As dialog box.

Default location: <user>Local Settings\Temp\AMS\Data Schedules\Export Files folder.
Default file name: <Policy No> <LOB> <Data Schedule>_<Date>.CSV

Opens the Contacts form for you to select the emails recipients for Data Schedule distribution.

The default email subject line is: "Please review the attached schedule".
The Data Schedule.csv file and the Data Format Instructions.txt file are attachments to this email. The Data Format Instructions is a guide on how to complete the Data Schedule file.

Cancel

Closes the Data ScheduleExport form without saving changes.

Data Format Instructions

This is a guide on how to complete the Data Schedule .CSV file.

Microsoft Excel auto formats numbers that exceed 11 digits to a scientific notation. We recommend you format all cells to Text or Number before entering data. See Microsoft Excel Help for more information.

Locations

CSV Columns	Additional Information
Location #	Number between 1 and 99999 (required)
Building #	Number between 1 and 99999
Address 1	Maximum 30 characters
Address 2	Maximum 30 characters
City	Maximum 19 characters
State	Maximum 2 characters
Zip	A 5 or 9 digit zip code or 6 character postal code
County	Maximum 19 characters
City Limits	Inside, Outside, or Unincorporated
Interest	Tenant or Owner
Year Built	YYYY
Part Occupied	Maximum 60 characters
Description	Maximum 80 characters

Drivers

CSV Columns	Additional Information
Driver #	Number between 1 and 9999 (Required)
Name	Maximum 59 characters (Required)
Address	Maximum 38 characters
City	Maximum 19 characters
State	Maximum 2 characters
Zip	A 5 or 9 digit zip code or 6 character postal code
Date of Birth	MM/DD/YYYY
SSN	Social Security Number 999-99-9999
Sex	Male or Female
Marital Status	(See valid Marital Status below)
State Licensed	Maximum 2 characters
Year Licensed	YYYY
Drivers License #	Maximum 27 characters
Commercial Driver Since	YYYY
Hire Date	MM/DD/YYYY
Use Vehicle #	Number between 1 and 9999
Percent Use	Number between 0 and 100
Marital Status	Divorced Married Separated Single Widowed

Vehicles

CSV Columns	Additional Information
Vehicle #	Number between 1 and 99999 (Required)
Customer Vehicle #	Number between 1 and 99999
Year	YYYY
Make	Maximum 28 characters
Model	Maximum 28 characters
Body Type	(See valid Body Type below)
VIN	Maximum 34 characters, Uppercase
Symbol/Age	Maximum 6 characters
Cost New	Number between 0 and 999999999
Purchase Date	Date MM/DD/YYYY
License Plate	Maximum 10 characters, Uppercase
License State	Maximum 2 characters
Fleet?	Y or N
Garage Location #	Number Existing Location # on the policy
Usage	(See valid usage below)
Class	Maximum 8 characters
SIC	Maximum 4 characters
Territory	Maximum 6 characters
Seat CP	Maximum 5 characters
GVW/GCW	Maximum 14 characters
Horse Power	Number between 0 and 9999
Radius	Maximum 6 characters
Farthest Term	Maximum 11 characters
Near Zone	Number between 0 and 99
Far Zone	Number between 0 and 99
Special Use	(See valid Special Use below)
Special Class Code	Number between 0 and 99999999
Primary Rate Liability Factor	Number between 0 and 9.99
Primary Rate PD Factor	Number between 0 and 9.99
Secondary Rate Factor	Number between -9.99 and 9.99
Body Type (Enter a new Body Type if this list does not contain the one you need):	Two door sedan 2 Door hardtop Two door hatchback Two door liftback Two door wagon 4 Door hardtop Four door hatchback Four door liftback Four door wagon Five door sedan Eight passenger sport van CONFA Convertible Extended cargo van Extended sport van Extended window van Suburban or carry-all Mini-bike Motor scooter Pickup truck Recreation trailer Sport coupe Sedan Sport van Trail bike Truck-Tractor Van camper 3 door extended cab/chassis 3 door extended cab 4 door extended cab/chassis 4 door extended cab Antique auto (P) Amphibious auto All terrain vehicle Boat/horse trailer/similar vehicle Detachable camper body Compact car Classic auto Coupe Camper trailer Dune buggy Electric auto Golf cart Go cart Hardtop Limousine (P) Motorbike Motorcycle (P) Motor home (P) All other motorized cycles Moped Mobile home trailer (P) Motor-cycles scooters, bikes Mini van Other Pickup with camper body Panel van (P) Private passenger auto make Recreational vehicle Snowmobile Step van (P) Sport utility Station wagon Unregistered vehicle Utility trailer Van (P) Window van (P) Utility/4 wheel drive Ambulance (emergency) Ambulance (non emergency) Antique auto (C) Airport bus Airport limousine Comml drv school w/dual controls Comml drv school w/o dual controls Church bus Charter bus Cargo van Dump semi-trailer Dump trailer Dump truck Fire departments (non-PPT) Fire departments (PPT) Funeral, hearse-amb, emergency Funeral flower car Funeral hearse Funeral limousine Funeral, hearse-amb, non-emergency Folding/pop-up camper Hatch back Inter city bus Limousine Law enforcement agcy (motorcycle) Law enforcement agcy (PPT) Law enf agcy (non-PPT/motorcycle) Motorcycle (C) Mobile home (22 feet or less) Mobile home (over 22 feet) Mobile home trailer (C) Motor home (C) Buses, not classified School bus, other Panel van Priv Passenger rated, pleasure use Priv Passenger rated, business use Private Passenger rated Priv Passenger rated, farm use School bus, school district owned PU used to transport camper bodies Public vehicle, not classified School drv trng w/dual controls School drv trng w/o dual controls Showroom trailer Special/mobile farm equipment Special/mobile non-farm equipment Service/utility trailer Sightseeing bus Social serv auto (employee oper) Social services auto (all other) Semi-trailer Station wagon (C) Step van Trailer Taxi Comml truck drv sch w/dual contr Comml truck drv sch w/o dual contr Truck Transp of athletes & entertainers Transp of employees (all others) Transportation of employees (PPT) Urban bus Utility van
Usage:	Service Commercial Retail Wk/sch-15 Wk/sch+15 Pleasure Farm Business Clergy Commute Other Show restricted use
Special Use:	Amusement Bobtail oper. Dumping use Dump/bobtl ops Emergency veh Limited farmers Liquified gas Moving oper. Moving van Freight forward Logging use Farm-to-market Liquified prods Rolling stores Showroom trkrs Toxic wastes Explosives

EDP Scheduled Equipment

CSV Columns	Additional Information
Location #	Number between 1 and 99999
Building #	Number between 1 and 99999
Category	Maximum 64 characters (Required. See available Category below)
Item #	Number between 1 and 9999 (Required)
Customer Item #	Maximum 20 characters
Year	Year made YYYY
Manufacturer	Maximum 40 characters
Model	Maximum 20 characters
Description	Maximum 76 characters
Serial #	Maximum 20 characters
Amt of Insurance	Text/Numeric, maximum 11 characters
Capacity	Maximum 5 characters
Condition	Used or New
Ownership	Leased or Owned
Date Purchased	MM/DD/YYYY
Valuation Type	A 1 character code (See Valid Valuation Types below)
Value	Text/Numeric, maximum 10 characters
Valuation Date	MM/DD/YYYY
Category (Enter a new Category if this list does not contain the one you need)	Accounts Receivable Agriculture Irrigation Equipment Agriculture Produce Agricultural Machinery & Equipment Agriculture Tools, Equipment & Supplies Animal Bailees' Customers Bailees' Legal Liability Building Material Builders Risk Boat Dealers Bridge Coverage Camera Customers Furs Commercial Articles Contractors Equipment Dealers Difference In Conditions Dry Cleaners & Laundries EDP - Business Interruption EDP - Extra Expense EDP Hardware EDP - Mechanical Breakdown EDP - Protection and Control System EDP Software Exhibition Film Fine Arts Floor Plan Food Spoilage Furriers Block Glass Hay Located Off Premises Hole in One Installation Jewelers Block Livestock Mail Miscellaneous Marina Operator's Legal Liability Manufacturers Output Miscellaneous Articles Motor Truck Cargo Museum Musical Instruments Parcel Post Pattern & Die Physician & Surgeons Poultry Scheduled Property Scientific Instruments Signs Transit Cash Letter Theatrical Property Tools Radio, TV Tower & Equipment Transportation Trip Transit Tunnels Valuable Papers & Records Yacht Physical Damage
Valuation Type	A = Actual Cash Value L = Actual Loss Sustained U = Full Value Replacement Cost F = Functional Replacement Cost M = Market Value R = Replacement Cost

Equipment Floater Schedule Equipment

CSV Columns	Additional Information
Location #	Number between 1 and 99999
Building	Number between 1 and 99999
Item #	Number between 1 and 9999 (Required)
Category	Maximum 64 characters (See available Category below)
Manufacturer	Maximum 24 characters
Model	Maximum 12 characters
Serial #	Maximum 12 characters
Ownership	L (for Leased) or O (for Owned)
Current Full Value	Number between 0 and 9999999999
Amt of Insurance	Number between 0 and 9999999999
Category (Enter a new Category if this list does not contain the one you need)	Accounts Receivable Agriculture Irrigation Equipment Agriculture Produce Agricultural Machinery & Equipment Agriculture Tools, Equipment & Supplies Animal Bailees' Customers Bailees' Legal Liability Building Material Builders Risk Boat Dealers Bridge Coverage Camera Customers Furs Commercial Articles Contractors Equipment Dealers Difference In Conditions Dry Cleaners & Laundries EDP - Business Interruption EDP - Extra Expense EDP Hardware EDP - Mechanical Breakdown EDP - Protection and Control System EDP Software Exhibition Film Fine Arts Floor Plan Food Spoilage Furriers Block Glass Hay Located Off Premises Hole in One Installation Jewelers Block Livestock Mail Miscellaneous Marina Operator's Legal Liability Manufacturers Output Miscellaneous Articles Motor Truck Cargo Museum Musical Instruments Parcel Post Pattern & Die Physician & Surgeons Poultry Scheduled Property Scientific Instruments Signs Transit Cash Letter Theatrical Property Tools Radio, TV Tower & Equipment Transportation Trip Transit Tunnels Valuable Papers & Records Yacht Physical Damage

Customer Certificate Holders

CSV Columns	Additional Information
Group Name	Maximum 150 characters
Name 1	Number between 1 and 99999
Name 2	Maximum 51 characters
Contact Name	Maximum 51 characters
Address 1	Maximum 30 characters
Address 2	Maximum 30 characters
City	Maximum 19 characters
State	Maximum 2 characters
Zip	A 5 or 9 digit zip code or 6 character postal code
Business Phone	A valid phone number (area code plus phone)
Business Extension	Maximum 4 characters
Fax Phone	A valid phone number (area code plus phone)
Fax Extension	Maximum 4 characters
Email Address	Maximum 150 characters
Desc of Operations	Maximum 50 characters
Job Type	Maximum 50 characters
Job #	Maximum 50 characters
Project End Date	MM/DD/YYYY
Licensed?	Y or N
Bonded?	Y or N
Export Reference Number	This is the number AMS360 assigns to each exported certificate holder. It is used to match updates and deletions to holders when the list is imported back into AMS360. It is critical that the number not be changed or deleted for existing holders, unless the holder is no longer needed. For new holders the field can be left blank. Vertafore recommends hiding the Export Reference Number column in the spreadsheet so it is not inadvertently modified. Use the following steps to do this: Locate the exported file. The default location is C:\Documents and Settings\(username of the person logged into the workstation)\Local Settings\Temp\AMS\Data Schedules\Export Files. Double-click the name of the file to open it in Microsoft Excel. Select the Reference Number column by clicking on the column letter. Click Format > Column > Hide. The column is no longer visible. Save the file as an Excel Spreadsheet file (.xls). You can now email the file to your customer. When the customer returns the file, open it again and unhide the column.

Tips about saving the Excel spreadsheet

The exported file is in a csv format. This file is a simple format that can be read by any spreadsheet program. The limitation to this type of file is that you cannot save formats. Therefore, if you format the data to send to your customer, you should select File>Save As and choose Microsoft Excel Workbook (xls) format.

What's Next?

When the customer returns the updated information, see Data Schedule Import for instructions on importing the file.

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© 2015 Vertafore, Inc. and its subsidiaries. All Rights Reserved. Vertafore, the Vertafore design, AMS360, Vertafore Producer Advantage, Producer Plus, AgencyEDGE, ReferenceConnect, BenefitPoint, Engage, and WorkSmart are registered trademarks of Vertafore, Inc. or its subsidiaries. Third party marks belong to their respective holders. AMS360 Classic Help updated 5/18/2016 10:58 PM