Distribution Group

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

Distribution Group

The Distribution Group form is where you can add pre-defined groups to the distribution list. From this form you can also setup new distribution groups by clicking the Distribution Group Setup icon

on the toolbar. There are two ways you can add a group to the list.

The Distribution Group form is accessed from the Scheduled Reports form:

Click NeworEdit, from the Scheduled Reports section heading.
Scroll to the bottom of the form to display the Electronic Distribution List section.
Click Select Distribution Group. The Distribution Group form appears.

Access to the grid on the Distribution Group form is filtered based on the logged in user’s security access granted in the Distribution Group Setup form.

When you first install AMS 360(v2.0) the default security access is set to Full Access for those users in the Owner security group. All other security groups, including agency-defined groups, are set to No Access. You can change these settings. For more information see Security Group Setup.

Level	What is this?
Full Access	This security will behave like the Color Setup Agency option. If Full Access is given, users will be able to Create/Edit Agency Distribution Groups, and their own User defined Distribution Groups.
User View Only	Users with this Security will be able to View/Create/Edit only their own Distribution Groups, and View Only any Agency defined Distribution Groups. If a user who has this security is trying to delete an agency level group, the following message displays: "You have "User View Only" access to the agency level distribution groups. Delete is not allowed."
No Access	The icon and the menu item will be hidden on the Scheduled Reports and Recipient List forms.

T he Distribution Group Menu

File

Section

Menu Option	Function
Selections	See Section Properties for more information.
Next Section	Use to move to the section following the one you are in.
Previous Section	Use to move to the section before the one you are in.
Top of Form	Use to move to the first section, first field in the form.
Bottom of Form	Use to move to the last section, last field in the form.
Expand All	Use to open all sections of the data entry form at once.
Collapse All	Use to close all sections of the data entry form at once.
Explorer	Use to open the Section Explorer in a frame to the left of the data entry form. Exploreris a similar format to Windows Explorer, and can be used to quickly move between sections.
Switch Explorer/Winform	Once the Explorer is open, Switch Explorer/Winform changes the focus of your cursor from the explorer to the form and vise/versa. Keyboarding: This feature enhances keyboarding. If your current focus is in the form and you want to switch sections, you can Alt +S and X to open the Explorer, arrow to the section you want to open and Alt +S and S which returns focus to the form and opens the desired section.

Operation

Menu Option	Icon	Submenu Options	Uses
Activity		New	Opens the Activity/Suspense data entry form so you can enter a new activity.
Activity		View	Opens the View Activity form.
Contacts			Opens the Contacts data entry form.
DocManagement		Check Out Status	Opens the Doc360 Check Out Status form.
		Distribute Documents	Opens the Document Distribution form.
		Find Documents	Opens the Doc360 Search form.
		Get Documents	Opens the Get Documents form
		Match Pending Attachments	Opens the Doc360 Match Pending Attachments form.
Distribution Group Setup			Opens the Distribution Group Setup form.
Form Letters			Initiates the Form Letters data entry form.
Notes		New	Opens the Notes data entry form so you can enter a new note.
Notes		View	Opens the View Notes form.
Suspense		New	Opens the Activity/Suspense data entry form so you can enter a new suspense.
Suspense		View	Opens the View Suspense form and lists suspense that are incomplete and due within 30 days.

Toolbox

Help

Menu Option	Function
Context	Displays help for the active data entry form or center.
Search	Opens the AMS360Searchfeature.
Help Center	Displays the AMS360Help Center that contains system news and links to other resources.
Keyboard Shortcuts	Opens the Help topic that details the keyboard shortcuts available in AMS360.
Email Event Logs	Use under the direction of Vertafore Customer Care. This feature sends Customer Care one or more reports of events occurring in AMS360, your System, or the Application you were using. These reports are used to troubleshoot errors and problems.
Web-Based Training	Launches the login page for AMS Learning and Performance System.
About	Shows you the current version information for AMS360.

File

Section

Menu Option	Function
Selections	See Section Properties for more information.
Next Section	Use to move to the section following the one you are in.
Previous Section	Use to move to the section before the one you are in.
Top of Form	Use to move to the first section, first field in the form.
Bottom of Form	Use to move to the last section, last field in the form.
Expand All	Use to open all sections of the data entry form at once.
Collapse All	Use to close all sections of the data entry form at once.
Explorer	Use to open the Section Explorer in a frame to the left of the data entry form. Exploreris a similar format to Windows Explorer, and can be used to quickly move between sections.
Switch Explorer/Winform	Once the Explorer is open, Switch Explorer/Winform changes the focus of your cursor from the explorer to the form and vise/versa. Keyboarding: This feature enhances keyboarding. If your current focus is in the form and you want to switch sections, you can Alt +S and X to open the Explorer, arrow to the section you want to open and Alt +S and S which returns focus to the form and opens the desired section.

Operation

Menu Option	Icon	Submenu Options	Uses
Activity		New	Opens the Activity/Suspense data entry form so you can enter a new activity.
Activity		View	Opens the View Activity form.
Contacts			Opens the Contacts data entry form.
DocManagement		Check Out Status	Opens the Doc360 Check Out Status form.
		Distribute Documents	Opens the Document Distribution form.
		Find Documents	Opens the Doc360 Search form.
		Get Documents	Opens the Get Documents form
		Match Pending Attachments	Opens the Doc360 Match Pending Attachments form.
Distribution Group Setup			Opens the Distribution Group Setup form.
Form Letters			Initiates the Form Letters data entry form.
Notes		New	Opens the Notes data entry form so you can enter a new note.
Notes		View	Opens the View Notes form.
Suspense		New	Opens the Activity/Suspense data entry form so you can enter a new suspense.
Suspense		View	Opens the View Suspense form and lists suspense that are incomplete and due within 30 days.

Toolbox

Help

Menu Option	Function
Context	Displays help for the active data entry form or center.
Search	Opens the AMS360Searchfeature.
Help Center	Displays the AMS360Help Center that contains system news and links to other resources.
Keyboard Shortcuts	Opens the Help topic that details the keyboard shortcuts available in AMS360.
Email Event Logs	Use under the direction of Vertafore Customer Care. This feature sends Customer Care one or more reports of events occurring in AMS360, your System, or the Application you were using. These reports are used to troubleshoot errors and problems.
Web-Based Training	Launches the login page for AMS Learning and Performance System.
About	Shows you the current version information for AMS360.

The Distribution Group Toolbar

Icon

Feature

Uses

Form Letters

Opens the Form Letters data entry form.

Contacts

Opens the Contacts form.

Activity

Opens the Activity/Suspense data entry form so you can enter a new activity.

Suspense

Opens the Activity/Suspense data entry form so you can enter a new suspense.

Notes

Opens the Notes data entry form so you can enter a new note.

Doc
Management

Field/ Link	What is this?
Check Out Status	Opens the Doc360 Check Out Status form.
Distribute Documents	Opens the Document Distribution form.
Find Documents	Opens the Doc360 Search form.
Get Documents	Opens the Get Documents form
Match Pending Attachments	Opens the Doc360 Match Pending Attachments form.

Customer

Opens the Customer Search form so you can search for and open another customer.

Reports

Launches the Reports - All selection form where you can select to print reports.

Distribution Group Setup

Opens the Distribution Group Setup form.

Field

What is this

Grid

Column Heading	What is this?
Select	You must check a box to make the change to the Distribution List.
Name	Name of the Scheduled Report. Displayed as links which will open the report in Distribution Group Setup edit mode.
Group Level	Displays the corresponding group as Agency or User level.
Add as a group	Default selection. The group is added as one record to the distribution list. Any future update to the group will update the schedule report which it is attached to. The Group Name will display in the Name column of the grid found in the Electronic Distribution List section of Scheduled Reports.
Add as individual	Choosing this option adds each member separately to the Distribution List. Any changes to the group do not update the distribution list.

What's Next?

Do you want more information on viewing and approving reports sent to you? See the My Reports tab in the User Center.

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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 11:02 PM

Menu Option	Function
Close	Closes the data entry form without saving the information you have entered.