Option

What is this?

New

This option opens the Activity/Suspense form so you can enter a new activity.

View

This option opens the View Activity form so you can view an existing activity.

Option

What is this?

New

This option opens the Activity/Suspense form so you can enter a new suspense.

View

This option opens the View Suspense form so you can view an existing suspense.

Option

What is this?

New

This option opens the Notes form so you can enter a new note.

View

This option opens the View Notes form so you can view an existing note.

Option

What is this?

Contacts

Use the Contacts menu option to look up names, addresses, phone numbers, and email addresses for a customer, company, additional interest, master certificate holder, or other individuals entered for a customer or on a customer's policy.

Option

What is this?

Form Letters

Form Letters combine the power of the AMS360 database, and Microsoft Word© to create customized letters for corresponding with companies, customers, lienholders, mortgagees, and others.

Quick Report

What Happens?

Notes

Opens the Report - Notes selection form. Using the defaults, you can create a report of all non-deleted Personal notes in the past 90 days for the user currently logged into AMS360. You can print or export the report.

Scheduled Report Recipients/Approvers

Click to launch the Scheduled Report Recipients/Approvers report. There is no selection form for this report.

Suspense

Launches the Suspense report. The report defaults to all open suspense for the user currently logged into AMS360 with a due date less than 30 days from the current date.

Option

What is this?

Toolbox

Provides you with the ability to quickly navigate to other areas in AMS360.

Alerts Columns

What is this?

/

Click the Snooze icon (image of a calendar) to open the Snooze Alert data entry form to postpone the Alert.

Once postponed, the calendar has a red boarder with a large "Z" inside.

Priority

The priority assigned to the Alert in setup. The options are:

• Critical

• Normal

• Low

Originated

The date the Alert was first generated.

Alert Description

The description entered for the Alert in Alert Setup.

Notification Link

Clicking this link takes you to the most meaningful place where you can act upon the alert.

Role

This is the logged in user's designated role for the alert.

Complete

Act on the alert, check the Complete box and click Update to complete the Alert.

If the conditions that generated the Alert still exist, the Alert reappears again. It is critical to address the item that created the Alert

In addition, some Alerts continue to appear for the number of days specified in setup, even though you mark them as complete.

Example
If you set up an Alert for Increased Full Term Premium Percentages >=#% on Renewal and Rewrite Transactions in the Last # Days, with 15 as the number of days, then this Alert appears for 15 days even though you mark each one as complete.

Initially Complete by

Indicates the user who originally marked the Alert as complete, and the date it was marked complete.

Update

Click Update when you have checked the Complete checkbox, to update the status of the Alert to complete.

View Options

What is this?

Origination Date
From/To

Enter dates or use the Date Picker. The Alerts that were created on or within the dates selected appear in the list.

A date range cannot be saved as a default view.

Status

Choose a status to narrow or expand the number of Alerts that appear in the grid. The options are:

• All

• Not Completed (default)

• Completed

Role

Choose a role to narrow or expand the number of Alerts that appear in the grid. The options are:

• All (default)

• Backup

• Assigned

Priority

Choose a priority to narrow or expand the number of Alerts that appear in the grid. The options are:

• All (default)

• Critical

• Normal

• Low

Color Setup

Save As Agency Default View

Use to save the view options you have selected as the agency default for all users when you click Apply.

This option appears only if you have proper authorization.

Save As User Default View

Use to save the selected view options as your User default when you click Apply.

Apply

Use to apply any new Alert view options to the Alert view.

Apply Default

Use to display Alerts based on the last saved User or Agency default view. If both a User and Agency default view exist, then the User default is applied.

Button

What is This?

Launches theGet Documentstool, which you use to import files from your designatedHot Folder.

Launches the Activity data entry form with the selected file attached.

You must select a file first by checking the Select box next to the file to attach. (You cannot Select documents that are managed through a third-party imaging vendor.)

Launches the Notes data entry form with the selected file attached.

You must select a file first by checking the Select box next to the file to attach. (You cannot Select documents that are managed through a third-party imaging vendor.)

Launches the Vendor Invoice data entry form with the selected file attached.

You must select a file first by checking the Select box next to the file to attach. (You cannot Select documents that are managed through a third-party imaging vendor.)

Launches the Contacts selection form, from which you can assign recipients of an email message, with the document attached.

You must select a file first by checking the Select box next to the file to attach. (You cannot Select documents that are managed through a third-party imaging vendor.)

Creates a copy of the selected file which you can paste into Attachments or other Doc360 form; you can also paste the file into a network location outside the system.

You must select a file first by checking the Select box next to the file to attach. (You cannot Select documents that are managed through a third-party imaging vendor.)

Launches the Document Distribution form, which you can use to send an unprocessed document from the My Documents tab of your User Center to another employee's User Center tab.

You must select a file first by checking the Select box next to the file to attach. (You cannot Select documents that are managed through a third-party imaging vendor.)

You can delete a document from your User Center, as long as the document's status is Unprocessed.

You must select a file first by checking the Select box next to the file to attach. (You cannot Select documents that are managed through a third-party imaging vendor.)

Document Columns

What is This?

Select

Check the Select box to include this document file in the action that you take next.

Example
You check the Select box next to an image file related to a claim. Then you click the Activity button to open a claim Activity. The selected image file is automatically attached.

The Select checkbox is disabled for those documents managed using a third-party imaging application. See Doc360 Setup > Doc360 Setup Sections > Third-party Integration Setup for more information.

Info

Click the icon to view the file's Document Information form.

Through Document Information, you can access the Change Index Information data entry form as well as View Attachment Locations.

If your agency has enabled Doc360 features for third-party vendor imaging, then those documents managed using the third-party vendor are indicated by a unique icon that you set up. See Doc360 Setup > Doc360 Setup Sections > Third-party Integration Setup for more information.

Actions

The icons that you see in this column depend on your security access to the specific document, as well as whether you (or another user) currently has the document "checked out" of the system.

• View: Click to open and view the document in an application compatible with the documents' file extension.

If your agency has enabled Doc360 features for third-party vendor imaging, then View is the only Action available for those documents managed using the third-party vendor. Click to open the document using the third-party imaging application. (To enable this feature, see Doc360 Setup > Doc360 Setup Sections > Third-party Integration Setup for more information.)

• Edit: Click to open and edit the document in an application compatible with the document's file extension. Edit "checks out" the document from the system, so that only one user can make changes at a time. You can revise the document, save, and close the outside application; then you can save the revised version of the document to the system by clicking the  Save icon.

• Save: This icon appears only when you have the document checked out for editing. Click Save when you are ready to "check in" your revised version of the document.

• Open: this icon appears only when you have the document checked out for editing. Opening the file re-launches the document in the outside application; use it if you have closed the outside application, but you are not ready to save the revised document back to the system.

File Name

The name of the document in the system, as entered on the Document Distribution form, the Attachments form, or the Change Index Information form.

If your agency has enabled Doc360 features for third-party vendor imaging, then the default File Name is Third-party Document. You can modify this using the Change Index Information data entry form.

Doc Type

Describes document's type of correspondence in relation to its applicable business transaction.

Description

The document description, as entered on either the Document Distribution form, the Attachments form, or the Change Index Information form.

Center

The Center entered in the Pre-Index Information section of the Document Distribution form, if applicable.

Name

The name selected in the Pre-Index Information section of the Document Distribution form, if applicable.

Comments

Any comments entered on the Document Distribution form, if applicable.

Status

Received

The date that the document was imported into the system.

By

Name of the person who distributed the document to the User center.

To

Name of the user center to which the document applies.

This column is useful if you are assigned as an Out of Office backup employee, or if you are viewing unprocessed documents assigned to another employee (as authorized in Doc360 Setup).

History

If you have the proper security rights, click the Document History icon to view the History form. This form displays all actions taken on the document file within AMS360.

Documents View Options

What is this?

Date Range From/To (mm/dd/yyyy)

Choose a date range by keying in the desired range into the From/To date range fields.

If you use this document date option, then all other date fields are cleared.

• If a From date is entered, then return all documents where the received date is equal to or greater than the date entered.

• If a To date is entered, then return all documents where the received date is equal to or smaller than the date entered.

• If no From date is entered, then assume the beginning system date, or system low date (sql low date).

• If no To date is entered, then assume infinity, or the system high date (sql high date).

You cannot save a User Defined date range as a default view. If the Save As Agency Default View or Save as User Default View is checked, you will see an error message on the tab. Clear the date range fields, and select other view options.

Security Classification

To filter only those documents with a specific security classification, select the classification from the list.

With the exception of the Unrestricted classification, you must be authorized to view or edit specific document security classifications in Security Group Setup. Unless you have Full Access to Restricted (Hidden) documents, these are hidden from system view and won't appear on the tab.

Doc Type

To filter only those documents of a specific type, select it from the list. Doc Type describes the document's type of correspondence in relation to its applicable business transaction.

Status

The system considers a document Processed when it is attached to an Activity, Note, and/or Vendor Invoice.

An Unprocessed Document will remain in this state in your User Center until you either attach, re-assign, or delete it.

Center

The Center entered in the Pre-Index Information section of the Document Distribution form, if applicable.

Name

The name selected in the Pre-Index Information section of the Document Distribution form, if applicable.

Assigned To

If you are authorized in Doc360 Setup to view unprocessed documents for other employees, their names appear on this list.

Select the name of the employee for whom you would like to view documents. This filters the tab to show only those documents assigned to that employee.

To see documents for multiple employees including yourself, select All.

Maximum # of Records Returned

Designate the maximum amount of records you would like to view on the tab.

Check for Files to Import

Click one of these options to designate an automatic launch point for the Get Documents tool, which you use to import documents from your designated Hot Folder.

To turn off the automatic launch point, select Do not automatically check for files to import.

Include Documents where I am set as Backup

If you are designated as the Out of Office backup for another employee, check this box to include that employee's User Center documents in your tab view.

To filter only your assigned documents, clear the box.

Apply

Applies any new view option to the My Documents view.

Apply Default

Applies the last saved user, or agency default view options.

• If both exist, the user default takes precedence.

• If neither exist, then the system defaults are applied.

Save as Agency Default View

Checking this checkbox applies any new view options as the Agency Default View when you click the Apply button.

This option is hidden unless you have Owner or System Administrator rights.

Save as User Default View

Checking this checkbox applies any new view options as the User Default View when you click the Apply button.

Column

What is This?

(Dec Page View)

Click the icon to open the policy's Dec Page View.

Actions

The icons in this column represent actions available for you to take on the expiring policy.

• In Progress: This icon appears only if no comments have yet been saved to the policy as part of the renewal process. Click to open the Renewal List - Policy Comments data entry form. Here, you also have the opportunity to log an Activity or enter a Note. Upon save and close of the form, the Stage of the policy changes to In Progress.

• Comments: This icon  appears only if comments are saved to the policy as part of the renewal process. Click to open the Renewal List - Policy Comments data entry form. Here, you also have the opportunity to log an Activity or enter a Note.

• Renew: This icon appears only if the policy has not been renewed. Click to open the Create Renewal/Rewrite Policy data entry form. Upon save and close of the form, the Stage of the policy changes to Renewed, which is also a link to the newly created Policy. A checkmark appears in the Complete checkbox.

• Marketing: This icon appears only if no submission group has yet been created for the policy. Click  to create the Submission Group. The form launches with the policy data entered automatically. The Stage of the policy changes to Marketing, which is also a link to the newly created submission.

Policy #

Click the policy number link to open the Policy data entry form.

If security restricts your access to this policy, the Policy form will not open; you receive a system message instead.

Exp Date

This is the expiration date for the policy.

Customer

Click the customer name link to open the Customer form.

If security restricts your access to this customer, the Customer form will not open; you receive a system message instead.

Origin

Indicates the source of the policy in the system:

• Conversion

• Download

• Rating

• Data Entry

• Accounting

Description

Data appears as entered in the Basic Policy > Description field of the Policy form.

Exec

Name of the Executive employee assigned to the policy.

Rep

Name of the Representative employee assigned to the policy.

Assigned To

Name of the employee assigned to the renewal of this policy.

Click link to access the Re-Assign Expiring Policy form, where you can choose a different Assigned To employee name.

You should see either your logged-in employee name, or the name(s) of personnel for whom you are designated as the Out of Office backup.

Assigned Date

Date that current Assigned To employee was assigned this renewal through one of the following workflows:

• The Renewal List Tool

• The Renewal Lists tab > Send to 'Assign To' Employee button

• The Re-Assign Expiring Policy

Run Date

Date that the renewal was first added to a list.

Stage

Message indicates the progress or renewal status of the expiring policy; in some cases, provides a link to an applicable data entry form.

• Cancelled: links to cancelled Policy form.

• Expired: links to expired Policy form.

• In Progress: indicates presence of Renewal Comments (to access, click the icon in the Actions column). The policy is being reviewed and is in the midst of the renewal process.

• Marketing: links to Submission Group transaction. The policy is in the Submission process.

• Nonrenewed: links to non-renewed Policy form.

• New: indicates that the policy on the list has not been worked on yet.

• Renewed: link to renewed Policy form.

• Rewritten: links to rewritten Policy form.

Complete

The system automatically checks this box when the Stage of a policy changes to one of the following:

• Cancelled

• Expired

• Nonrenewed

• Renewed

• Rewritten

This checkbox is always enabled for manual entry. Check this box to indicate that you have completed work on this expiring policy:

1. Click the box to enter a checkmark.

2. Click the Update button. You receive a confirmation message.

3. Click Yes. The message closes. The User Center refreshes, saving the data.

To remove Complete status for a policy, uncheck the box and click Update.

Update

Click this button to update the grid for a change in Complete status (i.e., checking or unchecking the Complete checkbox). You receive a confirmation message. Click Yes to proceed; the User Center refreshes, saving the data.

Column

What is This?

Click to expand and display the rows of expiring policies included on this Renewal List. You can also click anywhere in the list's header line, except the underlined expiration date range, to view the policy rows.

You only see those expiring policies assigned to you, unless you are the employee Responsible for the list (or are designated as a List CC personnel or Out of Office backup).

Select

This checkbox is enabled only for the employee designated as Responsible for the Renewal List.

Check the box to select a list, and then click the appropriate button at the bottom of the tab to take one of the following actions:

• Send to 'Assign To' Employee - After you click this button, the assigned employees will see their applicable policies when they next refresh their User Center.

• Delete - After you click this button and click Update button, your User Center refreshes; the list is gone.

Preview

Click the icon to generate the Renewal List Report, which opens in a new window. If you are designated as Responsible or List CC for a Renewal List, you can create a report for the entire list. Otherwise, you can run the report only for those policies assigned to you.

This report provides information about the state of expiring policies on a selected list. You can print the list or export it to a select file type (e.g., .xls for use with Microsoft Excel® ; .doc for use with MS Word® .)

Use the following steps to print or export the Renewal List report:

1. For list you would like to report, click the Preview icon in the Preview column.

2. The Renewal List Report launches in a new window. To print or export the report, take the appropriate action:

• Click the Print icon to open a print dialog box. Make selections to print to a local or network printer.

• Click the Export icon to open the Export Report dialog box. Select a location on your shared or local drive, and select file type: .pdf, .xls, .doc, or .rtf.

Expiration Date Range

Displays the expiration date range criteria for the policies on this Renewal List.

Click the link to open the Renewal List Tool with criteria selection fields in view-only mode. You must have security authorization to access this link.

To re-assign the list to another employee, follow these steps:

1. In the Renewal List Options section of the Renewal List Tool, select a different Responsible employee name.

2. Click Run List.

3. Click Send to Responsible Employee. When the respective User Centers are next refreshed, the list will move from the former Responsible employee's User Center to the new assignee's User Center.

Description

Description of Renewal List as entered in the Renewal List Options section of the Renewal List Tool data entry form.

Responsible

Name of the employee responsible for managing the list.

This employee has unique system authorization to assign the list's policies directly from their User Center. Also, they have unique authorization to delete the list.

CC

Name of employee who received a reference copy of this list in their User Center. This employee was selected in the Renewal List Options > List CC field of the Renewal List Tool form.

An ellipses (...) in the column indicates multiple CC employee names. The grid displays a limited number of characters. To view all names, hover your cursor over the ellipses to open a pop-up window listing all the names (they appear as short names).

Comments

Comments about list as entered in the Renewal List Options section of the Renewal List Tool data entry form.

List Status

The list remains Active until all expiring policies on the list are marked as Complete (i.e., checkmark appears in the policy's Complete column checkbox).

When all policies are Complete, the list status automatically changes to Complete.

Renewals View Options

What is this?

My Expiring Policies

Use these view options to filter the My Expiring Policies section of the tab.

Renewal Lists

Use these view options to filter the Renewal Lists section of the tab.

Color Setup

Use these options to highlight expired or expiring policies by changing their text color. You can change text color for the following options:

• Expired Policy

• Expiring next 30 days

• Expiring next 60 days

• Expiring next 90 days

• Expiring next 120 days

Take these steps to modify the colors on the tab:

1. Click the Foreground link for one of more of options. The link launches Microsoft's Color Selector.

2. Select the desired text color in the Color Selector and click Apply. The Color Selector closes.
   
   The option text in View Options > Color Setup changes, providing a preview of what this color will look like on the tab.

3. Click Apply in the View Options section of the tab.

(Hide/Show Options)

Select an option that best suits your workflow:

• Hide My Expiring Policies displays only the Renewal Lists section.

• Hide Renewal Lists displays only the My Expiring Policies section.

• To display all, select Show both sections.

Display downloaded policies

Defaults as checked. Uncheck to hide downloaded policies in the tab view.

Check this box to include downloaded policies in the tab view.

Include Renewal Lists/Policies where I am set as Backup

Defaults as checked.

If you are designated as the Out of Office backup for another employee, check this box to include that employee's User Center renewals and/or lists in your tab view.

To filter only your assigned renewals and/or lists, uncheck the box.

Include Renewal Lists where I am set as CC

Defaults as checked. Uncheck the box to hide Renewal Lists for which you are designated as the List CC employee, and for which you have no other assigned responsibility (as entered on the Renewal List Tool data entry form).

To include such lists, check the box.

Apply

Applies any new view option to the My Renewals view.

Apply Default

Applies the last saved user, or agency default view options.

• If both exist, the user default takes precedence.

• If neither exist, then the system defaults are applied.

Save as Agency Default View

Checking this checkbox applies any new view options as the Agency Default View when you click the Apply button.

This option is hidden unless you have Owner or System Administrator rights.

Save as User Default View

Checking this checkbox applies any new view options as the User Default View when you click the Apply button.

Columns

What is this?

Reporting Date

Date that the report was generated. The Reporting Date is also a link. Click it to open the report using an outside application:

• A report in PDF format opens in Adobe Acrobat Reader® .

• A report in CSV format opens in MS Excel® .

When it is open, you can choose File > Save As to save the report locally.

Format

The report's file type (i.e., CSV or PDF).

Name

The name of the report..

Description

Description of the report, as entered in the Reports data entry form.

Group

Report group, as selected in the Reports data entry form.

Example

A Claim Management Report is part of the Customer/Policy group of reports. The Expiration/Renewal Report is part of the CSR Reports group.

Scheduler

Name of the employee who scheduled the report, as entered on the Scheduled Reports data entry form.

Purge Date

Date that the report will automatically be deleted from the system, as entered on the Scheduled Reports data entry form.

Delete

Check this box to select the report for deletion. Click the Delete button to delete selected reports.

Columns

What is this?

Select

Check this box to select the report for approval. When you are ready to send the report, click the Approve and Send button. You can choose to approve and send multiple reports at the same time.

See the topic Workflow: Set Up and Use Scheduled Reports for more information.

Reporting Date

Date that the report was generated. The Reporting Date is also a link. Click it to open the report using an outside application:

• A report in PDF format opens in Adobe Acrobat Reader® .

• A report in CSV format opens in MS Excel® .

When it is open, you can choose File > Save As to save the report locally.

Recipient List

Click the Recipient List icon to open the Recipient List form. This form shows you who will receive this report once it is approved and distributed.

Name

The name of the report.

Description

Description of the report, as entered in the Reports data entry form.

Group

Report group, as selected in the Reports data entry form.

Example:

A Claim Management Report is part of the Customer/Policy group of reports. The Expiration/Renewal Report is part of the CSR Reports group.

Primary Approver

Name of the employee designated as the primary Distribution Approver on the Scheduled Reports data entry form.

Scheduler

Name of the employee who scheduled the report, as entered on the Scheduled Reports data entry form.

Delete

Check this box to select the report for deletion. Click the Delete button to delete selected reports.

(Buttons)

Columns

What is this?

Run Now

Click the Run Now icon to run the report immediately, and make it available in the Scheduled Reports to Distribute folder for all the designated approvers.

Next Occurrence

Click the date link under Next Occurrence to open the Scheduled Reports setup data entry form to edit the information for the report.

The default sort order for this folder is by Next Occurrence in descending order.

Name

The name of the report.

Description

Description of the report, as entered in the Reports data entry form.

Group

Report group, as selected in the Reports data entry form.

Example

A Claim Management Report is part of the Customer/Policy group of reports. The Expiration/Renewal Report is part of the CSR Reports group.

Last Run

The most recent date that the report was generated.

Suspend

Check this box to temporarily stop the automatic creation of the report.

You must manually remove the check from the Suspend box before the report resumes its schedule.

Alternately, you can choose Suspend until and a date; then the report automatically resumes its schedule on that date.

Suspend Until

Use these option to temporarily stop the automatic creation of the report until a specific date.

Click the icon to open the Suspend until date selection form. Choose the date that you want the report to automatically resume its schedule.

Update

Click this button to save changes to the folder.

Columns

What is this?

Preview

Click the Preview icon to generate the report in Preview mode.

The report selections default to your most recent saved settings.

Name

The name of the report. The Name is also a link to the report-specific data entry form.

Description

Description of the report, as entered in the Reports data entry form.

Group

Report group, as selected in the Reports data entry form.

Example

The Claim Management Report is part of the Customer/Policy group of reports. The Expiration/Renewal Report is part of the CSR Reports group.

Documents View Options

What is this?

Date Range From/To (mm/dd/yyyy)

Choose a date range by keying in the desired range into the From/To date range fields.

• If a From date is entered, then return all reports where either the Reporting Date or the Next Occurrence date (depending on the report folder) is equal to or greater than the date entered.

• If a To date is entered, then return all documents where either the Reporting Date or the Next Occurrence date (depending on the report folder) is equal to or smaller than the date entered.

• If no From date is entered, then assume the beginning system date, or system low date (sql low date).

• If no To date is entered, then assume infinity, or the system high date (sql high date).

If a date range is entered, and the Save As Agency Default View or Save as User Default View is checked, clear the date range fields and save the other options as appropriate.

Scheduled Reports to Distribute

Check the box to include only those reports where you are the employee designated as the primary approver, as entered on the Scheduled Reports data entry form.

Hide My Scheduled Reports

To hide the My Scheduled Reports folder, check this box. Uncheck the box to display the folder.

Hide My User Reports

To hide the My User Reports folder, check this box. Uncheck the box to display the folder.

Apply

Applies any new view option to the My Reports view.

Apply Default

Applies the last saved user, or agency default view options.

• If both exist, the user default takes precedence.

• If neither exist, then the system defaults are applied.

Save as Agency Default View

Checking this checkbox applies any new view options as the Agency Default View when you click the Apply button.

This option is hidden unless you have Owner or System Administrator rights.

Save as User Default View

Checking this checkbox applies any new view options as the User Default View when you click the Apply button.

Notes Tab Columns

What is this?

If a Note has an attachment, a paper clip () displays in the first column of the appropriate row.

If you do not have security rights to see restricted (hidden) documents, the paper clip will not display if the attachment is restricted. Therefore, you will not be able to view the attached document.

Date

Clicking the Date link opens the Notes form for the specified note.

This column can be sorted in ascending or descending order. Descending order is the default.

Note

The text entered when the Note was created.

Purge Date

When the note was created, this is the date the user chose to have the note purged. This is not a required field in the Notes form, so this field could be blank.

This column can be sorted in ascending or descending order.

Notes View Options

What is this?

Date Range From _____ To _____ (mm/dd/yyyy)

Choose a date range by keying in the desired range into the From/To date range fields.

If you use this note date option, then all other date fields are cleared.

• If a From date is entered, then return all notes where the note Date is equal to or greater than the date entered.

• If a To date is entered, then return all notes where the notes Date is equal to or smaller than the date entered.

• If no From date is entered, then assume the beginning system date (sql low date).

• If no To date is entered, then assume infinity, or the system high date (sql high date).

If a date range is entered, and the Save As Agency Default View or Save as User Default View is checked, clear the date range fields and save the other options as appropriate.

Purge Date Range From ____ To ____ (mm/dd/yyyy).

Choose a date range by keying in the desired range into the Purge date range fields.

If you use this note date option, then all other date fields are cleared.

• If a From date is entered, then return all notes where the notes Purge On date is equal to or greater than the date entered.

• If a To date is entered, then return all notes where the notes Purge On date is equal to or smaller than the date entered.

• If no From date is entered, then assume the beginning system date (sql low date).

• If no To date is entered, then assume infinity, or the system high date (sql high date).

If a date range is entered, and theSave As Agency Default VieworSave as User Default Viewis checked, clear the date range fields and save the other options as appropriate.

Include Only Notes with Attachments

If this box is checked, then display only those notes that have attachments. The default condition is unchecked.

Maximum # of Records Returned

Select the maximum number of records returned:

• 100

• 500

• 1,000

• 1,500

• 2,000

• 5,000

• 10,000

• Unlimited

Apply

Applies any new view option to the Notes view.

Apply Default

Applies the last saved user, or agency default view options.

• If both exist, the user default takes precedence.

• If neither exist, then the system defaults are applied.

Save as Agency Default View

Checking this checkbox applies any new view options as the Agency Default View when you click the Apply button.

This option is hidden unless you have Owner or System Administrator rights.

Save as User Default View

Checking this checkbox applies any new view options as the User Default View when you click the Apply button.

Suspense Columns

What is this?

By

The short name of the employee who suspended the billing. This is the default sort in ascending order.

Customer

The firm or last name of the customer for whom the billing was suspended.

Policy #

The policy number to which the suspended billing applies.

Date Suspended

The date the billing was suspended.

Source

Indicates where the suspended billing originated or the type of suspended billing. Use the Source link to open the suspended billing.

The Invoice data entry form opens. You have the option to post, cancel, or re-suspend the invoice.

The Sources of suspended billings are:

• Standard Billing

• Binder Billing

• Replace Binder Billing

• Invoice Corrections

• Online Posting

• Daily Process

• Commission Statement Posting

• User Control

• Policy

• Billing Cancel

• Change Company

• Change Personnel

• NPR

• Correction Cancel

• Post Future

• Global Change Personnel

• Void Invoice

Notes

Additional information written into the Note for Suspended billing area, on the Invoice Closing Form when the billing was suspended.

Example

The reason why the billing had to be suspended (e.g., Ran out of time before days end, or Need additional information to complete the billing).

View Options

What is this?

Display Billings Suspended By

Use to display suspended billings for a single employee or for All employees. The choice defaults to the user currently logged into AMS360.

You must have proper security authorization to view suspended billings for other employees.

Save As Agency Default View

Use to save the view options you have selected as the Agency default for all users when you click Apply.

This option appears only if you have proper authorization.

Save As User Default View

Use to save the selected view options as your User default when you click Apply.

Apply

Use to display suspended billings that meet the View Options selection criteria.

Apply Default

Use to display suspended billings based on the last saved User or Agency default view. If both a User and Agency default view exist, then the User default is applied.

Suspense Tab Columns

What is this?

Due Date

Clicking the Date link opens the Activity/Suspense form for the specified suspense.

This column can be sorted in ascending or descending order.

Priority

The suspense Priority (e.g. low, normal, critical) is set when the Suspense is created.

This column can be sorted in ascending or descending order. The secondary sort is by Due Date, oldest to newest.

By

The short name of the person who created the suspense (e.g., the person logged into AMS360 when the suspense was logged).

Center

The center from which this suspense was created.

Name

The name of the center entity for which this suspense was created.

Action

This is the Action (e.g., application, appointment, binder) assigned to the suspense.

This column can be sorted in ascending or descending order. The secondary sort is by Due Date, oldest to newest.

Policy #

The policy number for which this suspense was created.

Description

The description entered when the Suspense was created.

Complete

When a suspense item is finished, check the Complete checkbox and click Update.

• If you are assigned as the "CC" or "Backup" for the item, when you click Update a verification message is displayed. If you are sure you want to mark the item as complete (not just remove it from your own User Center) click the Complete the selected Suspense item(s) checkbox. Click Yes to confirm that you are completing an item assigned to someone else, or No to cancel and leave the item as incomplete.

• If you select the Complete checkbox for multiple items, the verification message is displayed if you are the "CC" or "Backup" for at least one of the items.  

Once a suspense item is marked Complete, the checkbox is not available and the status cannot be changed back to incomplete.

Update

Suspense View Options

What is this?

Due dates up to ___ days beyond the current date.

Select this option to see Suspense items that are equal to the current date, and those items that are a specified number of days beyond the current date.

The default number of days is 30.

If you use this suspense date option, then all other date fields are cleared.

Date Range From ____ To ____ (mm/dd/yyyy)

Choose a date range by keying in the desired range into the From/To date range fields.

If you use this suspense date option, then all other date fields are cleared.

• If a From date is entered, then return all suspense items where the suspense due date is equal to or greater than the date entered.

• If a To date is entered, then return all suspense items where the suspense due date is equal to or smaller than the date entered.

• If no From date is entered, then assume the beginning system date (sql low date).

• If no To date is entered, then assume infinity, or the system high date (sql high date).

If a date range is entered, and the Save As Agency Default View or Save as User Default View is checked, clear the date range fields and save the other options as appropriate.

Status

This option filters the Suspense items returned to the Suspense tab by the specific Status selected. The default Status is Not Completed.

• All

• Completed

• Not Completed

Action

This option filters the Suspense items returned to the Suspense tab by the specific Action selected. The default Action is All.

Priority

This option filters the Suspense items returned to the Suspense tab by the specific Priority selected. The default Priority is All.

• All

• Critical

• Normal

• Low

Color Setup

Use these options to highlight suspense items due today or past due by changing their text and background colors:

Selecting either of these options take you to a color pallet.  Select your color and click Apply.

Include Backup Suspense Items

Include those suspense items where the logged in user is the designated backup for the suspense.

Maximum # of Records Returned

Select the maximum number of records returned to the center table.

• 100

• 500

• 1,000

• 1,500

• 2,000

• 5,000

• 10,000

• Unlimited

Apply

Applies any new view option to the Suspense view.

Apply Default

Applies the last saved user, or agency default view options.

• If both exist, the user default takes precedence.

• If neither exist, then the system defaults are applied.

Save as Agency Default View

Checking this checkbox applies any new view options as the Agency Default View when you click the Apply button.

This option is hidden unless you have Owner or System Administrator rights.

Save as User Default View

Checking this checkbox applies any new view options as the User Default View when you click the Apply button.