Appointment Request Status Inquiry

Use the Appointment Request Status Inquiry page to check the status of appointment or appointment termination requests in all, one, or multiple states.

If desired, filter by request status, state, submitting staff member, business unit, or external system identifier. If you elect to report appointment requests with multiple statuses, the report conveniently groups the output by request status (e.g., see all approved requests, then all denied requests, etc.)

View screen capture of report criteria

View screen capture of report results in HTML view

View screen capture of report results in spreadsheet view

To open the Appointment Request Status Inquiry page, from the Inquiries menu select Appointment, and then select Appointment Request Status Inquiry.

The Appointment Request Status Inquiry page contains the following sections:

Report Criteria

Enter report criteria about the appointment or termination requests you want to report.

Fields and controls include the following:

Appointment Request Submitted or Recorded Between: Required. Enter a date range during which appointments or terminations were submitted or recorded for reported producers. Enter the following:
Begin Date: Enter the first date of a date range in which to search for the value of the Submit Date field in producer appointments information. Use the mmddyyyy date format. Or, click the Calendar button () to open a popup calendar from which you can click to select a date.
End Date: Enter the last date of a date range in which to search for the value of the Submit Date field in producer appointments information. Use the mmddyyyy date format. Or, click the Calendar button () to open a popup calendar from which you can click to select a date.

External System ID: To filter the report results to include requests for producers with a specific external system ID, enter the external system ID.
Active External System IDs Only: Click to checkmark the checkbox to filter the report results to exclude requests for producers whose external system ID (as expressed in the External System ID field, above) is inactive.
Include Record Only Appointments: By default, the report results will include only appointment or termination requests submitted electronically to appointment states through PLM Producer Manager or Producer Express. Click to checkmark the checkbox to also include appointments and terminations that were manually recorded on producer records and not submitted to states.
Request Statuses: To report requests without regard to processing status, make no selection from the box. Or, to filter the report results to include only requests with specific processing statuses, click to select one or multiple processing statuses in the box. To select multiples, press the CTRL key on your keyboard while clicking; click again while pressing the CTRL key to de-select.
State: To report requests without regard to appointment state, make no selection from the box. Or, to filter the report results to include only requests submitted to or recorded for a specific appointment state, click to select one or multiple state names in the box. To select multiples, press the CTRL key on your keyboard while clicking; click again while pressing the CTRL key to de-select.
Submitting Staff Member: To report requests without regard to the staff member who submitted or recorded the appointments or terminations, make no selection from the box. Or, to filter the report results to include only requests submitted or recorded by a specific staff member, click to select one or multiple staff member names in the box. To select multiples, press the CTRL key on your keyboard while clicking; click again while pressing the CTRL key to de-select.
Business Unit: To report requests without regard to reported producers' business unit criteria, make no selection from the box. Or, to filter the report results to include only requests concerning reported producers assigned to one or multiple business units, click to select one or multiple business unit short names in the box. To select multiples, press the CTRL key on your keyboard while clicking; click again while pressing the CTRL key to de-select.

Spreadsheet View: Click to checkmark the checkbox to output the report results in a tabular spreadsheet format. To generate the report in a spreadsheet format, click the Submit Offline button and then click the Excel Format button () associated with the inquiry on the Recent Reports page to view the spreadsheet.

Report Results

Displays producer appointment or termination request information stored in your company's instance of Producer Manager that met the report criteria. Results may be narrowed by selected filter criteria.

The header of the report results window displays a summary of the selected report criteria.

If viewed in HTML format, report results are grouped by state and sorted alphabetically by producer name. If viewed in spreadsheet format, results are sorted first by state and then by producer name.

Results include the following data fields:

State: For each request listed that met the report criteria, displays the name and the two-letter code for the appointment state selected in the report criteria.
Status: CalledAppointment Request Statusin HTML format. For each request listed that met the report criteria, displays its result (e.g., Approved (processed and approved by the state); Denied (processed and rejected by the state); Submitted to SIRCON (pending state processing), or Error (request encountered a process error ).
Producer/Licensee Name: For each request listed that met the report criteria, displays the producer's name information: last name, first name, and middle name for individuals or firm name for firms. (For more information, see Details.)
EIN/SSN: For each request listed that met the report criteria, displays the producer's taxpayer identification information: Social Security Number for individuals or Federal Employer Identification Number for firms. (For more information, see Details.)
BU: For each request listed that met the report criteria, displays the short name(s) of the business units to which the producer is actively assigned (sorted alphabetically).
External System ID: For each request listed that met the report criteria, displays the producer's external system IDs.
Request Type: For each request listed that met the report criteria, displays the processing interface or method (e.g., PIN (request sent to state through the NIPR Gateway); Sfs (request sent directly to a "Sircon State"), or Paper (a record-only transaction), etc.)
Requested Action: For each request listed that met the report criteria, displays the submitted transaction type, either Appointment or Termination.
BI Processing Status: For each request listed that met the report criteria, displays the status of a background investigation request that is related to the transaction request (i.e., the actual request, not the result).
Company: For each request listed that met the report criteria, displays the name of the appointing company.
State Appointment: For each request listed that met the report criteria, displays the appointment type.
Requested Effective Date: For each request listed that met the report criteria, displays date on which the appointment or termination was requested to become effective.
Actual Effective Date: For each request listed that met the report criteria, displays the date on which a requested appointment or termination became or would become effective, based on Vertafore-configured state backdating or system future-dating rules.
Termination Date: For each request listed that met the report criteria, displays the date on which the appointment for which a termination was requested became inactive.
Termination Reason: For each request listed that met the report criteria, displays the state-specific termination reason submitted with the termination request.
Submitting Staff Member: For each request listed that met the report criteria, displays the user name of the staff member or process that submitted the transaction request. If the request was submitted through an automated process, displays SYSTEM_USER.

Page Controls

Warning

Results of the Appointment Request Status Inquiry may contain unmasked, full Social Security Number information for individual producers. It is not possible to configure the system to mask or hide these values in the report results. However, using a security role setting, a user with administrator permissions may deny other users the permission to run this inquiry or view inquiry results requested by other users. For more information, see Maintain Security Role.