Required Items

Many users need a method to input and track events or activities that are associated with managing a producer's compliance lifecycle. For example, you could require a producer to forward certain documentation for your licensing staff to keep on file, such as a driver's license copy or fingerprint card. At other times, it might be necessary to set a "milestone" for internal use by which a producer will be expected to have fulfilled all necessary requirements to be eligible to sell a product.

You can set events or activities as "required items" in a producer record, and then use a simple reporting tool to compile "to-do" or follow-up lists. Required items are easy to use and flexible enough to accommodate a wide range of uses.

Use the Required Items data section of a producer record to review a producer's required items.

ClosedView screen capture

To review a producer's Required Items, click the Required Items link in the Quick Links box of a producer record that is open in the Review/Update Producer page.

The Required Items data section includes the following fields and controls:

  • : For each required item listed, click the node to expand the record row to display additional information related to the selection required item. Click the node () again to collapse the record row and hide the additional information. Fields include the following:

  • Business Unit: Displays the short name of the business unit associated with the required item.

  • Comment: Displays a text comment associated with the required item.

  • All Request Dates: Displays the date(s) on which an original and subsequent requests were made to fulfill the required item.

  • State: For each required item listed for which a state is recorded, displays the name of the state associated with the required item.

  • Required Item: For each required item listed, displays its name.

  • Status: For each required item listed, displays its current status (e.g., Pending, Requested, Received).

  • Request Date: For each required item listed, displays the date on which the required item was most recently requested.

  • Follow-up Date: For each required item listed for which a follow-up date is recorded, displays the date on which the request for the required item is to be reviewed.

  • Received Date: For each required item listed for which a received date is recorded, displays the date on which the request for the required item was fulfilled,  

  • Other Identifier: For each required item listed for which an additional identifier for the required item is recorded, displays the additional required item identifier.

  • Add/Update/Delete Required Items: Click to open the Maintain Producer Required Items page, where you can add, update, or delete required items for the selected producer.

Notes

Note: Depending on your company's configuration of PLM, required items information may be added to a producer record automatically, as part of a Producer Express onboarding or maintenance transaction request. For more information, consult the Producer Express online help.

Note: Required items information can be loaded to a batch of producer records through a custom data load, performed by Vertafore Managed Services. For more information, consult your Vertafore representative.

Tips

You can follow up on the status of required items and create a tickler or "to-do" list by running the Required Items Inquiry.