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1. Introduction
The Policy Actions & Warnings allows feature enables you to see the warnings to be aware of and actions to be taken.
To go to Policy Actions & Warnings, please navigate to menu Insurance.
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view important warnings and necessary actions.
a. Before you begin
You need permission to view Policies to access this feature.
2. Policy Actions & Warnings
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list
Choose Insurance menu → Policy Actions & Warning
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The list will
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display all policies
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that have outstanding actions and warnings
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related to the Motor registry
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, Policy document
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, and Termination letter.
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Each row is the policy , has and the following information:
Field | Description |
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Policy reference |
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The reference to the policy
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Product |
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The product name that the policy is created on | |
Description | The description of the policy |
Period |
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The policy period (Start date - End date) | |
Number of actions |
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<TBD>
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Earliest action date | Date of the 1st action of the policy |
Latest action date | Date of the recent action of the policy |
Notes: You need to go to policy details to see the detailed To view the warnings and corresponding actions on for that policy, and you must access the policy details. If necessary, you can also take action from there if it’s applicable (providing that retrying the action can be retried and you have sufficient permissionsis an option and your permissions are adequate).
2. Clear warnings
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a. Before you begin
<TBD>
b. Clear warning
Open the Policy Actions &
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Click on Clear warnings action, it will show a confirmation below.
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If you click Yes, this action will remove the policy item in the list, but not actually clear/remove warnings from the policy. This only means you already acknowledged the issue. To resolve the outstanding issue, you need to view policy details and take action there if it’s applicable.
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Warning list
Click on the Clear Warnings button
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Confirm the dialog
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When you confirm, the warning will be removed from the list.
Please note that this action only removes the warning from the list, but doesn’t resolve it. To address the issue, you will need to access the policy details and take appropriate action.
3. Warning indicator on the Policy list
If a policy has contains warnings / or actions, there you will be see a small indicator on the Policy list as shown below.
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