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Table of Contents
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1. Introduction

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The Policy Actions & Warnings feature enables you to view important warnings and necessary actions.

Info

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Before you begin

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: You need permission to

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View Policies to access this feature.

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Expand
titlePolicy Actions & Warnings list

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  1. Go to Insurance

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  1. Menu Policy Actions &

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  1. Warnings

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    1. View the list of policies with pending actions or warnings related to the Motor

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    1. Registry, Policy

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    1. Document,

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    1. or Termination

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    1. Letter.

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    Each row is the policy and the following information

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    Field

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    Description

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    Policy reference

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    The reference to the policy

    • You can click on the reference to see policy details

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    Product

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    The product name that the policy is created on

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    Description

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    The description of the policy

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    Period

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    The policy period (Start date - End date)

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    Number of actions

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    <TBD>

    • You can click to see policy details

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    Earliest action date

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    Date of the 1st action of the policy

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    Latest action date

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    Date of the recent action of the policy

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    1. Click on the policy reference to view the policy details, where you can see the warnings and what needs to be done. If you have the right permissions and retrying is an option, you can also take action directly from there

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    2. Clear warnings

    a. Before you begin

    <TBD>

    b. Clear warning

    1. .

    Expand
    titleHow can I clear all the warnings for a policy?
    1. Open the Policy Actions & Warning list

    2. Click on the Clear Warnings button

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    1. Confirm the dialog

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    1. When you confirm, the warning will be removed from the list.

      1. 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.

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    If a policy contains warnings or actions, you will see a small indicator on the Policy list as shown below.

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    • View policy warning message