1. Introduction
The Policy Actions & Warnings feature enables you to view important warnings and necessary actions.
a. Before you begin
You need permission to view Policies to access this feature.
2. Policy Actions & Warnings list
Choose Insurance menu → Policy Actions & Warning
The list will display all policies that have outstanding actions and warnings related to the Motor registry, Policy document, and Termination letter.
Each row is the policy and the following information
Field | Description |
|---|---|
Policy reference | The reference to the policy
|
Product | The product name that the policy is created on |
Description | The description of the policy |
Period | The policy period (Start date - End date) |
Number of actions | <TBD>
|
Earliest action date | Date of the 1st action of the policy |
Latest action date | Date of the recent action of the policy |
Notes: To view the warnings and corresponding actions for that policy, you must access the policy details. If necessary, you can also take action from there (providing that retrying the action is an option and your permissions are adequate).
2. Clear warnings
a. Before you begin
<TBD>
b. Clear warning
Open the Policy Actions & Warning list
Click on the Clear Warnings button
Confirm the dialog
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 contains warnings or actions, you will see a small indicator on the Policy list as shown below.
