Difference between revisions of "Management Tab"

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[[Category:Training Guides]]
 
[[Category:Training Guides]]
{{#ev:youtube|iwhJi_0yPQA|300|right|Part 4: Management Tab (Skip to minute 2:48)}}
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<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;">
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<tr>
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    <td>[[File:Ic_description_black_24dp.png|link=Newton User Guide#Newton Interface Overview]] Newton User Guide: [[Newton User Guide#Newton Interface Overview|Newton Interface Overview]]</td>
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</tr>
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<tr>
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    <td>[[File:Ic_info_black_24dp.png]] Required Software Version: [[:Category:Release Notes|Spring 2017]]</td>
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</tr>
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<tr>
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    <td>[[File: Ic_settings_backup_restore_black_24dp.png]]  Legacy Instructions Available: [http://wiki.agencysystems.com/mediawiki/index.php?title=Management_Tab&oldid=3784 Click Here]</td>
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</tr>
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 +
<tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;">
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    <td>Related Pages</td>
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</tr>
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<tr>
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<td>
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<ul>
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<li>[[Automatic Reports]]</li>
 +
<li>[[Company Tab]]</li>
 +
<li>[[DataView Integration]]</li>
 +
<li>[[Main Menu and Tab Navigation]]</li>
 +
<li>[[Report: Newton Add-on Reports]]</li>
 +
<li>[[Vendor Tab]]</li>
 +
<li>[[Voucher Transaction]]</li>
 +
</ul>
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</td>
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</tr>
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<tr style="background-color: #d3d3d3; text-align: center; ">
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    <td>Related Categories</td>
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</tr>
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<tr>
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<td>
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<ul>
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<li>[[:Category:Training Guides|Training Guides]]</li>
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</ul>
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</td>
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</tr>
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</table>
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The [[Main Menu and Tab Navigation|Main Menu]], [[User Dashboard Tab]], [[Client Tab]], [[Policy Dashboard]], [[Policy & Billing]], [[Company Tab]], [[Vendor Tab]], and Management Tab are the primary interfaces and dashboards within Newton.
 +
 
 
The management tab provides several instant reports for agency managers, including a book of business that can easily be broken down by policy or line of business, and a bar graph of income and expense over time.  
 
The management tab provides several instant reports for agency managers, including a book of business that can easily be broken down by policy or line of business, and a bar graph of income and expense over time.  
  
The management requires the following security settings:
+
Secure Attachments can be added to [[Producer Profile|Producers]], [[Company Profile|Companies]], or [[Vendor Profile|Vendors]].
*Other -> [[Security System]] -> G/L -> Balance Sheet -> View
+
 
*Other -> [[Security System]] -> G/L -> Consol Balance Sheet -> View
+
The management tab also provides access to [[DataView Integration|DataView]] and the [[Report: Newton Add-on Reports|Newton Add-on Reports]].
 +
 
 +
== Before You Begin ==
 +
The management tab requires the following security setting: Setup -> [[Security System]] -> G/L -> Balance Sheet -> View
 +
<!--:Other -> [[Security System]] -> G/L -> Consol Balance Sheet -> View-->
 +
 
 +
[[File:Ic_info_black_24dp.png]] See: [[Security System]] for more information.
 +
 
 +
== Management Tab Interface ==
 +
The Management Tab is available to office administrators as the second tab in Newton. 
 +
 
 +
[[File:Management-full.png]]
 +
 
 +
 
 +
The main menu is not specific to the Management Tab, displayed at the top of the Newton window.
 +
 
 +
[[File:Newton-mainmenu.png]]
 +
 
 +
[[File:Ic_info_black_24dp.png]] See: [[Main Menu and Tab Navigation]] for more information.
 +
 
 +
 
 +
[[File:Management-tablist.png]]
 +
 
 +
The management tab contains sub-tabs for
 +
*[[#Management Tab: Operator|Operator]]
 +
*[[#Management Tab: Company|Company]]
 +
*[[#Management Tab: Class|Class]]
 +
*[[#Management Tab: Vendor|Vendor]]
 +
*[[#Management Tab: Management Summary|Management Summary]]
 +
*[[#Management Tab: Reporting|Reporting]]
 +
 
 +
== Management Tab: Operator ==
 +
The operator tab provides a list of [[#Operator Active and Expired Policies|active policies, expired policies]], and [[#Operator Secure Attachments|secure attachments]] for individual operators.  The tab also provides a [[#Operator: All Summary / All Details|complete view of active and expired policies]] '''for the entire agency'''.
 +
 
 +
[[File:Management-operator.png]]
 +
 
 +
;Action Icons
 +
*'''Refresh:''' Reload the data on the selected tab.
 +
*'''Find Text:''' Jump to text on the page.
 +
*'''All Summary:''' Total active policy premium summary and policy count in the database by operator for all [[Producer Profile|active operators]].
 +
*'''All Details:''' Complete '''detailed list''' for all active policies in the database. 
 +
*'''Automatic Reports:'''  See [[Report: Automatic Reports]] for more information.
 +
*'''Newton Add-on Reports:''' See [[Report: Newton Add-on Reports]] for more information.
 +
*'''Include Quotes:''' Add quotes to any of the available policy lists.
 +
 
 +
=== Select an Operator ===
 +
The operator tab provides a list of active policies, expired policies, and secure attachments for individual operators. 
 +
 
 +
[[File:Ic_info_black_24dp.png]] See: [[#Operator: All Summary / All Details|Operator: All Summary / All Details]] below for summary or details for all operators.
 +
 
 +
Select the drop-down box to view a a specific code, or enter the code in the drop-down field and press '''<Enter>''' or '''<TAB>''' when finished.  By default, inactive profiles are not included in the drop-down list.  To load an inactive profile, first select the "'''Include Inactive Operators'''" check box.
 +
 
 +
[[File:Management-operator-inactive.png]]
 +
 
 +
=== Operator Active and Expired Policies ===
 +
To view an [[Producer Profile|operator’s]] active policy list, [[#Select an Operator|select the operator’s name]] and expand the '''Active Policies''' band.  All currently active policies, quotes ''([[#Management Tab: Operator|If checked in the top toolbar]])'', and binders where the selected operator is the [[Client Profile|client CSR]], [[Policy: Create A Policy|policy producer]], or [[Policy: Create A Policy|policy sub-producer]] are listed.
 +
 
 +
[[File:Management-operator-active.png]]
 +
 
 +
 
 +
The list of policies can be exported into a spreadsheet by first expanding the details, copying the list from the header band, then pasting the contents into Microsoft Excel.
 +
 
 +
[[File:Management-operator-copypaste.gif]]
 +
 
 +
 
 +
The list of expiring policies can be accessed by expanding the '''Expiring Policies''' band below Active Policies.  Expiring policies are grouped by date where the selected operator is the [[Client Profile|client CSR]], [[Policy: Create A Policy|policy producer]], or [[Policy: Create A Policy|policy sub-producer]]. As policies are renewed , replaced, or marked non-renewed, they will be removed from the list.
 +
 
 +
[[File:Management-operator-expiring.png]]
 +
 
 +
;Expiring Policy Group Definitions
 +
*Recently Expired – Policies expired within the last 30 days.
 +
*30 days – Policies set to expire within the next 30 days.
 +
*60 days – Policies set to expire within the next 60 days.
 +
*90 days – Policies set to expire within the next 90 days.
 +
*120 Days - Policies set to expire within the next 120 days.
 +
 
 +
The lists of active and expiring policies for a specific operator are similar to the lists on the [[User Dashboard Tab]]. 
 +
 
 +
The same policy can be listed under two different operators since one operator might be the client CSR, while another operator is the policy producer.
 +
 
 +
=== Operator Secure Attachments ===
 +
The management tab allows for attachments for [[#Management Tab: Operator|operators]], [[#Management Tab: Company|companies]], and [[#Management Tab: Vendor|vendors]]. 
 +
 
 +
Anything attached through drag-and-drop from within the management tab is only visible from the management tab.  [[#Select an Operator|Select the operator’s name]] and drag+drop an attachment onto the operator tab.
 +
 
 +
The attachment band includes a right click option to remove the secure attachment filter that is on by default.  Removing the filter will show both secure attachments, and items visible from the [[User Dashboard Tab]]. Secure attachments are listed in red, and public attachments listed in black.
 +
 
 +
[[File:releasenotes-management-operator-attachments-types.png]]
 +
 
 +
 
 +
[[File:Ic_info_black_24dp.png]] See: [[Attachments]] for more information.
 +
 
 +
=== Operator: All Summary / All Details ===
 +
Selecting '''All Summary''' or '''All Details''' will remove the [[#Select an Operator|selected operator]] and provide data for the entire agency.
 +
 
 +
Selecting '''All Summary''' produces a complete list for '''all active operators''', with a total for each operator.  Each total includes currently active policies, quotes ''(If checked in the top toolbar)'', and binders where the selected operator is the '''client CSR''', '''policy producer''', or '''policy sub-producer'''. Inactive operators will be included in the summary automatically if '''Show Inactive''' is currently selected.
 +
 
 +
[[File:Management-operator-allsummary.PNG]]
 +
 
 +
 
 +
[[File:Ic_info_black_24dp.png]] The '''All Summary''' view does not include grand totals, since the same policy premium may be listed under both a policy producer, policy sub-producer, or client CSR.
 +
 
 +
 
 +
Select '''All Details''' to view a complete list for all active policies in the database.  This selection will not exclude items based on operator inactive/active status.
 +
 
 +
[[File:Management-operator-alldetails.PNG]]
 +
 
 +
 
 +
[[File:Ic_info_black_24dp.png]] The Producer, Sub-Producer, and CSR columns are only visible on the '''Operator''' -> '''All Details''' list.  The columns are not listed on the company or class tabs.
 +
 
 +
The list of policies can be exported into a spreadsheet by first expanding the details, copying the list from the header band, then pasting the contents into Microsoft Excel.  (See [[Media:Management-operator-copypaste.gif|this example for more information]].)
 +
 
 +
The '''Operator -> All Details''' tab also contains an agency-wide '''Expiring Policies''' band below the '''Active Policies''' band.  The Expiring Policies band contains date range buckets similar to the operator-specific bands available from both the [[User Dashboard Tab]] and the [[#Operator Active and Expired Policies|individual operator on the management tab outlined above]].
 +
 
 +
== Management Tab: Company ==
 +
The company tab provides a list of [[#Company Active Policies|active policies]] and [[#Company Secure Attachments|secure attachments]] for individual companies.  The tab also provides a [[#Company: All Summary / All Details|complete view of active policies]] '''for the entire agency'''.
  
== Management: Operator Tab and Company Tab ==
+
[[File:Management-company.png]]
=== Operator Tab ===
 
The operator tab lists [[Producer Profile|all operators]] in Agency Systems currently set to active.  To include inactive operators, '''Right-Click''' and select '''Show Inactive'''.
 
:[[File:releasenotes-management-operator.png]]
 
  
To view an operator’s active policy list, select the operator’s name.  All currently active policies and binders will be displayed in the right frame.
+
;Action Icons
 +
*'''Refresh:''' Reload the data on the selected tab.
 +
*'''Find Text:''' Jump to text on the page.
 +
*'''All Summary:''' Total active policy premium summary and policy count in the database by company for all [[Company Profile|active companies]].
 +
*'''All Details:''' Complete '''detailed list''' for all active policies in the database.   
 +
*'''Automatic Reports:'''  See [[Report: Automatic Reports]] for more information.
 +
*'''Newton Add-on Reports:''' See [[Report: Newton Add-on Reports]] for more information.
 +
*'''Include Quotes:''' Add quotes to any of the available policy lists.
 +
*'''Display Companies by Parent:'''  Any subsidiary companies are hidden from the drop list and [[#Company: All Summary / All Details|all summary view]].  The policies associated with [[Company_Profile#Parent_Company|subsidiary companies are included in the parent company totals.]]
  
[[File:training1-management-operator.png]]
+
=== Select a Company ===
 +
The company tab provides a list of active policies and secure attachments for individual companies.  
  
*The same totals available throughout the system will be listed at the bottom of the list, as well as the familiar '''Right-Click -> Copy''' option.  
+
[[File:Ic_info_black_24dp.png]] See: [[#Company: All Summary / All Details|Company: All Summary / All Details]] below for summary or details for all companies.
*The operator’s list of expiring policies can be accessed by expanding the '''Expiring Policies''' band below Active Policies.
 
*Select '''All Summary''' to view a complete list for all active operators, with a total for each operator.  Inactive operators will be included in the summary automatically if '''Show Inactive''' is currently selected.
 
*Select '''All Details''' to view a complete list for all active policies in the database.  This selection will not exclude items based on operator inactive/active status.
 
*Select '''Include Quotes''' to add quotes to any of the available lists.
 
*Each operator has a details band containing additional profile information including the phone number, address, Email address, and a link to load their full Dashboard.  
 
  
=== Company Tab ===
+
Select the drop-down box to view a a specific code, or enter the code in the drop-down field and press '''<Enter>''' or '''<TAB>''' when finished.  By default, inactive profiles are not included in the drop-down list.  To load an inactive profile, first select the "'''Include Inactive Companies'''" check box.
The company tab lists [[Company Profile|all companies]] in Agency Systems currently set to active.  To include inactive companies, '''Right-Click''' and select '''Show Inactive'''.
 
  
To view a company’s active policy list, select the company’s name.  All currently active policies and binders will be displayed in the right frame.
+
[[File:Management-company-inactive.png]]
  
[[File:training1-management-company.png]]
 
  
*The same totals available throughout the system will be listed at the bottom of the list, as well as the familiar '''Right-Click -> Copy''' option. 
+
[[File:Ic_info_black_24dp.png]] Any subsidiary companies are hidden from the drop list by defaultUn-check '''Display companies by Parent''' to [[Company_Profile#Parent_Company|list subsidiary companies individually]].
*Select '''All Summary''' to view a complete list for all active companies, with a total for each company. Inactive companies will be included in the summary automatically if '''Show Inactive''' is currently selected.
 
*Select '''All Details''' to view a complete list for all active policies in the databaseThis selection will not exclude items based on company inactive/active status.
 
*Select '''Include Quotes''' to add quotes to any of the available lists.  
 
  
=== Operator and Company Attachments ===
+
=== Company Active Policies ===
The management tab allows for attachments on both companies and operators.   
+
To view an [[Company Profile|company’s]] active policy list, [[#Select a Company|select the company's name]] and expand the '''Active Policies''' band.  All currently active policies, quotes ''([[#Management Tab: Company|If checked in the top toolbar]])'', and binders for the selected company are listed(The list will include any subsidiary company policies unless the option is un-checked).
  
Anything attached through drag-and-drop from within the management tab is only visible from the management tab.  
+
[[File:Management-company-active.png]]
  
[[File:releasenotes-management-operator-attachments.png]]
 
  
The attachment band on each management tab includes a right click option to remove the private attachment filter that is on by default.
+
The list of policies can be exported into a spreadsheet by first expanding the details, copying the list from the header band, then pasting the contents into Microsoft Excel. (See [[Media:Management-operator-copypaste.gif|this example for more information]].)
  
[[File:releasenotes-management-operator-attachments-filter.png]]
+
=== Company Secure Attachments ===
 +
The management tab allows for attachments for [[#Management Tab: Operator|operators]], [[#Management Tab: Company|companies]], and [[#Management Tab: Vendor|vendors]]
  
Removing the filter will show both private attachments, and items attached to the public areas. For companies, this will include [[Attachment Integration|attachments on the company tab]].  For operators this will include all items visible on the dashboard.
+
Anything attached through drag-and-drop from within the management tab is only visible from the management tab.   [[#Select a Company|Select the company's name]] and drag+drop an attachment onto the company tab.  
  
Private attachments are listed in red, and public attachments listed in black.
+
The attachment band includes a right click option to remove the secure attachment filter that is on by default.  Removing the filter will show both secure attachments, and items attached to the [[Company Tab]]. Secure attachments are listed in red, and public attachments listed in black.
  
 
[[File:releasenotes-management-operator-attachments-types.png]]
 
[[File:releasenotes-management-operator-attachments-types.png]]
  
== Management: Class Tab ==
 
To view a policy list by class, [[Class Profile|select the class code]] in the left hand frame.  All currently active policies and binders will be displayed in the right frame.
 
  
[[File:training1-management-class.png]]
+
[[File:Ic_info_black_24dp.png]] See: [[Attachments]] for more information.
 +
 
 +
=== Company: All Summary / All Details ===
 +
Selecting '''All Summary''' or '''All Details''' will remove the [[#Select a Company|selected company]] and provide data for the entire agency.
 +
 
 +
Selecting '''All Summary''' produces a complete list for '''all active companies''', with a total for each company.  Each total includes currently active policies, quotes ''(If checked in the top toolbar)'', and binders for the selected company.  (The list will include any subsidiary company policies unless the option is un-checked).  Inactive companies will be included in the summary automatically if '''Show Inactive''' is currently selected.
 +
 
 +
[[File:Management-company-allsummary.PNG]]
 +
 
 +
 
 +
[[File:Ic_info_black_24dp.png]] The '''All Summary''' view does not include grand totals, however the '''All Details''' view does.
 +
 
 +
 
 +
Select '''All Details''' to view a complete list for all active policies in the database.  This selection will not exclude items based on company inactive/active status.
 +
 
 +
[[File:Management-company-alldetails.PNG]]
 +
 
 +
 
 +
[[File:Ic_info_black_24dp.png]] The Producer, Sub-Producer, and CSR columns are only visible on the '''Operator''' -> '''All Details''' list.  The columns are not listed on the company or class tabs.
 +
 
 +
The list of policies can be exported into a spreadsheet by first expanding the details, copying the list from the header band, then pasting the contents into Microsoft Excel.  (See [[Media:Management-operator-copypaste.gif|this example for more information]].)
 +
 
 +
 
 +
== Management Tab: Class ==
 +
The class tab provides a list of [[#Class Active Policies|active policies]] for individual class codes (policy types).  The tab also provides a [[#Class: All Summary / All Details|complete view of active policies]] '''for the entire agency'''.
 +
 
 +
[[File:Management-class.png]]
 +
 
 +
;Action Icons
 +
*'''Refresh:''' Reload the data on the selected tab.
 +
*'''Find Text:''' Jump to text on the page.
 +
*'''All Summary:''' Total active policy premium summary and policy count in the database by class for all [[Class Profile|classes]].
 +
*'''All Details:''' Complete '''detailed list''' for all active policies in the database. 
 +
*'''Automatic Reports:'''  See [[Report: Automatic Reports]] for more information.
 +
*'''Newton Add-on Reports:''' See [[Report: Newton Add-on Reports]] for more information.
 +
*'''Include Quotes:''' Add quotes to any of the available policy lists.
 +
 
 +
=== Select a Class ===
 +
The class tab provides a list of active policies for individual classes (policy types).
 +
 
 +
[[File:Ic_info_black_24dp.png]] See: [[#Class: All Summary / All Details|Class: All Summary / All Details]] below for summary or details for all classes.
 +
 
 +
Select the drop-down box to view a a specific code, or enter the code in the drop-down field and press '''<Enter>''' or '''<TAB>''' when finished. 
 +
 
 +
[[File:Ic_info_black_24dp.png]] See [[Class Profile]] for more information.
 +
 
 +
=== Class Active Policies ===
 +
To view a [[Class Profile|class]] active policy list, [[#Select a Class|select the class name]] and expand the '''Active Policies''' band.  All currently active policies, quotes ''([[#Management Tab: Class|If checked in the top toolbar]])'', and binders for the selected class are listed. 
 +
 
 +
[[File:Management-class-active.png]]
 +
 
 +
 
 +
The list of policies can be exported into a spreadsheet by first expanding the details, copying the list from the header band, then pasting the contents into Microsoft Excel. (See [[Media:Management-operator-copypaste.gif|this example for more information]].)
 +
 
 +
=== Class: All Summary / All Details ===
 +
Selecting '''All Summary''' or '''All Details''' will remove the [[#Select a Class|selected class]] and provide data for the entire agency.
 +
 
 +
Selecting '''All Summary''' produces a complete list for '''all classes''', with a total for each class.  Each total includes currently active policies, quotes ''(If checked in the top toolbar)'', and binders for the selected class.
 +
 
 +
[[File:Management-class-allsummary.PNG]]
 +
 
 +
 
 +
[[File:Ic_info_black_24dp.png]] The '''All Summary''' view does not include grand totals, however the '''All Details''' view does.
 +
 
 +
 
 +
Select '''All Details''' to view a complete list for all active policies in the database. 
 +
 
 +
[[File:Management-class-alldetails.png]]
 +
 
 +
 
 +
[[File:Ic_info_black_24dp.png]] The Producer, Sub-Producer, and CSR columns are only visible on the '''Operator''' -> '''All Details''' list.  The columns are not listed on the company or class tabs.
 +
 
 +
The list of policies can be exported into a spreadsheet by first expanding the details, copying the list from the header band, then pasting the contents into Microsoft Excel.  (See [[Media:Management-operator-copypaste.gif|this example for more information]].)
 +
 
 +
== Management Tab: Vendor ==
 +
The vendor section within the management tab contains the same [[Voucher Transaction|voucher]] and check history tabs available within the [[Vendor Tab: Vendor Accounting|Vendor Tab]].
 +
 
 +
[[File:Management-vendor.png]]
 +
 
 +
 
 +
Vouchers within the management tab are only displayed '''by default''' if the voucher has a balance.  To view previously paid vouchers, select '''Include Zero Balances''' or navigate to the [[Vendor Tab: Vendor Accounting|vendor accounting tab]].
 +
 
 +
To view '''all vendors with outstanding vouchers''' within the selected date range, select either '''All Summary''' or '''All Details'''.
 +
 
 +
The vendor tab also has an attachments band for saving secure attachments to a specific vendor, similar to the [[#Management: Company|company section]] outlined above.
 +
 
 +
[[File:Ic_info_black_24dp.png]] See: [[Vendor Tab: Vendor Accounting]] for more information.
 +
 
 +
== Management Tab: Management Summary ==
 +
The Management Summary includes a breakdown of current, past, and future Cash, Invoice, Receivable, Payable, and Commission data. Select the drop-downs on the right for current balances of Cash in Banks, Client Receivables, Company Receivables, Company Payables, and Producer Payables.
 +
 
 +
The management summary also provides access to the [[DataView Integration|DataView executive dashboard]].
 +
 
 +
[[File:Management-mgtsummary.png]]
  
*The same totals available throughout the system will be listed at the bottom of the list, as well as the familiar '''Right-Click -> Copy''' option.
 
*Select '''All Summary''' to view a complete list for all class codes, with a total for each class. 
 
*Select '''All Details''' to view a complete list for all active policies in the database.
 
*Select '''Include Quotes''' to add quotes to any of the available lists.
 
== Management: Management Summary Tab ==
 
Click Management Summary for a breakdown of current, past, and future Cash, Invoice, Receivable, Payable, and Commission data. Select the drop-downs on the right for current balances of Cash in Banks, Client Receivables, Company Receivables, Company Payables, and Producer Payables.
 
  
[[File:training1-management-summary.png]]
+
[[File:Ic_info_black_24dp.png]] See: [[Report: Daily Management Summary]] for more information.
  
== Management: Reporting Tab ==
+
== Management Tab: Reporting ==
The reporting tab displays bar graphs of Client Receivables, Company Receivables, Cash Flow, and Income vs Expense. You can see history for the past 6, 12, or 24 months.
+
The reporting tab displays bar graphs of Client Receivables, Company Receivables, Cash Flow, and Income vs Expense. History for the past 6, 12, or 24 months is available.
  
[[File:training1-management-reporting.png]]
+
[[File:Ic_info_black_24dp.png]] See: [[:Category: Reports|Category: Reports]] for more information.

Latest revision as of 21:27, 7 May 2018

Ic description black 24dp.png Newton User Guide: Newton Interface Overview
Ic info black 24dp.png Required Software Version: Spring 2017
Ic settings backup restore black 24dp.png Legacy Instructions Available: Click Here
Related Pages
Related Categories

The Main Menu, User Dashboard Tab, Client Tab, Policy Dashboard, Policy & Billing, Company Tab, Vendor Tab, and Management Tab are the primary interfaces and dashboards within Newton.

The management tab provides several instant reports for agency managers, including a book of business that can easily be broken down by policy or line of business, and a bar graph of income and expense over time.

Secure Attachments can be added to Producers, Companies, or Vendors.

The management tab also provides access to DataView and the Newton Add-on Reports.

Before You Begin

The management tab requires the following security setting: Setup -> Security System -> G/L -> Balance Sheet -> View

Ic info black 24dp.png See: Security System for more information.

Management Tab Interface

The Management Tab is available to office administrators as the second tab in Newton.

Management-full.png


The main menu is not specific to the Management Tab, displayed at the top of the Newton window.

Newton-mainmenu.png

Ic info black 24dp.png See: Main Menu and Tab Navigation for more information.


Management-tablist.png

The management tab contains sub-tabs for

Management Tab: Operator

The operator tab provides a list of active policies, expired policies, and secure attachments for individual operators. The tab also provides a complete view of active and expired policies for the entire agency.

Management-operator.png

Action Icons
  • Refresh: Reload the data on the selected tab.
  • Find Text: Jump to text on the page.
  • All Summary: Total active policy premium summary and policy count in the database by operator for all active operators.
  • All Details: Complete detailed list for all active policies in the database.
  • Automatic Reports: See Report: Automatic Reports for more information.
  • Newton Add-on Reports: See Report: Newton Add-on Reports for more information.
  • Include Quotes: Add quotes to any of the available policy lists.

Select an Operator

The operator tab provides a list of active policies, expired policies, and secure attachments for individual operators.

Ic info black 24dp.png See: Operator: All Summary / All Details below for summary or details for all operators.

Select the drop-down box to view a a specific code, or enter the code in the drop-down field and press <Enter> or <TAB> when finished. By default, inactive profiles are not included in the drop-down list. To load an inactive profile, first select the "Include Inactive Operators" check box.

Management-operator-inactive.png

Operator Active and Expired Policies

To view an operator’s active policy list, select the operator’s name and expand the Active Policies band. All currently active policies, quotes (If checked in the top toolbar), and binders where the selected operator is the client CSR, policy producer, or policy sub-producer are listed.

Management-operator-active.png


The list of policies can be exported into a spreadsheet by first expanding the details, copying the list from the header band, then pasting the contents into Microsoft Excel.

Management-operator-copypaste.gif


The list of expiring policies can be accessed by expanding the Expiring Policies band below Active Policies. Expiring policies are grouped by date where the selected operator is the client CSR, policy producer, or policy sub-producer. As policies are renewed , replaced, or marked non-renewed, they will be removed from the list.

Management-operator-expiring.png

Expiring Policy Group Definitions
  • Recently Expired – Policies expired within the last 30 days.
  • 30 days – Policies set to expire within the next 30 days.
  • 60 days – Policies set to expire within the next 60 days.
  • 90 days – Policies set to expire within the next 90 days.
  • 120 Days - Policies set to expire within the next 120 days.

The lists of active and expiring policies for a specific operator are similar to the lists on the User Dashboard Tab.

The same policy can be listed under two different operators since one operator might be the client CSR, while another operator is the policy producer.

Operator Secure Attachments

The management tab allows for attachments for operators, companies, and vendors.

Anything attached through drag-and-drop from within the management tab is only visible from the management tab. Select the operator’s name and drag+drop an attachment onto the operator tab.

The attachment band includes a right click option to remove the secure attachment filter that is on by default. Removing the filter will show both secure attachments, and items visible from the User Dashboard Tab. Secure attachments are listed in red, and public attachments listed in black.

Releasenotes-management-operator-attachments-types.png


Ic info black 24dp.png See: Attachments for more information.

Operator: All Summary / All Details

Selecting All Summary or All Details will remove the selected operator and provide data for the entire agency.

Selecting All Summary produces a complete list for all active operators, with a total for each operator. Each total includes currently active policies, quotes (If checked in the top toolbar), and binders where the selected operator is the client CSR, policy producer, or policy sub-producer. Inactive operators will be included in the summary automatically if Show Inactive is currently selected.

Management-operator-allsummary.PNG


Ic info black 24dp.png The All Summary view does not include grand totals, since the same policy premium may be listed under both a policy producer, policy sub-producer, or client CSR.


Select All Details to view a complete list for all active policies in the database. This selection will not exclude items based on operator inactive/active status.

Management-operator-alldetails.PNG


Ic info black 24dp.png The Producer, Sub-Producer, and CSR columns are only visible on the Operator -> All Details list. The columns are not listed on the company or class tabs.

The list of policies can be exported into a spreadsheet by first expanding the details, copying the list from the header band, then pasting the contents into Microsoft Excel. (See this example for more information.)

The Operator -> All Details tab also contains an agency-wide Expiring Policies band below the Active Policies band. The Expiring Policies band contains date range buckets similar to the operator-specific bands available from both the User Dashboard Tab and the individual operator on the management tab outlined above.

Management Tab: Company

The company tab provides a list of active policies and secure attachments for individual companies. The tab also provides a complete view of active policies for the entire agency.

Management-company.png

Action Icons

Select a Company

The company tab provides a list of active policies and secure attachments for individual companies.

Ic info black 24dp.png See: Company: All Summary / All Details below for summary or details for all companies.

Select the drop-down box to view a a specific code, or enter the code in the drop-down field and press <Enter> or <TAB> when finished. By default, inactive profiles are not included in the drop-down list. To load an inactive profile, first select the "Include Inactive Companies" check box.

Management-company-inactive.png


Ic info black 24dp.png Any subsidiary companies are hidden from the drop list by default. Un-check Display companies by Parent to list subsidiary companies individually.

Company Active Policies

To view an company’s active policy list, select the company's name and expand the Active Policies band. All currently active policies, quotes (If checked in the top toolbar), and binders for the selected company are listed. (The list will include any subsidiary company policies unless the option is un-checked).

Management-company-active.png


The list of policies can be exported into a spreadsheet by first expanding the details, copying the list from the header band, then pasting the contents into Microsoft Excel. (See this example for more information.)

Company Secure Attachments

The management tab allows for attachments for operators, companies, and vendors.

Anything attached through drag-and-drop from within the management tab is only visible from the management tab. Select the company's name and drag+drop an attachment onto the company tab.

The attachment band includes a right click option to remove the secure attachment filter that is on by default. Removing the filter will show both secure attachments, and items attached to the Company Tab. Secure attachments are listed in red, and public attachments listed in black.

Releasenotes-management-operator-attachments-types.png


Ic info black 24dp.png See: Attachments for more information.

Company: All Summary / All Details

Selecting All Summary or All Details will remove the selected company and provide data for the entire agency.

Selecting All Summary produces a complete list for all active companies, with a total for each company. Each total includes currently active policies, quotes (If checked in the top toolbar), and binders for the selected company. (The list will include any subsidiary company policies unless the option is un-checked). Inactive companies will be included in the summary automatically if Show Inactive is currently selected.

Management-company-allsummary.PNG


Ic info black 24dp.png The All Summary view does not include grand totals, however the All Details view does.


Select All Details to view a complete list for all active policies in the database. This selection will not exclude items based on company inactive/active status.

Management-company-alldetails.PNG


Ic info black 24dp.png The Producer, Sub-Producer, and CSR columns are only visible on the Operator -> All Details list. The columns are not listed on the company or class tabs.

The list of policies can be exported into a spreadsheet by first expanding the details, copying the list from the header band, then pasting the contents into Microsoft Excel. (See this example for more information.)


Management Tab: Class

The class tab provides a list of active policies for individual class codes (policy types). The tab also provides a complete view of active policies for the entire agency.

Management-class.png

Action Icons
  • Refresh: Reload the data on the selected tab.
  • Find Text: Jump to text on the page.
  • All Summary: Total active policy premium summary and policy count in the database by class for all classes.
  • All Details: Complete detailed list for all active policies in the database.
  • Automatic Reports: See Report: Automatic Reports for more information.
  • Newton Add-on Reports: See Report: Newton Add-on Reports for more information.
  • Include Quotes: Add quotes to any of the available policy lists.

Select a Class

The class tab provides a list of active policies for individual classes (policy types).

Ic info black 24dp.png See: Class: All Summary / All Details below for summary or details for all classes.

Select the drop-down box to view a a specific code, or enter the code in the drop-down field and press <Enter> or <TAB> when finished.

Ic info black 24dp.png See Class Profile for more information.

Class Active Policies

To view a class active policy list, select the class name and expand the Active Policies band. All currently active policies, quotes (If checked in the top toolbar), and binders for the selected class are listed.

Management-class-active.png


The list of policies can be exported into a spreadsheet by first expanding the details, copying the list from the header band, then pasting the contents into Microsoft Excel. (See this example for more information.)

Class: All Summary / All Details

Selecting All Summary or All Details will remove the selected class and provide data for the entire agency.

Selecting All Summary produces a complete list for all classes, with a total for each class. Each total includes currently active policies, quotes (If checked in the top toolbar), and binders for the selected class.

Management-class-allsummary.PNG


Ic info black 24dp.png The All Summary view does not include grand totals, however the All Details view does.


Select All Details to view a complete list for all active policies in the database.

Management-class-alldetails.png


Ic info black 24dp.png The Producer, Sub-Producer, and CSR columns are only visible on the Operator -> All Details list. The columns are not listed on the company or class tabs.

The list of policies can be exported into a spreadsheet by first expanding the details, copying the list from the header band, then pasting the contents into Microsoft Excel. (See this example for more information.)

Management Tab: Vendor

The vendor section within the management tab contains the same voucher and check history tabs available within the Vendor Tab.

Management-vendor.png


Vouchers within the management tab are only displayed by default if the voucher has a balance. To view previously paid vouchers, select Include Zero Balances or navigate to the vendor accounting tab.

To view all vendors with outstanding vouchers within the selected date range, select either All Summary or All Details.

The vendor tab also has an attachments band for saving secure attachments to a specific vendor, similar to the company section outlined above.

Ic info black 24dp.png See: Vendor Tab: Vendor Accounting for more information.

Management Tab: Management Summary

The Management Summary includes a breakdown of current, past, and future Cash, Invoice, Receivable, Payable, and Commission data. Select the drop-downs on the right for current balances of Cash in Banks, Client Receivables, Company Receivables, Company Payables, and Producer Payables.

The management summary also provides access to the DataView executive dashboard.

Management-mgtsummary.png


Ic info black 24dp.png See: Report: Daily Management Summary for more information.

Management Tab: Reporting

The reporting tab displays bar graphs of Client Receivables, Company Receivables, Cash Flow, and Income vs Expense. History for the past 6, 12, or 24 months is available.

Ic info black 24dp.png See: Category: Reports for more information.