Diary

Required Software Version: September 2015

Legacy Instructions Available: Click Here

Related Pages

Download Alerts Training 1: Newton Interface Overview Training 5: Email, Diary, Activity, Client Notes & Memo Writer

Related Categories

Policy Tasks

Diaries are simple follow-up or to-do items that display on the assigned operator's Dashboard Tab based on the suspense date. A diary can be used for simple inter-office communication, action items on policies, or can be created automatically by common policy tasks or Download Alerts.

Create A Diary

A diary can be created from the Client Dashboard Tab, Policy Express, Download Alerts, the Company Tab, or the Vendor Tab.

Although a diary is commonly associated with a specific policy, a diary can also be saved to a client without a policy, or directly to an operator for inter-office communication.

Diary (window)

Create An Operator Diary

1. After opening Newton, locate the Diaries section of the Dashboard Tab.
2. Select Create Diary within the expanded Diaries band.
3. The From field and the To (assigned) field will pre-fill as the current operator.
4. Enter a short Description. Optionally enter additional details in the Comments section.
5. Verify the Suspense Date.
6. Reassign the To field to the correct operator. Open diaries display on the assigned operator's Dashboard Tab.
7. Select Save.
8. See the Diary Interface section below.

Create A Client Diary

1. Load a client on one of the client tabs.
2. The From field will pre-fill from the client, and the To (assigned) field will pre-fill as the current operator.
3. Select Create Diary within the expanded Diaries band. (If not expanded by default, see: Preferences)
4. Enter a short Description. Optionally enter additional details in the Comments section.
5. Verify the Suspense Date.
6. Reassign the To field to the correct operator. Open diaries display on the assigned operator's Dashboard Tab.
7. Select Save.
8. See the Diary Interface section below.

Create A Policy Diary

1. Load a client on one of the client tabs.
2. Select the (+) next to Policies. (To expand the band by default, see: Preferences)
3. Left-Click the desired policy number to open Policy Express.
4. Select Create Diary within the expanded Diaries band. (If not expanded by default, see: Preferences)
5. The From field will pre-fill from the client, and the To (assigned) field will pre-fill as the current operator. The Diary Category, Diary Sub-Category, and Company will pre-fill from the policy.
6. Enter a short Description. Optionally enter additional details in the Comments section.
7. Verify the Suspense Date.
8. Reassign the To field to the correct operator. Open diaries display on the assigned operator's Dashboard Tab.
9. Select Save.
10. See the Diary Interface section below.

Diary Interface

Diary Details

For each of the diary fields, enter the code or left-click the display field to select from the list of available profiles. (To create a new profile, right-click within the code entry field.)

The Description displays on the dashboards, and can be changed at a later date.

The comment section includes a one-click date and time stamp to append the existing comments with additional notes. Selecting the button will shift the current comments down, enter the current date, time, and operator, and place the cursor directly below the new line. The comment section contains spellcheck functionality and the font size can be adjusted per user.

Diary Top Toolbar

Name	Description
Search	Find an existing diary. See the section below for the recommended methods for finding diaries.
Add	Create a new diary pre-filled with information from the current diary.
Save	Save any changes.
Close Item	Automatically change the Diary Status to CLS: Closed and save changes.
Memo	Shortcut to create a memo using Memo Writer.
Log	View the Activity log for the policy assigned to the Diary. This option is disabled if the diary is not assigned to a policy.
Print	Prints the open diary.
Policy	A diary can be reassigned to a policy number if it is accidentally saved to the wrong policy, or to no policy. Select Policy in the top toolbar, select the policy number, and choose Select.
Open Client	When selected, a new Client Tab is created. (This behavior matches the Right-Click -> Open Client option on the user dashboard.)
Send To Outlook	Creates an Outlook calendar event with a default day that matches the diary suspense date. The client information block is added to the top of the comment section within the Outlook calendar item.
Website	Access Policy View or the associated company website saved within the Company Profile.
Wiki	Opens the Newton Wiki help documentation.
Pop Out / Dock	The diary window opens as a full screen tab, similar to tabs in a web browser. Select the button to toggle the diary window between a window or a tab. Optionally, a user option to open diaries as a window is also available.
Exit	Closes the Diary tab or window.

View Or Edit An Existing Diary

Open or closed diaries can be located on the Client Dashboard Tab, Company Tab, Vendor Tab, or within Policy Express.

1. Locate the Diaries band on one of the dashboards. Hover the mouse over the diary description to display a portion of the diary comments.

   

2. Active Diaries are displayed in green. High priority diaries are displayed in blue. Past-due diaries are displayed in red.
3. Left-click the diary description to open the diary.

   

4. The diary will open as a full screen tab or a window depending on the user preference.

   

5. Update any fields, and select Save to save changes.

Email Correspondence

Select the e-mail icon next to any contact’s name to e-mail the text of the Diary to that contact. When an email is generated from the diary window, the client or operator name is placed in the email subject line, in addition to the diary description.

Close A Diary

After completing the diary task, select Close Item within the top toolbar. The Diary Status will be automatically changed to CLS: Closed and the changes saved.

To locate a previously closed diary, expand the Diaries band on one of the dashboards, then expand the Closed Diaries sub-band.