Difference between revisions of "Class Profile"

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[[Category:Profiles]]
 
[[Category:Profiles]]
 
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    <td>[[File:Ic_info_black_24dp.png]] Required Software Version: [[:Category:Release Notes|March 2017]]</td>
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    <td>[[File: Ic_settings_backup_restore_black_24dp.png]]  Legacy Instructions Available: [http://wiki.agencysystems.com/mediawiki/index.php?title=Class_Profile&oldid=1718 Click Here]</td>
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<tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;">
 
<tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;">
 
     <td>Related Pages</td>
 
     <td>Related Pages</td>
 
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</tr>
 
 
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<tr>  
 
<td>
 
<td>
 
<ul>
 
<ul>
<li>[[Training 2: Setting Up Your Agency]]</li>
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<li>[[Policy: Create A Policy]]</li>
 
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Many reports can be run for individual class codes, including [[:Category:Invoiced Premium|Premium Volume Reports]], and [[Report: Sales Analysis|Sales Analysis]].  [[Client Query Wizard|Marketing Queries]] can also be run by class code, for example to market promotions to all clients who have Homeowners policies.
 
Many reports can be run for individual class codes, including [[:Category:Invoiced Premium|Premium Volume Reports]], and [[Report: Sales Analysis|Sales Analysis]].  [[Client Query Wizard|Marketing Queries]] can also be run by class code, for example to market promotions to all clients who have Homeowners policies.
  
=== Class Profile Screen ===
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== Before You Begin ==
Select '''Profiles -> Class'''. ''(Requires [[Security System]]: Profiles -> Class -> View)''
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Access to view the Class Profile requires the current operator to have [[Security System|Security System: Profiles -> Class -> View]] access.
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[[File:Ic_info_black_24dp.png]]  See: [[Security System]] for more information.
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== Create a Class ==
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Before creating a new class code, first verify a similar code does not already exist.  Select '''Print List''' to preview a report of all existing class codes.  The [[#Edit a Class|name assigned to a class code can be modified]], without creating a new class profile.
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#From the '''[[Main Menu and Tab Navigation|Main Menu]]''', select '''Setup''' -> '''Class'''.
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#Select '''Create New'''.
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#Enter the desired three digit number.  Capital letters and numbers are both available. (Examples: '''PAL''', '''CGL''', '''B01''')
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#Enter the '''name''' for the class.  This name will appear in drop-down selection lists when entering data, or running reports.
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#Press '''<TAB>''' to populate the Alpha Code.
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#Select the correct '''Class Type''' or '''Personal''' or '''Commercial''' or '''Other'''.
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#Select the correct '''Risk Screen Type'''.  Some classes are the same type, but are split into multiple codes.
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#Select '''Save'''.  (Requires  [[Security System|Security System: Profiles -> Class -> Entry]] access.)
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#Select '''Exit'''.
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== Edit a Class ==
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#From the '''[[Main Menu and Tab Navigation|Main Menu]]''', select '''Setup''' -> '''Class'''.
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#Select '''Find'''.
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#Select the desired class number and select '''OK'''.
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#Enter or modify any desired values.  (Example: Name, [[#Class Profile Fields|risk screen type or sub-class]]).  
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#Select '''Save'''. (Requires [[Security System|Security System: Profiles -> Class -> Edit]] access.)
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#Select '''Exit'''.
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== Delete a Class ==
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Deleting a class should not be done if the class code has ever been used for any policy or accounting transactions.  If the class code has been used, optionally rename the code to "ZZZ-CLASS NAME" to move the item to the bottom of the drop-down list.
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#From the '''[[Main Menu and Tab Navigation|Main Menu]]''', select '''Setup''' -> '''Class'''.
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#Select '''Find'''.
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#Select the desired class number and select '''OK'''.
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#Select '''Delete'''.  (Requires  [[Security System|Security System: Profiles -> Class -> Global]] access.)
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#Confirm '''Yes'''.
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#Select '''Exit'''.
  
[[File:menu-profiles-class.png]]
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== Class Profile Interface ==
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From the '''[[Main Menu and Tab Navigation|Main Menu]]''', select '''Setup''' -> '''Class'''.
  
=== Class Profile Menu Options ===
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[[File:setup-class.png]]
*'''Add''' - Create a new Class
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;Class Profile Toolbar
*'''Search''' - Load an existing Class
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*'''Find:''' - Find a class code.
*'''Print''' - Print a summary of all Classes
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*'''First:''' - Skip to the first class.
*'''Exit''' - Close the window. You will be prompted to save if you have changed the Class.
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*'''Previous:''' - Skip to the previous class.
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*'''Next:''' - Skip to the next class.
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*'''Last:''' - Skip to the last class.
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*'''Create New:''' - Create a new class.
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*'''Print List:''' - Print a list of class profiles.
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*'''History:''' - View class profile history.
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*'''Delete:''' - Delete class profile.
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*'''Wiki:''' - Wiki Help Documentation.
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*'''Save:''' - Save the current profile item. (ALT + S)
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*'''Exit:''' - Exit the profile windows. (ALT + X)
  
 
=== Class Profile Fields ===
 
=== Class Profile Fields ===
*'''Class Type''' - Personal, Commercial, or Other.
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'''Risk Screen Type:''' Some reports can be filtered not only by class code, but by class type. See [[Report: Client Query Wizard#Clients with a policy|Client Query Wizard: Clients With a Policy]]For example, if both WC - Worker's Comp and ADD - Accidental Death and Dismemberment have a Risk Screen Type of Worker's Comp, you can report on those Classes together.
*'''Risk Screen Type''' - Some reports can be filtered not only by class code, but by class type. See [[Report: Client Query Wizard#Clients with a policy|Client Query Wizard: Clients With a Policy]]
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*:For example, if both WC - Worker's Comp and ADD - Accidental Death and Dismemberment have a Risk Screen Type of Worker's Comp, you can report on those Classes together.
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'''Sub Class:''' The sub class codes are primarily used by [[Agency Profile|Broker Agencies (MGA)]] that use [[Contracts]] to create policies.  A sub-class for a policy can be assigned manually using [[Policy & Billing]] through the Extended Policy Information screen. 
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[[File:setup-class-subclass.png]]

Revision as of 19:54, 7 March 2017

Ic info black 24dp.png Required Software Version: March 2017
Ic settings backup restore black 24dp.png Legacy Instructions Available: Click Here
Related Pages
Related Categories

The Class Profile screen is a list of codes which represent each line of business within Newton. A class code is assigned to each policy, and each invoice line on a policy.

Many reports can be run for individual class codes, including Premium Volume Reports, and Sales Analysis. Marketing Queries can also be run by class code, for example to market promotions to all clients who have Homeowners policies.

Before You Begin

Access to view the Class Profile requires the current operator to have Security System: Profiles -> Class -> View access.

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

Create a Class

Before creating a new class code, first verify a similar code does not already exist. Select Print List to preview a report of all existing class codes. The name assigned to a class code can be modified, without creating a new class profile.

  1. From the Main Menu, select Setup -> Class.
  2. Select Create New.
  3. Enter the desired three digit number. Capital letters and numbers are both available. (Examples: PAL, CGL, B01)
  4. Enter the name for the class. This name will appear in drop-down selection lists when entering data, or running reports.
  5. Press <TAB> to populate the Alpha Code.
  6. Select the correct Class Type or Personal or Commercial or Other.
  7. Select the correct Risk Screen Type. Some classes are the same type, but are split into multiple codes.
  8. Select Save. (Requires Security System: Profiles -> Class -> Entry access.)
  9. Select Exit.

Edit a Class

  1. From the Main Menu, select Setup -> Class.
  2. Select Find.
  3. Select the desired class number and select OK.
  4. Enter or modify any desired values. (Example: Name, risk screen type or sub-class).
  5. Select Save. (Requires Security System: Profiles -> Class -> Edit access.)
  6. Select Exit.

Delete a Class

Deleting a class should not be done if the class code has ever been used for any policy or accounting transactions. If the class code has been used, optionally rename the code to "ZZZ-CLASS NAME" to move the item to the bottom of the drop-down list.

  1. From the Main Menu, select Setup -> Class.
  2. Select Find.
  3. Select the desired class number and select OK.
  4. Select Delete. (Requires Security System: Profiles -> Class -> Global access.)
  5. Confirm Yes.
  6. Select Exit.

Class Profile Interface

From the Main Menu, select Setup -> Class.

Setup-class.png

Class Profile Toolbar
  • Find: - Find a class code.
  • First: - Skip to the first class.
  • Previous: - Skip to the previous class.
  • Next: - Skip to the next class.
  • Last: - Skip to the last class.
  • Create New: - Create a new class.
  • Print List: - Print a list of class profiles.
  • History: - View class profile history.
  • Delete: - Delete class profile.
  • Wiki: - Wiki Help Documentation.
  • Save: - Save the current profile item. (ALT + S)
  • Exit: - Exit the profile windows. (ALT + X)

Class Profile Fields

Risk Screen Type: Some reports can be filtered not only by class code, but by class type. See Client Query Wizard: Clients With a Policy. For example, if both WC - Worker's Comp and ADD - Accidental Death and Dismemberment have a Risk Screen Type of Worker's Comp, you can report on those Classes together.

Sub Class: The sub class codes are primarily used by Broker Agencies (MGA) that use Contracts to create policies. A sub-class for a policy can be assigned manually using Policy & Billing through the Extended Policy Information screen.

Setup-class-subclass.png