Oracle® Insurance Policy Administration 9.1.0.0.0 E15811-01

# Navigating

Learning to navigate through OIPA is the first step toward being able to create and search for clients and policies. Your security group will determine the navigation options available to you. There may be menu options or screen activities that are not visible when you log-in to OIPA. This will happen if you do not have access for those particular menu options or activities.

IMPORTANT: Since OIPA is a web application you cannot use the tab feature in Internet Explorer with the application. Using tabs with a window can cause data to display incorrectly between windows.

There are five important areas of the system that pertain to navigation:

1. Main menu - allows you to work with policy, client, inquiry, disbursement, suspense, and table information. The options available on the Main menu can differ depending on the level of security you have been assigned. If you do not see one of the options, then you have not been given security access.

2. Secondary menu - allows you to access actions that relate to the screen you have open. These options are also based on security. If you do not see a link for a particular action it is because you have not been given security access to perform that action.

3. Left navigation menu - related to the Main menu. When you select an option from the Main menu, the left navigation menu will display the links associated with that option. For example, if you select Policy from the Main menu, then the left navigation menu will display links associated with the Policy screen.

4. Screen section - This is the area where the screen information will display. For example, if you select the Roles link, the Role screen information will display in this area. If you select the Activities link, the Activities screen information will display in this area.

5. LOGOUT - allows you to exit the OIPA system.

Note: Navigation may differ depending on the platform you are using.

Interface

Menu Icons

Add Activity - Used to add an activity to a policy.

Inquiry - Used to show the inquiries that have been set-up and are available for use.

Save - Used to save the information you entered into the system.

Add Segment - Used to add new segment to a policy.

Screen Icons

Client - Used to add or find a client.

Date - Used to select a date for a field.

Process - Used to process an activity.

Recycle - Used to recycle an activity.

Role Detail - Shows all details for the role you selected.

Select - Used to select an item.

Trash Can - Used to delete an item.

Warning/Errors - Used to designate warnings and error messages.