Activities Screen

The Activity screen provides a list of activities that apply to a policy along with the associated data.  A filter option allows you to select the activities you want to see based on their type and/or status.  

This screen also allows you to process activities.  You can manually process activities using the action buttons to the right of the activity.  The Auto-Process check box will allow the system to attempt to process all activities up to the current date that are pending or will be updated due to a change in a dependent activity.

You can view the details of an activity by clicking the Activity Detail icon to the left of the activity.  A window will open with links to all details that apply to that activity.  The image below shows the activity details for Commission.  

You can click a link to see the details for that particular topic.  The image below shows what would display if you clicked the Spawn link.

Filtering Activities

Activities will only display if their filter is checked.    The system default is to show all document and financial activities.  If an activity is a shadow, reversal, or future activity it will not display unless the filter is checked to show these items.

• Shadows displays the activities that were reversed.

• Reversals displays the activities that were generated to reverse an activity.

• Futures display activities that are pending for a future date.  

• Documents display any activities that are documents or reports.  

• Financial displays all pending and active activities.