Activities Screen

The Activity screen displays a list of activities along with the associated data and allows the user to process and manage activities.  There are three screens where activities are processed:  Policy screen, Client screen and Plan screen.  When one of the three screens is open, an Activity link appears on the Left Navigation menu.

 

Policy activities can be accessed by clicking the Activities link on the Policy screen.  Client activities can be accessed by clicking the Activities link on the Client screen.  Plan activities can be accessed by opening the Plan screen from the Plan menu.  

 

Activities can be filtered on the Activity screen based on type and/or status.  Activities are processed either manually using the action buttons to the right of the activity or automatically using the Auto-Process checkbox.  If that box is checked, the system will attempt to process all pending activities up to the current date or activities that will be updated due to a change in a dependent activity.

 

Activity screen with activity options highlighted

Sections of the Activity Screen

 

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.  

 

activity details shown when activity detail icon is selected on the Activity screen

Links Along the Top of the Activity Detail Window

 

Click a link to see the details for that particular topic.  The image below shows what would display if the Spawn link was clicked.

 

Spawn activity details

Spawn Details

 

Filtering Activities

Activities will only display if their activity status 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.