Last modified by Dominique Tricerri on 2021/12/01 08:35
<
From version < 18.1 >
edited by Megan Kahl
on 2021/11/29 10:33
To version < 16.1 >
edited by Megan Kahl
on 2021/11/29 10:27
>
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1 -(% style="text-align: center;" %)
2 -= (% style="color:#2980b9" %)**UPDATING MAX AGE ON RISK POLICIES**(%%) =
1 +**DISCLAIMER**
3 3  
3 +Please note, whilst care is taken to illustrate numerous scenarios, it is impossible to detail all instances and therefore this document should merely serve as a guide for the purposes of demonstrating system functionality and conducting employee training.
4 4  
5 +In accordance with the above paragraph, this training manual is published and distributed on the basis that EBSphere (Pty) Ltd is not responsible/accountable for any actions taken by users of information contained in this training manual nor for any error in or omission from this manual.
5 5  
6 -(% style="text-align: center;" %)
7 -(% style="color:#2980b9" %)**BY**
7 +EBSphere (Pty) Ltd does not accept any responsibility whatsoever for a misrepresentation performed by any person in respect of claims, losses or damage or any other matter, either direct or consequential arising out of or in relation to the use and reliance, whether wholly or partially, upon any information contained or products referred to in this manual.
8 8  
9 +Further, the contents of this training manual are subject to change without any notice and further highlight the need for this training manual to serve only as a guide.
9 9  
10 10  
11 -(% style="text-align:center" %)
12 -[[image:Updating Max Age on Risk Policies_html_8cba33b1e8c9fa24.gif||height="128" width="463"]]
13 13  
14 -{{info}}
15 -(% style="text-align: center;" %)
16 -(% style="color:#2980b9; font-size:20px" %)**TABLE OF CONTENTS**
17 17  
18 18  
19 -{{toc/}}
20 20  
21 -
22 -{{/info}}
23 23  
24 24  
25 25  
26 -(% style="text-align: center;" %)
27 -== (% style="color:#2980b9" %)**Update the Max Age on the Risk Policy**(%%) ==
19 +**COPYRIGHT**
28 28  
21 +This documentation and the software described in it is the exclusive property of EBSphere (Pty) Ltd. This manual or the software may not be copied in whole or part, without the express written consent of EBSphere (Pty) Ltd. Under the law, copying includes translating into another language or format.
29 29  
23 +EBSphere (Pty) Limited
30 30  
31 -While on a Parent select the (% style="color:#2980b9" %)**“Client **[[image:Updating Max Age on Risk Policies_html_481299dec9ddc6f0.gif||alt="Shape1"]]** Risk Policies” **(%%)menu.
25 +P.O. Box 785803
32 32  
27 +Sandton
33 33  
34 -[[image:Updating Max Age on Risk Policies_html_c559ccd680a9f088.png||height="359" width="193"]]
29 +2146
35 35  
36 36  
37 -Search for the applicable Risk Policy for the Client and double click on the (% style="color:#2980b9" %)__**edit**__(%%) hyperlink:
38 38  
33 +[[image:Updating Max Age on Risk Policies_html_8cba33b1e8c9fa24.gif||height="96" width="344"]]\\
39 39  
35 +[[image:Updating Max Age on Risk Policies_html_857ba1e075348553.png||height="12" width="594"]] Update the Max Age on the Risk Policy
40 40  
41 - [[image:Updating Max Age on Risk Policies_html_d24648364013d858.png||height="244" width="649"]]
37 +[[image:Updating Max Age on Risk Policies_html_481299dec9ddc6f0.gif||alt="Shape1"]] While on a Parent select the “Client Risk Policies” menu.
42 42  
39 +[[image:Updating Max Age on Risk Policies_html_c559ccd680a9f088.png||height="359" width="193"]]
43 43  
44 -To update the maximum risk age on the Policy Information screen, select the (% style="color:#2980b9" %)**Risk Premiums**(%%) tab.
41 +Search for the applicable Risk Policy for the Client and double click on the __**edit**__ hyperlink:
45 45  
43 +[[image:Updating Max Age on Risk Policies_html_8ce478c61172ac32.gif||alt="Shape2"]]\\
46 46  
47 -[[image:Updating Max Age on Risk Policies_html_49d87b3a99b029e8.png||height="131" width="611"]]
45 +[[image:Updating Max Age on Risk Policies_html_7048e93871cf73fa.gif||alt="Shape4"]] [[image:Updating Max Age on Risk Policies_html_fb14047a76e96aaf.gif||alt="Shape3"]] [[image:Updating Max Age on Risk Policies_html_d24648364013d858.png||height="244" width="649"]]
48 48  
49 49  
50 -Click on the(% style="color:#2980b9" %)** ‘Toggle’**(%%) button at the bottom of the screen:
51 51  
52 52  
53 - [[image:Updating Max Age on Risk Policies_html_767e871b0d71189a.png||height="43" width="199"]]
54 54  
55 55  
56 -Change the option to:
52 +To update the maximum risk age on the Policy Information screen, select the Risk Premiums tab.
57 57  
54 +[[image:Updating Max Age on Risk Policies_html_49d87b3a99b029e8.png||height="131" width="611"]]
58 58  
59 - [[image:Updating Max Age on Risk Policies_html_5a37bd9a276fb414.png||height="38" width="173"]]
56 +Click on the ‘Toggle’ button at the bottom of the screen:
60 60  
58 +[[image:Updating Max Age on Risk Policies_html_7e6fa4a56dba5739.gif||alt="Shape5"]] [[image:Updating Max Age on Risk Policies_html_767e871b0d71189a.png||height="43" width="199"]]
61 61  
62 -Click in the (% style="color:#2980b9" %)**‘To Age’**(%%) block and update the Max Age.
60 +Change the option to:
63 63  
62 +[[image:Updating Max Age on Risk Policies_html_7e6fa4a56dba5739.gif||alt="Shape6"]] [[image:Updating Max Age on Risk Policies_html_5a37bd9a276fb414.png||height="38" width="173"]]
64 64  
64 +Click in the ‘To Age’ block and update the Max Age.
65 +
65 65  [[image:Updating Max Age on Risk Policies_html_f5516b90e9bf5ab3.png||height="120" width="599"]]
66 66  
68 +Once this has been done click on the ‘Save’ icon to save your changes.
67 67  
68 -Once this has been done click on the (% style="color:#2980b9" %)**‘Save’**(%%) icon to save your changes.
70 +[[image:Updating Max Age on Risk Policies_html_7e6fa4a56dba5739.gif||alt="Shape7"]] [[image:Updating Max Age on Risk Policies_html_ac2b16871888ee8a.png||height="41" width="178"]]
69 69  
70 -
71 - [[image:Updating Max Age on Risk Policies_html_ac2b16871888ee8a.png||height="41" width="178"]]
72 -
73 -
74 74  Now go to the Benefits tab and repeat the same steps:
75 75  
76 -
77 77  [[image:Updating Max Age on Risk Policies_html_e712cf412d046946.png||height="147" width="545"]]
78 -
79 -
80 -
81 -(% style="text-align: center;" %)
82 -== (% style="color:#2980b9" %)**Disclaimer and Copyright**(%%) ==
83 -
84 -
85 -(% style="color:#2980b9" %)**DISCLAIMER**
86 -
87 -Please note, whilst care is taken to illustrate numerous scenarios, it is impossible to detail all instances and therefore this document should merely serve as a guide for the purposes of demonstrating system functionality and conducting employee training.
88 -
89 -In accordance with the above paragraph, this training manual is published and distributed on the basis that EBSphere (Pty) Ltd is not responsible/accountable for any actions taken by users of information contained in this training manual nor for any error in or omission from this manual.
90 -
91 -EBSphere (Pty) Ltd does not accept any responsibility whatsoever for a misrepresentation performed by any person in respect of claims, losses or damage or any other matter, either direct or consequential arising out of or in relation to the use and reliance, whether wholly or partially, upon any information contained or products referred to in this manual.
92 -
93 -Further, the contents of this training manual are subject to change without any notice and further highlight the need for this training manual to serve only as a guide.
94 -
95 -
96 -
97 -(% style="color:#2980b9" %)**COPYRIGHT**
98 -
99 -This documentation and the software described in it is the exclusive property of EBSphere (Pty) Ltd. This manual or the software may not be copied in whole or part, without the express written consent of EBSphere (Pty) Ltd. Under the law, copying includes translating into another language or format.
100 -
101 -
102 -EBSphere (Pty) Limited
103 -
104 -P.O. Box 785803
105 -
106 -Sandton
107 -
108 -2146
109 -
110 -
111 -
112 -(% style="text-align:center" %)
113 -[[image:Updating Max Age on Risk Policies_html_8cba33b1e8c9fa24.gif||height="128" width="463"]]
114 -
115 -
Updating Max Age on Risk Policies_html_f5516b90e9bf5ab3.png
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