Changes for page Monthly Member Maintenance Workflow
Last modified by Dominique Tricerri on 2021/12/01 11:12
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edited by Dominique Tricerri
on 2021/12/01 10:58
on 2021/12/01 10:58
edited by Dominique Tricerri
on 2021/12/01 11:09
on 2021/12/01 11:09
Change comment:
Uploaded new attachment "1638356978184-131.png", version {1}
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... ... @@ -53,12 +53,10 @@ 53 53 54 54 Double-click the (% style="color:#2980b9" %)**‘Edit’** (%%)hyperlink to open the Batch Editor screen. 55 55 56 +[[image:1638356773388-225.png]] 56 56 57 57 58 -(% style="text-align:center" %) 59 -[[image:1638175088225-988.png]] 60 - 61 - 59 +(% style="break-before: page" %) 62 62 The Batch Editor screen need to be captured as follows: 63 63 64 64 ... ... @@ -74,8 +74,7 @@ 74 74 Then(% style="color:#2980b9" %)** ‘Save’**(%%) and (% style="color:#2980b9" %)**‘Execute’**(%%) the batch to implement the increase. 75 75 76 76 77 -(% style="text-align:center" %) 78 -[[image:1638175113275-709.png]] 75 +[[image:1638356726994-994.png]] 79 79 80 80 81 81 The (% style="color:#2980b9" %)**‘Monthly Member Maintenance’** (%%)workflow will be initiated and will be listed on the Workflow sub-window on the bottom left of the main Everest screen. ... ... @@ -84,7 +84,7 @@ 84 84 85 85 86 86 (% style="text-align:center" %) 87 -[[image:1638175134073-739.png||height=" 448" width="429"]]84 +[[image:1638175134073-739.png||height="289" width="277"]] 88 88 89 89 90 90 Click on (% style="color:#2980b9" %)**‘Done’**(%%) on the next screen to proceed to the next step. ... ... @@ -102,7 +102,7 @@ 102 102 (% style="text-align:center" %) 103 103 [[image:1638175179077-289.png]] 104 104 105 - 102 +(% style="break-before: page" %) 106 106 The reinstatement letter will be generated for all policies that are reinstated. These will need to checked for correctness and sent out to policyholders. 107 107 108 108 ... ... @@ -118,7 +118,7 @@ 118 118 (% style="text-align:center" %) 119 119 [[image:1638175209284-732.png]] 120 120 121 - 118 +(% style="break-before: page %) 122 122 The lapse letter for all applicable policies will generate. 123 123 124 124 ... ... @@ -130,7 +130,6 @@ 130 130 131 131 Click on (% style="color:#2980b9" %)**‘Done’** (%%)to produce letters. 132 132 133 - 134 134 135 135 (% style="text-align:center" %) 136 136 [[image:1638175339482-431.png]] ... ... @@ -147,7 +147,6 @@ 147 147 148 148 Click on (% style="color:#2980b9" %)**‘Done’**(%%) to produce letters. 149 149 150 - 151 151 152 152 (% style="text-align:center" %) 153 153 [[image:1638175397453-878.png]]
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