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 11:10
on 2021/12/01 11:10
edited by Dominique Tricerri
on 2021/12/01 10:59
on 2021/12/01 10:59
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... ... @@ -53,8 +53,9 @@ 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]] 57 57 57 +(% style="text-align:center" %) 58 +[[image:1638175088225-988.png]] 58 58 59 59 (% style="break-before: page" %) 60 60 The Batch Editor screen need to be captured as follows: ... ... @@ -72,7 +72,8 @@ 72 72 Then(% style="color:#2980b9" %)** ‘Save’**(%%) and (% style="color:#2980b9" %)**‘Execute’**(%%) the batch to implement the increase. 73 73 74 74 75 -[[image:1638356726994-994.png]] 76 +(% style="text-align:center" %) 77 +[[image:1638175113275-709.png]] 76 76 77 77 78 78 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. ... ... @@ -99,7 +99,7 @@ 99 99 (% style="text-align:center" %) 100 100 [[image:1638175179077-289.png]] 101 101 102 - (% style="break-before: page" %)104 + 103 103 The reinstatement letter will be generated for all policies that are reinstated. These will need to checked for correctness and sent out to policyholders. 104 104 105 105 ... ... @@ -115,7 +115,7 @@ 115 115 (% style="text-align:center" %) 116 116 [[image:1638175209284-732.png]] 117 117 118 - (% style="break-before: page %)120 + 119 119 The lapse letter for all applicable policies will generate. 120 120 121 121
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