Wiki source code of Member Choice Risk Policies - Import

Last modified by Megan Kahl on 2021/12/07 04:59

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34.1	1
2.1	2
34.1	3	(% style="text-align: center;" %)
	4	(% style="color:#2980b9; font-size:28px" %)IMPORT MEMBER RISK POLICIES
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34.1	8	(% style="text-align: center;" %)
	9	(% style="color:#2980b9" %)BY
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34.1	13	(% style="text-align:center" %)
	14	[[image:Import Member Risk Policies_html_8cba33b1e8c9fa24.gif\|\|height="128" width="463"]]
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34.1	16	{{info}}
50.1	17	(% style="break-before: page; text-align: center;" %)
34.1	18	(% style="color:#2980b9; font-size:20px" %)TABLE OF CONTENTS
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34.1	21	{{toc/}}
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34.1	23
	24	{{/info}}
2.1	25
35.1	26
50.1	27	(% style="break-before: page; text-align: center;" %)
34.1	28	= (% style="color:#2980b9" %)Import Member Risk Policies(%%) =
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	31	This process allows an administrator to import Individual Member Choice Risk Policies in bulk.
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35.1	33	[[//Click here for a link to the Risk Policies Import Template//>>doc:Everest User Manuals.Member Maintenance.Risk Policies - Import Template.WebHome]]
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35.1	36	== (% style="color:#2980b9" %)Creating the import file(%%) ==
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48.1	39	Populate the import template(% style="color:#2980b9" %) ‘Import Risk Premiums’ (%%)and save – should the premium need to be calculated by the Policy, do not populate the premium field:
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48.1	41	(% style="text-align:center" %)
52.1	42	[[image:1638791332692-696.png\|\|height="88" width="384"]]
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35.1	44
2.1	45	You can find the Risk Policy Name by going to Client – Risk Policies:
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48.1	47	(% style="text-align:center" %)
54.1	48	[[image:1638791384664-429.png\|\|height="497" width="200"]]
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48.1	51	(% style="text-align:center" %)
55.1	52	[[image:1638791413461-368.png\|\|height="auto" width="auto"]]
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48.1	55	(% style="text-align: center;" %)
	56	(% style="color:#e74c3c" %)NB!(% style="color:#2980b9" %) The name must be copied exactly. If not, the import will not work.
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35.1	59	== (% style="color:#2980b9" %)Importing the prepared file(%%) ==
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48.1	62	To Import the file, go to (% style="color:#2980b9" %)Batch Management(%%):
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48.1	64	(% style="text-align:center" %)
56.1	65	[[image:1638791442842-831.png\|\|height="242" width="274"]]
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48.1	68	Find the batch “Import Member Risk Policies” and select the (% style="color:#2980b9" %)“New Batch”(%%) button:
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48.1	70	(% style="text-align:center" %)
	71	[[image:1638791470547-569.png]]
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35.1	74	Select the (% style="color:#2980b9" %)__edit__(%%) hyperlink:
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48.1	76	(% style="text-align:center" %)
	77	[[image:1638791493692-566.png]]
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48.1	80	(% style="color:#2980b9" %)Edit(%%) and (% style="color:#2980b9" %)search(%%) for the import file you created:
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48.1	82	(% style="text-align:center" %)
	83	[[image:1638791533724-868.png]]
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48.1	86	Select (% style="color:#2980b9" %)Save(%%) and then (% style="color:#2980b9" %)Execute(%%):
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48.1	88	(% style="text-align:center" %)
56.1	89	[[image:1638791587459-964.png\|\|height="254" width="431"]]
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	92	You will receive a report confirming the import results:
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48.1	94	(% style="text-align:center" %)
55.1	95	[[image:1638791611381-819.png\|\|height="auto" width="auto"]]
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35.1	98	You can view the imported info by navigating to the member (% style="color:#2980b9" %)‘risk’(%%) button:
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48.1	101	(% style="text-align:center" %)
	102	[[image:1638791631445-120.png]]
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	105	In blue are the risk policies that are generated by the Category. In black are the risk policies imported:
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48.1	108	(% style="text-align:center" %)
	109	[[image:1638791650151-611.png]]
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34.1	111
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50.1	113	(% style="break-before: page; text-align: center;" %)
34.1	114	= (% style="color:#2980b9" %)Disclaimer and Copyright(%%) =
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	117	(% style="color:#2980b9" %)DISCLAIMER
	118
	119	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.
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	121	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.
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	123	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.
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	125	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.
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	129	(% style="color:#2980b9" %)COPYRIGHT
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	131	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.
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	134	EBSphere (Pty) Limited
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	136	P.O. Box 785803
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	138	Sandton
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	140	2146
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	144	(% style="text-align:center" %)
	145	[[image:Import Member Risk Policies_html_8cba33b1e8c9fa24.gif\|\|height="128" width="463"]]

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Wiki source code of Member Choice Risk Policies - Import

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