Library

The Library area allows you to store Descriptions of Operations as well as any other library options configured for your organization (such as group codes) that will be available for quick selection when creating certificate templates or Vehicle Liability Card templates, or issuing certificates or Vehicle Liability Cards. These items can be made available to the agency only, to insureds only, to the agency and to insureds, or to select insureds.

In order to access this area, you must have View rights for Brokerage in the Level Setup section in CSR Detail or Producer Detail. To use this feature, you must have Add, Edit, and/or Delete rights.

To access this area:

Add a Library Item

  1. In the Search frame, select the Type of item you want to add.
  2. Click Add.
  3. Enter information in the fields provided.
  4. If this item should be used only through a certain date, enter the date that it should become inactive in the Date Off field. Use the following format: MM/DD/YY.
  5. Check Brokerage Use and/or Client Use to determine who can use this item.
  6. If this item should be available for use with all insureds, leave the All Insureds checkbox selected. Otherwise, deselect it and add the appropriate individual insureds.
    1. Click the Add Insured button.
    2. An Insured Lookup displays. To narrow the list, type part of the insured's Code or Name into the appropriate field in the Search frame and click Find.
    3. Click an insured.
    4. Repeat steps a-c until all applicable insureds have been added. To remove a selected insured from the list, click the Remove link to the right of the insured's name.
  7. Click Save to add the record or Cancel to discard your changes.

Edit a Library Item

  1. Locate the appropriate item in the list.
  2. Click any of the data listed for the library item to open its detail.
  3. Click Edit and make any necessary modifications. To inactivate the library item, enter the current date in the Date Off field.
  4. Click Save to apply your changes or Cancel to discard them.

Delete a Library Item

  1. Locate the appropriate item in the list.
  2. Click any of the data listed for the library item to open its detail.
  3. Click Delete. You are prompted, "Are you sure you want to delete?" Click OK.

Import Library Items

If you have library data saved in an external file and would like to import it into CSR24, use the import feature to add its contents to your library. You can use this workflow to update existing records or add new records.

The file must be saved as an Excel spreadsheet or a tab delimited text file, and it must contain the following columns, in this exact order.

Column Name Column Format Explanation of Column
LibraryKey Number Key of the record to update. This applies only if this row of the spreadsheet is updating an existing Description of Operations or Group Code. If this column is left blank, a new record is added.
The LibraryKey is generated by CSR24. In order to see the LibraryKey for an item, you will need to export it using the instructions below.
TextType Number Indicates the type of record. 1 = Description of Operations, 100 = Group Code, 200 = Vehicle Type, 300 = Vehicle Use Code, 400 = Vehicle Valuation Type, 500 = Collision Deductibles, 600 = Comprehensive Deductibles.
BrokerageUse Yes/No If Yes, the Brokerage Use checkbox is selected.
ClientUse Yes/No If Yes, the Client Use checkbox is selected.
AllInsureds Yes/No If Yes, the All Insureds checkbox is selected.
BrokerageCode Text (50 character limit) Code of the Insured who can access this record (if AllInsureds = No). If this record should be available for multiple insureds, enter a separate row in the spreadsheet for each insured. You cannot enter more than one insured for the same row.
DateOff Date Date the record should be inactivated.
(Group Codes only) Code Text (50 character limit) Code for a Group Code.
Description Text (50 character limit) Description for a Group Code or Description of Operations.
(Descriptions of Operations only) Text Text (unlimited characters) Text for a Description of Operations.

You have the option of downloading an import template that you can fill out. (See instructions below.)

To import data into your library:

  1. Click the Import button at the top of the list.
  2. If you wish to download a template, click the Help button in the upper right corner of the screen, click the appropriate link, and fill out and save the template. (Note that different templates exist for Description of Operations text and for Group Codes/risk types.)
  3. Click the Choose File button to locate the appropriate file.
  4. Click Import.
  5. Once the import is complete, the number of records added and updated displays on the screen.

Export Descriptions of Operations/Group Codes

You can export the contents of your library as an Excel spreadsheet. This might be helpful, for example, if you need to make modifications to a number of records. Rather than accessing the detail for each record, you can export your library, make the changes in Excel, and then import your updated library using the instructions above.

  1. Click the Export button.
  2. A message displays indicating the number of records found in your Library. Click Export.
  3. You are prompted to open or save the spreadsheet. Select the appropriate option to complete the workflow.