Menus

Menu items determine the actions available to insureds using the portal (for example, information or certificate issuance requests, and the guided certificate issuance workflow). You can also select the available menu items when adding certain features to Start Pages.

The way you configure menu items affects the way service request data carries over into Applied Epic or Applied TAM.

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 Menu

  1. Click the Add button.
  2. Enter a Menu Name.
  3. For the Menu is for setting, select Commercial Lines, Personal Lines, or Both.
  4. Optionally check This is a Default Menu. This means that this menu will be the default selection when adding menu items to a Start Page feature.
  5. Click Save.
  6. To modify the items included in this menu, locate the menu in the list and click the Menu Items link.
    1. To add a new item, click Insert.
      1. Select a Menu Item from the list. To add a menu item other than those listed, select Create New.
      2. Enter or modify the menu item's Description. This is how you will identify the item when selecting it for addition in future menus.
      3. Enter or modify the menu item's Display (English). This is how the item will display when insureds access the menu.
      4. The Display fields provided for other languages and the corresponding translate buttons have no effect and can be ignored.
      5. The Menu Action area can be disregarded, as this information is now entered when adding feature to the Start Pages in the Portal Administration Utilities.
      6. Click Save to add the item or click the "X" in the upper right corner of the pop-up window to discard changes.
    2. Repeat step a for each additional menu item that must be entered.
    3. To add a space between menu items, repeat step a, this time selecting Spacer from the Menu Items menu. You do not need to enter any further information when adding a spacer.
    4. To edit a menu item that you have already entered, click the menu item's Description to open its detail. Optionally check Update This Menu Item on All menus. Click Save to apply your changes or Cancel to discard them.
    5. To insert a menu item directly above an existing menu item, click the Insert button next to the existing menu item.
    6. To remove a menu item, click to highlight the appropriate item and click the Delete button next to the menu item.
    7. Use the arrows pointing up and down to change the order of menu items. Use the arrows pointing left and right to change the list levels of menu items, if applicable.
    8. If they are present for a menu item, optionally select the following checkboxes. This step applies only if you use CSR24 Sync. The LOG, SYNC, and ATT settings are established at the insured level; for example, if SYNC is selected for a certain item in the menu assigned to an insured, this menu item will log an activity when any contact for this insured accesses it on the portal, regardless of whether the contacts are using the same menu.
      • Log: A CSR24 transaction is logged in the Service Requests report (see Reports) whenever an insured selects this menu option. LOG must be selected in order to select SYNC or ATT.
      • Activity: An activity is logged in your brokerage management system whenever an insured selects this menu option.
      • Attachment: A PDF copy of the certificate is saved as an attachment in the brokerage management system whenever an insured selects this menu option.
    9. Click Save to save the menu items or Cancel to discard your changes.

Edit a Menu

  1. To access the basic information for a menu, click the menu's Menu Name or its Pers/Comm indicator.
    1. Make any necessary changes to the Menu Name.
    2. Select or deselect the This is a Default Menu checkbox.

      Note: You cannot change the type of business associated to a menu.
    3. Click Save to apply your changes or Cancel to discard them.
  2. To modify the items included in a menu, locate the menu in the list and click the Menu Items link. See step 6 under Add a Menu above for more information on editing menu items.

Copy a Menu

  1. Locate the menu you wish to copy in the list and click the Copy This Menu link in the Create New column.
  2. Make any necessary changes to the basic menu information and the menu items. See the instructions above under Add a Menu for more information.

Delete a Menu

  1. To access the basic information for a menu, click the menu's Menu Name or its Pers/Comm indicator.
  2. Click the Delete button.
  3. You are prompted, "Are you sure you want to delete this menu and all of its items?" Click OK.