Supplemental Screen Configuration

You can create supplemental screens to associate with CSIO applications and custom forms. Supplemental screens allow you to capture additional information that is not already available elsewhere. The configuration process for supplemental screens is nearly identical to that for custom forms.

Once you have added a supplemental screen, you can use the screen generator to add controls and further customize it to capture the information your business needs. To enable users to select a supplemental screen and use it during policy servicing workflows, you must install it after adding it.

If you access Applied Epic through a web browser, you must install all components from Help > Connection Suite (including the CUOnline item in the Optional Connections section) to configure custom forms. Otherwise, you can only use the Screen Generator with Applied Epic installed locally on your computer.

1. From the Home screen, do one of the following:
   
   

   •   Click Configure on the navigation panel.
   •   Click the down arrow next to Home on the menubar and select Configure.
   •   Click Areas > Configure on the menubar.

From any other area of the program, do one of the following:

2. •   Click the down arrow to the right of the Home options bar button and select Configure.
   •   Click Home > Configure on the menubar. The Configure screen displays.

2. Click Policy on the navigation panel or Areas > Policy on the menubar.

3. Click Supplemental Screens on the navigation panel.

4. You can do the following from here:
   
   

   • Add a Supplemental Screen

     1. Do one of the following:
        • Click the Add button to the left of the list.
        • Press [Insert] on your keyboard.
     2. Enter the new screen Name in the field on the right.
        
        Note: If you do not select the same data type as the that on the corresponding ACORD form, you will not be able to integrate the field in the custom form into the ACORD form.
     3. All Companies defaults in the Issuing Company section.
        
        To choose specific companies, click the Add button to the left of the list.
        In the Add Issuing Companies popup window, deselect the Supplemental screen applies to all companies checkbox.
        
        Select the checkbox for each company to which the screen you are creating applies. Change the companies that display in the list if necessary. To select all of the issuing companies that display, click the Select All link label on the Issuing Companies header bar.

        Use the filter to narrow the list of companies that displays.

        

        These are the choices in the first dropdown menu:

        1. 3. Code
           4. Issuing Company

        Make a selection in the second dropdown menu:

        1. 4. Equals: Enter the search criterion (e.g., the full description or folder name) in the field to the right, or select the correct date from the dropdown calendar (if applicable). Click Find.
           5. Contains: Enter at least one letter or digit of the search criterion. Click Find.

     Click Finish to add the companies, or click Add to choose more issuing companies.
     
     Click Cancel to close the window without saving your changes.
     
     To remove an issuing company from the list, click to highlight the company in the list and do one of the following:

     • Click the Delete button .
     • Press [Delete] on your keyboard.

     To apply a screen to all companies, click the Add button to the left of the list.
     
     In the Add Issuing Companies popup window, select the Supplemental screen applies to all companies checkbox and click Finish.

     4. All Policies is selected by default in the Application Detail area.
        
        To choose specific policy types, click the Add button to the left of the list.
        
        In the Select Policy/Line Types popup window, deselect the Applies to all application details checkbox.
        
        Choose the appropriate Type of business and Application Detail.
        
        Select the checkbox for each policy or line type to which the screen you are adding applies. To select all of the policies/lines that display, click the Select all link label on the Policy/Line Type header bar.
        
        Click Finish to add the policy/line types, or click Add to choose more policy/line types.
        
        Click Cancel to close the window without saving your changes.
        
        To remove an application from the list, click to highlight the desired application detail in the list and do one of the following:
     • Click the Delete button .
     • Press [Delete] on your keyboard.

     To apply a screen to all policies/lines, Click the Add button to the left of the list.
     
     In the Select Policy/Line Types popup window, select the Applies to all application details checkbox and click Finish.

     5. To design a supplemental screen, click the Add button beside the Supplemental Screens list. In the Custom Screen pop-up window, enter the Screen Name. If applicable, select the Scheduled Screen checkbox and click Finish.

     • If necessary, you can reorder the screens associated to the form by doing the following:

     1. Click on a screen to select it in the list.

     2. Click the up arrow or down arrow beside the list to reposition the screen in the list.
        Note: When a user adds a policy or line using the custom form, the screens display from left to right (as individual tabs) in the same order in which they display in this list.

     • You can edit the name of a custom screen by doing the following:

     1. Click on a screen to select it in the list.

     2. Click the Edit  button to open the Custom Screen pop-up window. Make any necessary changes and then click Finish.
        Note: You cannot edit the Scheduled Screen checkbox selection. The option you selected when you created the screen is permanent.

     • You can remove a custom screen association from the custom form by selecting the screen in the list and clicking the Delete button.

     6. Click Add to add this record and create another one.
        
        Click Detail to open the Screen Generator tool, which allows you to add controls (fields and functionality) on the screens associated to the custom form.
        
        Click Finish or press [Enter] to complete the record.
        
        Click Cancel or press [Esc] to exit the workflow without saving changes. You are prompted: "Do you wish to discard changes?" Click Yes.

   • Copy a Supplemental Screen

     1. Click to highlight the supplemental screen that you wish to install in the list, and then do one of the following:
        

        • Click Actions > Copy Supplemental Screens on the options bar.

        • Click Actions > Copy Supplemental Screens on the menubar.

     2. In the Copy Supplemental Screens popup window, type the name of the new screen in the Copy to field.

     3. Click Finish or press [Enter] to copy the screen.
        
        Click Cancel to close the window without copying the selected supplemental screen.

   • Edit a Supplemental Screen

     1. Click to highlight the supplemental screen that you wish to revise in the list, and then do one of the following:
        • Click the Edit button to the left of the list.
        • Double click the custom form.

     Note: To include inactive forms in the list, click the Include Inactive link label on the top right part of the screen.

     2. Revise the Name as necessary.
        
        Note: If you do not select the same data type as the that on the corresponding ACORD form, you will not be able to integrate the field in the custom form into the ACORD form.

     3. To add an issuing company to which the screen applies, click the Add button  to the left of the Issuing Companies list.
        
        In the Add Issuing Companies popup window, select or deselect the Supplemental screen applies to all companies checkbox.
        
        To choose specific companies, select the checkbox for each company to which the screen you are creating applies. Change the companies that display in the list if necessary. To select all of the issuing companies that display, click the Select all link label on the Issuing Companies header bar.

        Use the filter to narrow the list of companies that displays.

        

        These are the choices in the first dropdown menu:

        1. 3. Code
           4. Issuing Company

        Make a selection in the second dropdown menu:

        1. 4. Equals: Enter the search criterion (e.g., the full description or folder name) in the field to the right, or select the correct date from the dropdown calendar (if applicable). Click Find.
           5. Contains: Enter at least one letter or digit of the search criterion. Click Find.

     Click Finish to add the companies, or click Add to choose more issuing companies.
     
     Click Cancel to close the window without saving your changes.
     
     To remove an item from the list, click to highlight the issuing company in the list and do one of the following:

     • Click the Delete button .
     • Press [Delete] on your keyboard.

     You are prompted: "Do you want to delete this record?" Click Yes.

     4. To choose specific policy types, click the Add button to the left of the list.
        
        In the Select Policy/Line Types popup window, select or deselect the Applies to all application details checkbox.
        
        Choose the Type of business and Application Detail.
        
        Select the checkbox for each policy or line type to which the screen you are adding applies. To select all of the policies/lines that display, click the Select all link label on the Policy/Line Type header bar.
        
        Click Finish to add the policy/line types, or click Add to choose more policy/line types.
        
        Click Cancel to close the window without saving your changes.
        
        To remove an application from the list, click to highlight the application detail and do one of the following:

     • Click the Delete button .

     • Press [Delete] on your keyboard.

     You are prompted, "Do you want to delete this record?" Click Yes.

     5. To edit the name of a custom screen, click on the correct screen name in the list and click the Edit  button . Make the necessary changes to the popup window that displays, and then click Finish.

        • Click the Delete button .

        • Press [Delete] on your keyboard.

     6. Click Detail to open the Screen Generator tool, which allows you to add controls (fields and functionality) on the screens associated to the custom form.
        
        Click Finish or press [Enter] to complete the record.
        
        Click Cancel or press [Esc] to exit the workflow without saving changes. You are prompted: "Do you wish to discard changes?" Click Yes.

   • Delete a Supplemental Screen

     1. Locate and click the appropriate custom screen in the list. Click the column headings at the top to sort the list by Name, Installed?, or Status.
     2. Do one of the following:
        • Click the Delete button to the left of the adjustor list.
        • Click File > Delete on the menubar.
        • Press [Delete] on your keyboard.

   • Inactivate/Reactivate a Supplemental Screen

     1. Click to highlight the supplemental screens that you wish to inactivate or reactivate, and then do one of the following:
        
        • Click Actions > Inactivate/Reactivate on the options bar.
        • Click Actions > Inactivate/Reactivate on the menubar.

     Note: To include inactive forms in the list, click the Include Inactive link label on the top right part of the screen.

     2. You are prompted to verify that you want to inactivate or reactivate the form. Click Yes.

   • Print a List of Supplemental Screens

     1. To print a list of the custom screens in Applied Epic, do one of the following:
        • Click the Print button to the left of the list.
        • Click Print > Listview on the options bar.
        • Click File > Print > Listview on the menubar.
     2. The Print screen displays. Print this list as you would any other document.

5. When you have finished adding the custom form, you must install the screen to add it to the system.