General Bulk Renewal Logs

Performing the Renew action on multiple policies simultaneously creates a Bulk Renewal Log. The log provides a convenient summary of the success or failure of each renewal, so you can identify any policies that require follow-up.

The log file identifies the policies/line(s) that were selected for renewal, the date and time of the renewal, the user who performed the action, and the success or failure of each renewal. If any policy failed to renew, the log identifies the reason for the failure, so you can determine your next steps for renewing the policy.

If your organization has configured renewals to generate activities, the log also lists any activities that failed to generate. If necessary, you can review the log for any failed activities and manually add an activity.

Although you can delete log files at any time, Applied recommends retaining them at least until you have reviewed them and successfully renewed any policies that initially failed.

For information on bulk renewing policies, click here.

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

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

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 Procedures.
   • Click Home > Procedures on the menubar.

2. Click Policy on the navigation panel or Areas > Policy on the menubar.
3. Click General Bulk Renewal Logs on the navigation panel.
4. The General Bulk Renewal Logs list displays. Whenever a user performs a bulk renewal, an individual log file is saved to this list (in addition, a log file specific to each client is saved to the client’s Attachments list). To narrow the list and locate specific renewal logs more easily, use the search filter.
1. You can filter the list by specifying search criteria. To change the logs that display, make a selection in each dropdown menu in the Search where bar. The fields vary, depending on the menu options you choose.
2. The choices available in the second dropdown menu vary, depending on the selection you made in the first dropdown.
• Equals: Enter the search criterion (e.g., the bank account or entered date) in the field to the right, or select a date from the dropdown calendar (if applicable). Click Find.
• Contains: Enter at least one character of the search criterion (e.g., part of the description) in the field to the right.
• Within Range: Search between two calendar dates. Click the down arrow to the right of each field to choose dates from the dropdown calendars. Click Find.
5. Double click on a log to open the file in Microsoft Excel. The log displays account and policy information, and the Renewal Status fields indicate the success or failure of each renewal. If any policies failed to renew, the Failure Reason field indicates why. Use this information to make any necessary edits to the policies to enable them to renew successfully. When you have finished reviewing the log, close the file.

Delete a Log file

Once you have reviewed the successful and failed renewals in the log files, and you have processed renewals successfully for any failures, you can delete a log if you choose.

1. Click the log in the list and then do one of the following:
• Click the Delete button to the left of the list.
• Press [Delete] on your keyboard.
2. You are prompted to confirm the deletion. Click Yes.