Activity Code Configuration

Activities track actions taken on an account and remind you to follow up on various items. If necessary, you can configure the activity codes you need for your organization: use the following information to add, edit, delete, inactivate/reactivate, or print a list of codes.

If your agency uses Tarmika for small commercial lines quoting and you would like Applied Epic to generate an activity when a user creates an Epic client account from a Tarmika quote, you must add a T_AA activity code in this area. You cannot change the T_AA code, but you can customize its settings to meet your agency's needs.

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 Activity on the navigation panel or Areas > Activity on the menubar.
3. Click Codes on the navigation panel.
   
   You can do the following from here:
   • Add an Activity Code
     1. Do one of the following:
     • Click the Add button to the left of the list.
     • Click New > Code on the options bar.
     • Click File > New > Code on the menubar.
     • With focus on the list, press [Insert] on your keyboard.
     2. In the Code field, enter the desired code. Click the lookup button to select variables to enter into the description.
     3. Once you click on the desired variable, do one of the following: 
     • Click Finish.
     • Press [Enter].
     • Double click the variable.
     4. Select the Allow default description to be edited checkbox if appropriate.
     5. Fill in information on the tabs:
        • Descriptions
          1. The active language displays in the Language dropdown menu and is based on your Primary Language in Regional Settings Configuration.
          2. Enter a Description for the code. You can add existing description variables to the activity description: to add a variable, click the lookup button to the right of the field and click on the desired variable.
             
             Note: The variable named Service Summary Description allows you to set an activity description to pull in the service summary description automatically, for Policy, Line, Claim, Cancellation, and Carrier Submission activities. Similarly, the variable named Service Summary Effective Date allows you to set an activity description to pull in the service summary effective date automatically for Policy, Line, Claim, Cancellation, and Carrier Submission activities. 
             1. If you have more than one language available, the Description you enter populates for every language.
             2. To change the Description that will display in a different language, select the Language from the list or the dropdown menu and enter a Description.
             3. The Update matching descriptions in other languages option defaults as checked or unchecked based on your previous selection for it. The option cannot be changed during this workflow.
        • Basic Settings
          1. Select the Owner type in the dropdown menu. The owner types available are all of the Servicing Roles defined in the system, Producers 1-1000 (from Line of business and Transaction Commission tabs), Statement Owner, Commissionable Producer, User ID, Specific Person, or Specific Work Group.
             
             Note: If your organization has a large number of producers, it is not possible to refer to them by name in activities or templates. Instead, configure those areas to assign activities to a particular producer or broker based on that producer's or broker's identifier (order number). Organizations often use a specific Producer order number to designate a specific responsibility for a line. The best practice for activity configuration is always to create activity codes/tasks using an order number that is always defined on the line. This helps you avoid activities that default the Who/Owner field to the operator.
             
             When you select a Servicing role or Producer #, the system pulls this information from the item with which the activity is associated. If that item does not have the selected Servicing role or Producer # entered, the Activity Owner defaults blank when the activity is added to the system.
             
             If you select Statement Owner, the activity owner will default as the user who entered the reconciliation statement associated to the activity (does not apply to bank reconciliations).
             
             If you choose Specific Person as the Owner Type, select a Specific person in the dropdown menu to the right.

          If you chose Commissionable Producer as the Owner type, enter the Order # in the field to the right. When you select Commissionable Producer and define an order number, the applicable producer at the time of the Follow up/Start date defaults in the Who/Owner field on the activity when it is added. If you do not define an order number, the system assigns the first producer it finds to the activity.

          If you choose Specific Work Group as the Owner Type, select a Specific work group in the dropdown menu to the right.

          2. In the Email integration dropdown, optionally select Update Email Calendar or Update Email Tasks/To-Do.
          3. Choose a default Priority for the activity code.
          4. Choose a radio button to Default the activity as Open or Closed.
             
             If you choose Closed, you can select Successful or Unsuccessful in the Closed dropdown menu.
             
             If you choose Unsuccessful, optionally choose a default Reason.
          5. Optionally enter a default number of day(s) after entered to start the activity. When an activity is added, this field is added to the system date to determine the Follow-up/Start date.
          6. Optionally make a When closing manually selection:
             • Default Blank
             • Default Successful
             • Default Unsuccessful

          If you choose Unsuccessful, optionally choose a default Reason.

          7. Select the Activity can be closed with open tasks checkbox if applicable.
             
             Leaving this checkbox deselected not only prevents users from closing activities with open tasks, but also prevents Policy Download from closing any activities set up for the Auto-Close Activity Codes option in Company/Broker Interface Configuration.
          8. The Hidden Activity checkbox allows you to create activity codes that can be used for simple tracking. These activities remain visible until closed. Once closed, they do not display in activity lists or reports unless you specifically add search parameters/criteria to show them.
          9. The Show Indio Details section checkbox only applies to agencies that use Indio. Enabling this checkbox displays the Indio Details frame for this type of activity. Within this frame, the Submission Link field displays either the linked submission name (if an existing submission has already been selected) or the Connect to Indio Submission link. You can click this link to access Indio, select the corresponding submission, and connect it to the activity for that account.
        • Further Actions

          Note: A further action will not process if the activity is closed.

          Choose an Action to take.

          • Close Activity
            1. Enter the number of Days until system action. This number, when added to the Start activity __ days after entered number on the Basic Settings tab, determines how many days after the activity is added the further action should occur.
               
               Keep in mind that if you are scheduled to process activities at the same time every day, and an activity of this type is added after the daily processing (for example, if you process activities at 8:00 a.m. and the activity is entered at 2:00 p.m.), the further action will not be generated until the next morning.
            2. Make a selection in the System should __ when further action is taken dropdown menu:
               • Close Successfully
               • Close Unsuccessfully
            3. If you selected Close Unsuccessfully, choose a Reason.
               
               Note: For instructions on adding unsuccessful reasons to the list, see Activity Unsuccessful Reasons Configuration.
          • Generate an Activity
            1. Select an Activity code.
            2. Enter the number of Days until system action. This number, when added to the Start activity __ days after entered number on the Basic Settings tab, determines how many days after the activity is added the further action should occur.
               
               Keep in mind that if you are scheduled to process activities at the same time every day, and an activity of this type is added after the daily processing (for example, if you process activities at 8:00 a.m. and the activity is entered at 2:00 p.m.), the further action will not be generated until the next morning.
            3. Make a selection in the System should __ when further action is taken dropdown menu:
               • Close Successfully
               • Close Unsuccessfully
               • Leave Activity Open
            4. If you selected Close Unsuccessfully, choose a Reason.
               
               Note: For instructions on adding unsuccessful reasons to the list, see Activity Unsuccessful Reasons Configuration.
          • Leave Activity Open

            Enter the number of Days until system action. This number, when added to the Start activity __ days after entered number on the Basic Settings tab, determines how many days after the activity is added the further action should occur.

            Keep in mind that if you are scheduled to process activities at the same time every day, and an activity of this type is added after the daily processing (for example, if you process activities at 8:00 a.m. and the activity is entered at 2:00 p.m.), the further action will not be generated until the next morning.

          • Send a 2nd Request
            1. Enter the number of Days until system action. This number, when added to the Start activity __ days after entered number on the Basic Settings tab, determines how many days after the activity is added the further action should occur.
               
               Keep in mind that if you are scheduled to process activities at the same time every day, and an activity of this type is added after the daily processing (for example, if you process activities at 8:00 a.m. and the activity is entered at 2:00 p.m.), the further action will not be generated until the next morning.
            2. Select a Cover page.
            3. Enter the appropriate number in the Follow up again __ days later field. This creates a new Follow up/Start date for the activity that is used to determine the processing date for the second further action.
            4. Select the appropriate servicing role in the From dropdown menu. You can also select Branch. If you choose Producer, enter the Order # if known.
            5. Enter a Subject and an optional Message for the second request.
          • Send a Letter
            1. Click the lookup button to the right of the Template field. Select an Account type and/or Template folder to determine the templates available for selection. Select the desired Template and click Finish.
            2. Enter the number of Days until system action. This number, when added to the Start activity __ days after entered number on the Basic Settings tab, determines how many days after the activity is added the further action should occur.
               
               Keep in mind that if you are scheduled to process activities at the same time every day, and an activity of this type is added after the daily processing (for example, if you process activities at 8:00 a.m. and the activity is entered at 2:00 p.m.), the further action will not be generated until the next morning.
            3. Select a Cover page.
            4. Make a selection in the System should __ when further action is taken dropdown menu:
               • Close Successfully
               • Close Unsuccessfully
               • Leave Activity Open
            5. If you selected Close Unsuccessfully, choose a Reason.
               
               Note: For instructions on adding unsuccessful reasons to the list, see Activity Unsuccessful Reasons Configuration.
            6. Enter the appropriate number in the Follow up again __ days later field. This creates a new Follow up/Start date for the activity that is used to determine the processing date for the 2nd further action.
            7. Select the appropriate servicing role from the From dropdown. You can also select Branch. If you choose Producer, enter the Order # if known.
            8. Enter a Subject for the email.
            9. Optionally enter a Message. If the template selected is configured to be inserted into the email as text rather than as an attachment, do not enter a Message, as this will interfere with the content of the template.
          • Send an SMS Text
            1. To select a template for the text message, click the lookup button to the right of the Template field. In the Select SMS Template pop-up window that displays, select a Tag to filter the list if necessary, select a Template, and click Finish.
            2. Enter a number in the Days until System Action field, or click the down arrow to the right of the field to choose a new date from the dropdown calendar.
            3. Make a selection in the System should ___ when further action is taken dropdown menu:
            • Close Successfully
            • Close Unsuccessfully
            • Leave Activity Open

            If you select Close Unsuccessfully, choose a Reason in the dropdown menu.

            4. Enter a number in the Follow up again field.

        • 2nd & 3rd Further Actions

          The fields on this tab are enabled if you select Send a 2nd Request or Send a Letter in the Action to take dropdown menu on the Further Actions tab.

          Choose an Action to take.

          • Close Activity
            1. Enter the number of Days until system action. This number, when added to the Start activity __ days after entered number on the Basic Settings tab, determines how many days after the activity is added the further action should occur.
               
               Keep in mind that if you are scheduled to process activities at the same time every day, and an activity of this type is added after the daily processing (for example, if you process activities at 8:00 a.m. and the activity is entered at 2:00 p.m.), the further action will not be generated until the next morning.
            2. Make a selection in the System should __ when further action is taken dropdown menu:
               • Close Successfully
               • Close Unsuccessfully
            3. If you selected Close Unsuccessfully, choose a Reason.
               
               Note: For instructions on adding unsuccessful reasons to the list, see Activity Unsuccessful Reasons Configuration.
          • Generate an Activity
            1. Select an Activity code.
            2. Enter the number of Days until system action. This number, when added to the Start activity __ days after entered number on the Basic Settings tab, determines how many days after the activity is added the further action should occur.
               
               Keep in mind that if you are scheduled to process activities at the same time every day, and an activity of this type is added after the daily processing (for example, if you process activities at 8:00 a.m. and the activity is entered at 2:00 p.m.), the further action will not be generated until the next morning.
            3. Make a selection in the System should __ when further action is taken dropdown menu:
               • Close Successfully
               • Close Unsuccessfully
               • Leave Activity Open
            4. If you selected Close Unsuccessfully, choose a Reason.
               
               Note: For instructions on adding unsuccessful reasons to the list, see Activity Unsuccessful Reasons Configuration.
          • Leave Activity Open

            Enter the number of Days until system action. This number, when added to the Start activity __ days after entered number on the Basic Settings tab, determines how many days after the activity is added the further action should occur.

            Keep in mind that if you are scheduled to process activities at the same time every day, and an activity of this type is added after the daily processing (for example, if you process activities at 8:00 a.m. and the activity is entered at 2:00 p.m.), the further action will not be generated until the next morning.

          • Send a 3rd Request (available only if Send a 2nd Request, Send a Letter, or Send an SMS Text is selected on the Further Actions tab)
            1. Enter the number of Days until system action. This number, when added to the Start activity __ days after entered number on the Basic Settings tab, determines how many days after the activity is added the further action should occur.
               
               Keep in mind that if you are scheduled to process activities at the same time every day, and an activity of this type is added after the daily processing (for example, if you process activities at 8:00 a.m. and the activity is entered at 2:00 p.m.), the further action will not be generated until the next morning.
            2. Select a Cover page.
            3. Enter the appropriate number in the Follow up again __ days later field. This creates a new Follow up/Start date for the activity that is used to determine the processing date for the second further action.
            4. Enter a Subject and an optional Message for the third request.
          • Send a Letter
            1. Click the lookup button to the right of the Template field. Select an Account type and/or Template folder to determine the templates available for selection. Select the desired Template and click Finish.
            2. Enter the number of Days until system action. This number, when added to the Start activity __ days after entered number on the Basic Settings tab, determines how many days after the activity is added the further action should occur.
               
               Keep in mind that if you are scheduled to process activities at the same time every day, and an activity of this type is added after the daily processing (for example, if you process activities at 8:00 a.m. and the activity is entered at 2:00 p.m.), the further action will not be generated until the next morning.
            3. Select a Cover page.
            4. Make a selection in the System should __ when further action is taken dropdown menu:
               • Close Successfully
               • Close Unsuccessfully
               • Leave Activity Open
            5. If you selected Close Unsuccessfully, choose a Reason.
               
               Note: For instructions on adding unsuccessful reasons to the list, see Activity Unsuccessful Reasons Configuration.
            6. Enter the appropriate number in the Follow up again __ days later field. This creates a new Follow up/Start date for the activity that is used to determine the processing date for the second further action.
            7. Select the appropriate servicing role from the From dropdown. You can also select Branch.
            8. Enter a Subject for the email.
            9. Optionally enter a Message. If the template selected is configured to be inserted into the email as text rather than as an attachment, do not enter a Message, as this will interfere with the content of the template.
          • Send an SMS Text
            1. To select a template for the text message, click the lookup button to the right of the Template field. In the Select SMS Template pop-up window that displays, select a Tag to filter the list if necessary, select a Template, and click Finish.
            2. Enter a number in the Days until System Action field, or click the down arrow to the right of the field to choose a new date from the dropdown calendar.
            3. Make a selection in the System should ___ when further action is taken dropdown menu:
            • Close Successfully
            • Close Unsuccessfully
            • Leave Activity Open

            If you select Close Unsuccessfully, choose a Reason in the dropdown menu.

            4. Enter a number in the Follow up again field.

          • Third Further Action
            • Close Activity
              1. Enter the number of Days until system action. This number, when added to the Start activity __ days after entered number on the Basic Settings tab, determines how many days after the activity is added the further action should occur.
                 
                 Keep in mind that if you are scheduled to process activities at the same time every day, and an activity of this type is added after the daily processing (for example, if you process activities at 8:00 a.m. and the activity is entered at 2:00 p.m.), the further action will not be generated until the next morning.
              2. Make a selection in the System should __ when further action is taken dropdown menu:
                 • Close Successfully
                 • Close Unsuccessfully
              3. If you selected Close Unsuccessfully, choose a Reason.
                 
                 Note: For instructions on adding unsuccessful reasons to the menu, see Activity Unsuccessful Reasons Configuration.
            • Leave Activity Open

              Enter the number of Days until system action. This number, when added to the Start activity __ days after entered value on the Basic Settings tab, determines how many days after the activity is added the further action should occur.

              Keep in mind that if you are scheduled to process activities at the same time every day, and an activity of this type is added after the daily processing (for example, if you process activities at 8:00 a.m. and the activity is entered at 2:00 p.m.), the further action will not be generated until the next morning.

        • Tasks

          You can add, edit, or delete tasks that will be added to the activity automatically when it is entered into the system.

          • Add a Task
            1. Click the Add button to the left of the Task list, or press [Insert] on your keyboard with focus on the Task list.
            2. Enter the Task.

            3. Optionally select an Owner type. These are the same owner types that are available for the activity code’s Owner Type.
               
               If you choose Specific person, select a Specific Person in the dropdown menu.

            If you chose Commissionable Producer as the Owner type, optionally enter the Order #. When you select Commissionable Producer and define an order number, the applicable producer at the time of the Follow up/Start date defaults as the owner of the task. If you do not define an order number, the system assigns the first producer it finds as the owner.

            4. Optionally enter a default start time for the task. You can choose to Start task a specific number of days After or Before the Activity Follow Up/Start Date at a specific time of day.

            5. Optionally enter a default due time for the task. You can make the Task due a specific number of days After or Before the Activity Entered On or Activity Follow Up/Start Date at a specific time of day.

            6. Optionally add Comments. Comments entered here will be pulled into the activity as the first Task note for the task. The notes can be used as instructions for the task.

            7. Click Finish or press [Enter] to complete the record.
               
               Click Add to add this record and create another one.
               
               Click Cancel to exit the workflow without saving changes. You are prompted, "Do you wish to discard changes?" Click Yes.

          • Edit a Task
            1. Click to highlight the task in the list and then do one of the following:
               • Click the Edit button to the left of the list.
               • Double click the task.
               • Press [Enter].
            2. Change the information in the fields as necessary.
            3. Click Finish or press [Enter] to complete the record.
               
               Click Cancel to exit the workflow without saving changes. You are prompted, "Do you wish to discard changes?" Click Yes.
          • Delete a Task
            1. Click to highlight the task in the list.
            2. Click the Delete button to the left of the list or press [Delete] on your keyboard with the task highlighted.
            3. You are prompted, "Do you wish to delete this record?" Click Yes.
        • Time/Cost
          1. Optionally choose a Cost Category.
          2. Optionally enter the Average time to complete in Hours and Minutes.
          3. Optionally enter the Average cost to complete. This information can be used to compare the average work time and cost for this activity code against the actual time and cost that it is taking your users to complete.
        • Categories

          This tab lists activity categories that are associated with the selected activity code. To include inactive categories, click the Include Inactive link label.

     6. Click Finish or press [Enter] to complete the record.
        
        Click Add to add this record and create another one.
        
        Click Cancel or press [Esc] to exit the workflow without saving changes. You are prompted, "Do you wish to discard changes?" Click Yes.
   • Edit an Activity Code
     1. Click to highlight the activity code in the list and then do one of the following:
        • Click the Edit button to the left of the list.
        • Click File > Open on the menubar.
        • Double click the activity code.
        • Press [Enter] on your keyboard.
     2. Revise the information in the fields on the right.

     3. Fill in and/or edit the information on the tabs as necessary:
        • Descriptions
          1. The active language displays in the Language dropdown menu and is based on your Primary Language in Regional Settings Configuration.
          2. Enter a Description for the code. You can add existing description variables to the activity description: to add a variable, click the lookup button to the right of the field and click on the desired variable.
             
             Note: The variable named Service Summary Description allows you to set an activity description to pull in the service summary description automatically, for Policy, Line, Claim, Cancellation, and Carrier Submission activities. Similarly, the variable named Service Summary Effective Date allows you to set an activity description to pull in the service summary effective date automatically for Policy, Line, Claim, Cancellation, and Carrier Submission activities. 
             1. If you have more than one language available, the Description you enter populates for every language.
             2. To change the Description that will display in a different language, select the Language from the list or the dropdown menu and enter a Description.
             3. The Update matching descriptions in other languages option defaults as checked or unchecked based on your previous selection for it. The option cannot be changed during this workflow.
        • Basic Settings
          1. Select the Owner type in the dropdown menu. The owner types available are all of the Servicing Roles defined in the system, Producers 1-1000 (from Line of business and Transaction Commission tabs), Statement Owner, User ID, Specific Person, or Specific Work Group.
             
             Note: If your organization has a large number of producers, it is not possible to refer to them by name in activities or templates. Instead, configure those areas to assign activities to a particular producer or broker based on that producer's or broker's identifier (order number). Organizations often use a specific Producer order number to designate a specific responsibility for a line. The best practice for activity configuration is always to create activity codes/tasks using an order number that is always defined on the line. This helps you avoid activities that default the Who/Owner field to the operator.
             
             When you select a Servicing role or Producer #, the system pulls this information from the item with which the activity is associated. If that item does not have the selected Servicing role or Producer # entered, the Activity Owner defaults blank when the activity is added to the system.
             
             If you select Statement Owner, the activity owner will default as the user who entered the reconciliation statement associated to the activity (does not apply to bank reconciliations).
             
             If you choose Specific Person as the Owner Type, select a Specific person in the dropdown menu to the right.

          If you choose Specific Work Group as the Owner Type, select a Specific work group in the dropdown menu to the right.

          2. In the Email integration dropdown, optionally select Update Email Calendar or Update Email Tasks/To-Do.
          3. Choose a default Priority for the activity code.
          4. Choose a radio button to Default the activity as Open or Closed.
             
             If you choose Closed, you can select Successful or Unsuccessful in the Closed dropdown menu.
             
             If you choose Unsuccessful, optionally choose a default Reason.
          5. Optionally enter a default number of day(s) after entered to start the activity. When an activity is added, this field is added to the system date to determine the Follow-up/Start date.
          6. Optionally make a When closing manually selection:
             • Default Blank
             • Default Successful
             • Default Unsuccessful

          If you choose Unsuccessful, optionally choose a default Reason.

          7. Select the Activity can be closed with open tasks checkbox if applicable.
             
             Leaving this checkbox deselected not only prevents users from closing activities with open tasks, but also prevents Policy Download from closing any activities set up for the Auto-Close Activity Codes option in Company/Broker Interface Configuration.
          8. The Hidden Activity checkbox allows you to create activity codes that can be used for simple tracking. These activities remain visible until closed. Once closed, they do not display in activity lists or reports unless you specifically add search parameters/criteria to show them.
          9. The Show Indio Details section checkbox only applies to agencies that use Indio. Enabling this checkbox displays the Indio Details frame for this type of activity. Within this frame, the Submission Link field displays either the linked submission name (if an existing submission has already been selected) or the Connect to Indio Submission link. You can click this link to access Indio, select the corresponding submission, and connect it to the activity for that account.
        • Further Actions

          Note: A further action will not process if the activity is closed.

          Choose an Action to take.

          • Close Activity
            1. Enter the number of Days until system action. This number, when added to the Start activity __ days after entered number on the Basic Settings tab, determines how many days after the activity is added the further action should occur.
               
               Keep in mind that if you are scheduled to process activities at the same time every day, and an activity of this type is added after the daily processing (for example, if you process activities at 8:00 a.m. and the activity is entered at 2:00 p.m.), the further action will not be generated until the next morning.
            2. Make a selection in the System should __ when further action is taken dropdown menu:
               • Close Successfully
               • Close Unsuccessfully
            3. If you selected Close Unsuccessfully, choose a Reason.
               
               Note: For instructions on adding unsuccessful reasons to the list, see Activity Unsuccessful Reasons Configuration.
          • Generate an Activity
            1. Select an Activity code.
            2. Enter the number of Days until system action. This number, when added to the Start activity __ days after entered number on the Basic Settings tab, determines how many days after the activity is added the further action should occur.
               
               Keep in mind that if you are scheduled to process activities at the same time every day, and an activity of this type is added after the daily processing (for example, if you process activities at 8:00 a.m. and the activity is entered at 2:00 p.m.), the further action will not be generated until the next morning.
            3. Make a selection in the System should __ when further action is taken dropdown menu:
               • Close Successfully
               • Close Unsuccessfully
               • Leave Activity Open
            4. If you selected Close Unsuccessfully, choose a Reason.
               
               Note: For instructions on adding unsuccessful reasons to the list, see Activity Unsuccessful Reasons Configuration.
          • Leave Activity Open

            Enter the number of Days until system action. This number, when added to the Start activity __ days after entered number on the Basic Settings tab, determines how many days after the activity is added the further action should occur.

            Keep in mind that if you are scheduled to process activities at the same time every day, and an activity of this type is added after the daily processing (for example, if you process activities at 8:00 a.m. and the activity is entered at 2:00 p.m.), the further action will not be generated until the next morning.

          • Send a 2nd Request

            Note: Send a 2nd Request and Send a 3rd Request apply only to activities associated to certain system events that involve printing or submission. Click here for a list of events that support 2nd and 3rd requests. Selecting this option will repeat the printing/submission when the activity is processed. While you can select Send a 2nd Request and Send a 3rd Request for any activity, the further action will not process if the activity is not associated to one of these system events and you will receive a message on the error report that reads, "Activity is not related to a print/submit event, therefore cannot send 2nd or 3rd request."

            1. • Agent/Broker of Record Change
               • Close Binder Transaction
               • Fax Sent Successfully
               • Print Cancellation
               • Print Lost Policy Release
               • Review Application
               • Review Change Request
               • Submit Application
               • Submit Cancellation
               • Submit Change Request
               • Submit to Carriers

            1. Enter the number of Days until system action. This number, when added to the Start activity __ days after entered number on the Basic Settings tab, determines how many days after the activity is added the further action should occur.
               
               Keep in mind that if you are scheduled to process activities at the same time every day, and an activity of this type is added after the daily processing (for example, if you process activities at 8:00 a.m. and the activity is entered at 2:00 p.m.), the further action will not be generated until the next morning.
            2. Select a Cover page.
            3. Enter the appropriate number in the Follow up again __ days later field. This creates a new Follow up/Start date for the activity that is used to determine the processing date for the second further action.
            4. Enter a Subject and an optional Message for the second request.
          • Send a Letter
            1. Click the lookup button to the right of the Template field. Select an Account type and/or Template folder to determine the templates available for selection. Select the desired Template and click Finish.
            2. Enter the number of Days until system action. This number, when added to the Start activity __ days after entered number on the Basic Settings tab, determines how many days after the activity is added the further action should occur.
               
               Keep in mind that if you are scheduled to process activities at the same time every day, and an activity of this type is added after the daily processing (for example, if you process activities at 8:00 a.m. and the activity is entered at 2:00 p.m.), the further action will not be generated until the next morning.
            3. Select a Cover page.
            4. Make a selection in the System should __ when further action is taken dropdown menu:
               • Close Successfully
               • Close Unsuccessfully
               • Leave Activity Open
            5. If you selected Close Unsuccessfully, choose a Reason.
               
               Note: For instructions on adding unsuccessful reasons to the list, see Activity Unsuccessful Reasons Configuration.
            6. Enter the appropriate number in the Follow up again __ days later field. This creates a new Follow up/Start date for the activity that is used to determine the processing date for the second further action.
            7. Select the appropriate servicing role from the From dropdown. You can also select Branch.
            8. Enter a Subject for the email.
            9. Optionally enter a Message. If the template selected is configured to be inserted into the email as text rather than as an attachment, do not enter a Message, as this will interfere with the content of the template.
        • 2nd & 3rd Further Actions

          The fields on this tab are enabled if you select Send a 2nd Request or Send a Letter in the Action to take dropdown menu on the Further Actions tab.

          Choose an Action to take.

          • Close Activity
            1. Enter the number of Days until system action. This number, when added to the Start activity __ days after entered number on the Basic Settings tab, determines how many days after the activity is added the further action should occur.
               
               Keep in mind that if you are scheduled to process activities at the same time every day, and an activity of this type is added after the daily processing (for example, if you process activities at 8:00 a.m. and the activity is entered at 2:00 p.m.), the further action will not be generated until the next morning.
            2. Make a selection in the System should __ when further action is taken dropdown menu:
               • Close Successfully
               • Close Unsuccessfully
            3. If you selected Close Unsuccessfully, choose a Reason.
               
               Note: For instructions on adding unsuccessful reasons to the list, see Activity Unsuccessful Reasons Configuration.
          • Generate an Activity
            1. Select an Activity code.
            2. Enter the number of Days until system action. This number, when added to the Start activity __ days after entered number on the Basic Settings tab, determines how many days after the activity is added the further action should occur.
               
               Keep in mind that if you are scheduled to process activities at the same time every day, and an activity of this type is added after the daily processing (for example, if you process activities at 8:00 a.m. and the activity is entered at 2:00 p.m.), the further action will not be generated until the next morning.
            3. Make a selection in the System should __ when further action is taken dropdown menu:
               • Close Successfully
               • Close Unsuccessfully
               • Leave Activity Open
            4. If you selected Close Unsuccessfully, choose a Reason.
               
               Note: For instructions on adding unsuccessful reasons to the list, see Activity Unsuccessful Reasons Configuration.
          • Leave Activity Open

            Enter the number of Days until system action. This number, when added to the Start activity __ days after entered number on the Basic Settings tab, determines how many days after the activity is added the further action should occur.

            Keep in mind that if you are scheduled to process activities at the same time every day, and an activity of this type is added after the daily processing (for example, if you process activities at 8:00 a.m. and the activity is entered at 2:00 p.m.), the further action will not be generated until the next morning.

          • Send a 3rd Request (available only if Send a 2nd Request is selected on the Further Actions tab)
            1. Enter the number of Days until system action. This number, when added to the Start activity __ days after entered number on the Basic Settings tab, determines how many days after the activity is added the further action should occur.
               
               Keep in mind that if you are scheduled to process activities at the same time every day, and an activity of this type is added after the daily processing (for example, if you process activities at 8:00 a.m. and the activity is entered at 2:00 p.m.), the further action will not be generated until the next morning.
            2. Select a Cover page.
            3. Enter the appropriate number in the Follow up again __ days later field. This creates a new Follow up/Start date for the activity that is used to determine the processing date for the third further action.
            4. Enter a Subject and an optional Message for the second request.
          • Send a Letter
            1. Click the lookup button to the right of the Template field. Select an Account type and/or Template folder to determine the templates available for selection. Select the desired Template and click Finish.
            2. Enter the number of Days until system action. This number, when added to the Start activity __ days after entered number on the Basic Settings tab, determines how many days after the activity is added the further action should occur.
               
               Keep in mind that if you are scheduled to process activities at the same time every day, and an activity of this type is added after the daily processing (for example, if you process activities at 8:00 a.m. and the activity is entered at 2:00 p.m.), the further action will not be generated until the next morning.
            3. Select a Cover page.
            4. Make a selection in the System should __ when further action is taken dropdown menu:
               • Close Successfully
               • Close Unsuccessfully
               • Leave Activity Open
            5. If you selected Close Unsuccessfully, choose a Reason.
               
               Note: For instructions on adding unsuccessful reasons to the list, see Activity Unsuccessful Reasons Configuration.
            6. Enter the appropriate number in the Follow up again __ days later field. This creates a new Follow up/Start date for the activity that is used to determine the processing date for the 2nd further action.
            7. Select the appropriate servicing role from the From dropdown. You can also select Branch.
            8. Enter a Subject for the email.
            9. Optionally enter a Message. If the template selected is configured to be inserted into the email as text rather than as an attachment, do not enter a Message, as this will interfere with the content of the template.
        • Tasks

          You can add, edit, or delete tasks that will be added to the activity automatically when it is entered into the system.

          • Add a Task
            1. Click the Add button to the left of the Task list, or press [Insert] on your keyboard with focus on the Task list.
            2. Enter the Task.

            3. Optionally select an Owner type. These are the same owner types that are available for the activity code’s Owner Type.
               
               If you choose Specific person, select a Specific Person in the dropdown menu.

            4. Optionally enter a default start time for the task. You can choose to Start task a specific number of days After or Before the Activity Follow Up/Start Date at a specific time of day.

            5. Optionally enter a default due time for the task. You can make the Task due a specific number of days After or Before the Activity Entered On or Activity Follow Up/Start Date at a specific time of day.

            6. Optionally add Comments. Comments entered here will be pulled into the activity as the first Task note for the task. The notes can be used as instructions for the task.

            7. Click Finish or press [Enter] to complete the record.
               
               Click Add to add this record and create another one.
               
               Click Cancel to exit the workflow without saving changes. You are prompted: "Do you wish to discard changes?" Click Yes.

          • Edit a Task
            1. Click to highlight the task in the list and then do one of the following:
               • Click the Edit button to the left of the list.
               • Double click the task.
               • Press [Enter].
            2. Change the information in the fields as necessary.
            3. Click Finish or press [Enter] to complete the record.
               
               Click Cancel to exit the workflow without saving changes. You are prompted, "Do you wish to discard changes?" Click Yes.
          • Delete a Task
            1. Click to highlight the task in the list.
            2. Click the Delete button to the left of the list, or press [Delete] on your keyboard with the task highlighted.
            3. You are prompted, "Do you wish to delete this record?" Click Yes.
        • Time/Cost
          1. Optionally choose a Cost Category.
          2. Optionally enter the Average time to complete in Hours and Minutes.
          3. Optionally enter the Average cost to complete. This information can be used to compare the average work time and cost for this activity code against the actual time and cost that it is taking your users to complete.
        • Categories

          This tab lists activity categories that are associated with the selected activity code. To include inactive categories, click the Include Inactive link label.

     4. Click Finish or press [Enter] to complete the record.
        
        Click Add to add this record and create another one.
        
        Click Cancel or press [Esc] to exit the workflow without saving changes. You are prompted, "Do you wish to discard changes?" Click Yes.
   • Delete an Activity Code
     1. Click to highlight the activity code in the list.
     2. Do one of the following:
     • Click the Delete button to the left of the list.
     • Click File > Delete on the menubar.
     • Press [Delete] on your keyboard.
     3. You are prompted, "Do you wish to delete this record?" Click Yes.
   • Inactivate/Reactivate an Activity Code
     1. Click the activity code.
     2. Click Actions > Inactivate/Reactivate on the options bar or menubar.
     3. You are prompted to verify the change. Click Yes.

     Note: You cannot inactivate codes that are associated with system events.

   • Print the List of Activity Codes
     1. To print the list of activity codes, 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. Print this list as you would any other document.