Create a Custom Dec Page

Use the following steps to create or revise a custom dec page.

1. At Home Base, click Utilities.
2. On the Utility Manager screen, open the General folder in the treeview.
3. Open the Policy Maintenance folder and select Install Policy Types.
4. Click the arrow to continue.
5. Double click the Policy Type field to select the appropriate policy and click OK.
6. Click the Dec Page button.
7. On the Custom Dec Page screen, click Create/Revise Screens. This opens the Screen Generator.
8. See Screen Generator for more information on how to add pages and fields to your form.

After making all necessary additions and exiting Screen Generator, you are returned to the Custom Dec Page screen. Here you have the options to Define Summary of Insurance or View Profile.

Define Summary of Insurance

1. At Home Base, click Utilities.
2. On the Utility Manager screen, open the General folder in the treeview.
3. Open the Policy Maintenance folder and select Install Policy Types.
4. Click the arrow to continue.
5. Double click the Policy Type field to select the appropriate policy and click OK.
6. Click the Dec Page button.
7. On the Custom Dec Page screen, click Define Summary of Insurance.
8. The treeview panel on the left side of the Summary of Insurance screen contains all the pages and fields that you created in Screen Generator. Double click on a field in the treeview to define its properties. You can enter a Label for the field and select a radio button to assign a classification of Risk Description, Coverage Amount, Miscellaneous Info, or None.
9. Click OK to save your changes and return to the Custom Dec Page screen.

View Profile

1. At Home Base, click Utilities.
2. On the Utility Manager screen, open the General folder in the treeview.
3. Open the Policy Maintenance folder and select Install Policy Types.
4. Click the arrow to continue.
5. Double click the Policy Type field to select the appropriate policy and click OK.
6. Click the Dec Page button.
7. On the Custom Dec Page screen, click View Profile.
8. The ProfilePage window displays. Here you can view, but cannot make changes to, the following information:
   • Policy Type/Description
   • Current Revision Number
   • Number of Screens
   • Schedule Screen #
   • Data Space Available for Non Schedule Screens
   • Data Space Available for Schedule Screens
   • List containing the Date and Description for each revision made to the form, as well as the ID of the user who made the revision
9. When you have finished reviewing the information, click OK to return to the Custom Dec Page screen.