Activity Tracker

Activity Tracker provides administrators in your brokerage an audit trail should it be required to see what users have changed in the system. With Activity Tracker you are enabled to see who performed certain client-level and quote-level actions on clients or quotes within Applied Rating Services, and when these actions were performed.

• To view all the activities performed on a client, complete the following steps:
  1. From Desktop Navigation, click Client > Activity on the menubar.
  2. The Activity Viewer window displays with a list of activities. Change the activities that display in the list if necessary.
  1. In the Filters section, select the Filters checkbox to enable the filtering fields.
  2. Filter your activities by the following information:
  • Activity: Select an activity action from the Activity dropdown menu.
  • Source: Select a type of activity from the Source dropdown menu.
    • Client: Refers to alteration of client information or client action - E.g. Name change, postal code modification, sending an email.
    • Auto: Activity originated from AutoRater - Saving or aborting an Auto quote
    • Hab: Activity originated from ProperyRater - Saving or aborting an Hab quote
    • EzITV: Activity originated from EZITV - Iclarify billing assignment set from ezITV
    • ITV: Activity originated from ITV - Iclarify billing assignment set from ITV
    • User: Refers to addition or alteration of User information - E.g. Adding or deleting a user or modifying user information
  • CSR: Select a usercode from the CSR dropdown menu.
  • Date: Check the Date checkbox and enter a From date and a To date or select dates from the dropdown calendars.
    
    To define certain times, select the checkbox in the From and To time fields .Enter a From and/or To time or select times using the up and down arrows .
  • View All Clients (displays only if you have the permission): Select the View All Clients checkbox to display a list of activities performed on all clients.
  3. Click Apply to apply your filtering selections to the activity list.
     
     Click Reset to revert back to the default activity view.
  3. Click Refresh to update the list with any new activities that were added in the time you accessed the Activity Viewer window.
     
     Click Close to exit the Activity Viewer window.
     
     Click Go To Client (displays only if you have the View All Clients checkbox selected) to close the Activity Viewer window and bring up the selected client on the Desktop Navigation screen.
• To view activities performed on an individual quote, complete the following steps:
  1. From Desktop Navigation, do one of the following:
  • Click Quote > Activity on the menubar.
  • Right click on a quote in the Quote Summary list and select Activity from the dropdown menu.
  2. The Activity Viewer window displays with a list of activities for the client. Change the activities that display in the list if necessary.
  1. In the Filters section, select the Filters checkbox to enable the filtering fields.
  2. Filter your activities by the following information:
  • Activity: Select an activity action from the Activity dropdown menu.
  • Source: Select a type of activity from the Source dropdown menu.
    • Client: Refers to alteration of client information or client action - E.g. Name change, postal code modification, sending an email
    • Auto: Activity originated from AutoRater - Saving or aborting an Auto quote
    • Hab: Activity originated from ProperyRater - Saving or aborting an Hab quote
    • EzITV: Activity originated from EZITV - Iclarify billing assignment set from ezITV
    • ITV: Activity originated from ITV - Iclarify billing assignment set from ITV
    • User: Refers to addition or alteration of User information - E.g. Adding or deleting a user or modifying user information
  • CSR: Select a usercode from the CSR dropdown menu.
  • Date: Check the Date checkbox and enter a From date and a To date or select dates from the dropdown calendars.
    To define certain times, select the checkbox in the From and To time fields. Enter a From and/or To time or select times using the up and down arrows .
  • View All Clients (displays only if you have the permission): Select the View All Clients checkbox to display a list of activities performed on all clients.
  3. Click Apply to apply your filtering selections to the activity list.
     
     Click Reset to revert back to the default activity view.
  3. Click Refresh to update the list with any new activities that were added in the time you accessed the Activity Viewer window.
     
     Click Close to exit the Activity Viewer window.
     
     Click Go To Client (displays only if you have the View All Clients checkbox selected) to close the Activity Viewer window and bring up the selected client on the Desktop Navigation screen.