clauses and warranties maintenance_v2

BROKER SYSTEM 1.0.0

BDOI Record of Key Enterprise and Risk System

Document History

Clauses and Warranties Maintenance

User Guide

Version Date Author Description Reviewed By Approved By0.01 December 1,

2015Jeffrey Oliveros

Document creation Beth Tradel

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TABLE OF CONTENTS

1. Introduction..............................................................................................................................41.1 Purpose...........................................................................................................................41.2 Audience.........................................................................................................................4

2. Clauses and Warranties............................................................................................................52.1 Create Clauses and Warranties.......................................................................................52.2 View Clauses and Warranties..........................................................................................72.3 Edit Clauses and Warranties...........................................................................................82.4 Delete Clauses and Warranties................................................................................9

1. IntroductionThis document provides the users with the detailed instructions on how to operate and use the

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BROKER system’s CLAUSES AND WARRANTIES MAINTENANCE module.

1.1 Purpose The user guide document presents the functions and features that are available for the

CLAUSES AND WARRANTIES MAINTENANCE module. This document also captures the user interface screens based on the functionalities and features of the module. However, future changes may still be possible based on the additional change requests that will be submitted by the concerned units. This document has four (4) sections. These are the Creation, Viewing, Editing and Deletion of Clauses and Warranties. The section on the Creation section will provide the procedure on how to create and indicate information pertaining to Clauses and Warranties. In the Viewing section, user will be guided on how to search and view records that have been maintained in the system. The Editing section will explain the procedure on how to edit or modify information pertaining to records that have been maintained. The Deletion part lists the steps on how to remove or delete Clauses and Warranties from the system.

1.2 AudienceThe document’s intended audiences are the users and system administrator of the BROKER system – Clauses and Warranties

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2. Clauses and Warranties 2.1 Create Clauses and Warranties

1. In the system menu screen, go to MAINTENANCE > CLAUSES AND WARRANTIES.

NOTE: The system menu that will be available to the user will be based on the accesses and rights that were granted to the user. To be able to access the Clauses and Warranties Maintenance module, user should have been granted access to this module.

2. In the Clauses and Warranties List screen, click Add Record. To navigate on the next set of records, click the page number at the lower right section of the screen.

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2. In the Clauses and Warranty screen, indicate the following: Line of Insurance, Code, Name and Description. Click Save to keep record. Otherwise, click Cancel.

NOTE: The Clauses and Warranties that will be maintained will apply to the Line of Insurance (e.g. Fire Insurance) indicated by the user. When a user selects a particular Line of Insurance on the Package Maintenance (please see user guide of Package Maintenance), the Clauses and Warranties that will appear on the list will be based on the data maintained in this module. Please see screen below.

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3. In the Save Confirmation screen, click OK to confirm saving.

2.2 View Clauses and Warranties

1. From the Warranties and Clauses List (section 2.2.2.2 above ) screen, the system will display records that have been created in the system. User may limit the number of records that will be shown by indicating the count on the Record per Page drop down list located at the upper portion of the results screen. To navigate on the next set of records, click the page number at the lower right section of the screen.

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NOTE: The following data columns will be displayed to the user: Product Line, Code, Name and Description.

2.3 Edit Clauses and Warranties

1. From the Warranties and Clauses List (section 2.2.2.2 above ) screen, the system will display records that have been created in the system. To navigate on the next set of records, click the page number at the lower right section of the screen. Choose and click record. Click Edit Record

2. In the Clauses and Warranty screen, edit information. Click Save to effect changes. Otherwise, click Cancel

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3. In the Clauses and Warranty Confirmation screen, click OK.

2.4 Delete Clauses and Warranties1. From the Warranties and Clauses List (section 2.2.2.2 above ) screen, the

system will display records that have been created in the system. Choose and click record. Click Delete Record. To navigate on the next set of records, click the page number at the lower right section of the screen

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2. In the Clauses and Warranty screen, click OK to delete record. Otherwise, click Cancel.

3. In the Delete Confirmation screen, click OK.

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Note: User will not be allowed to delete Clauses and Warranties that have been used in the Package Maintenance Click OK to close the screen.

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clauses and warranties maintenance_v2

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