giss enterprise help manual version 5 · 2011. 3. 2. · welcome giss enterprise edition help...

© 2009 Fresh InfoTech and Services

GISS Enterprise EditionHelp Manual

General Insurance Surveyor's SoftwareVersion 5.x.x (All Versions)

Help Manual

From FreshInfoTrech and Servises,Kolhapur-416008

(All Rights Reserved)

Welcome

GISS Enterprise Edition Help Manual

by Fresh InfoTech and Services

GISS Or General Insurance Surveyor's Software is a Softwaresolution from FRESH INFOTECH AND SERVICES for theGeneral Insurance Surveyors, Loss Assessors and Valuers.It allows complete solution for work and reporting and also foraccounting.

All rights reserved. No parts of this work may be reproduced in any form or by any means - graphic,electronic, or mechanical, including photocopying, recording, taping, or information storage andretrieval systems - without the written permission of the publisher.

Products that are referred to in this document may be either trademarks and/or registered trademarksof the respective owners. The publisher and the author make no claim to these trademarks.

While every precaution has been taken in the preparation of this document, the publisher and theauthor assume no responsibility for errors or omissions, or for damages resulting from the use ofinformation contained in this document or from the use of programs and source code that mayaccompany it. In no event shall the publisher and the author be liable for any loss of profit or any othercommercial damage caused or alleged to have been caused directly or indirectly by this document.

Printed: January 2009 at Kolhapur-416008 (India)

GISS Enterprise Help Manual version 5.0


Publisher

Managing Editor

Technical Editors

Cover Designer

Firoz Swar, Chief Developer

Firoz Swar, Chief Developer

Sarika Hasabnis

Suvarna Pol, Jasmin Pathan

Kalil

Production

FreshInfoTrech and Servises,Kolhapur-416008 (All RightsReserved)

Team Coordinator

Sufiyan

5Contents


Table of Contents

Foreword

Part I GISS 5.0 2

................................................................................................................................... 41 How To Install GISS 5.0

................................................................................................................................... 52 How To Start GISS 5.0

................................................................................................................................... 63 Main Menu

......................................................................................................................................................... 6Quick Access Toolbar

......................................................................................................................................................... 7Ribbonbar

......................................................................................................................................................... 12Option Button

......................................................................................................................................................... 13Recent Survey Report

................................................................................................................................... 144 Survey Report

......................................................................................................................................................... 15File

.................................................................................................................................................. 16Open

.................................................................................................................................................. 18Save

.................................................................................................................................................. 18Print

.................................................................................................................................................. 19Close

......................................................................................................................................................... 19New Motor Survey Type

.................................................................................................................................................. 19Spot

.................................................................................................................................................. 29Final

.................................................................................................................................................. 52Reinspection

.................................................................................................................................................. 57Theft Opinion

.................................................................................................................................................. 62Investigation

.................................................................................................................................................. 65Motor Valuation

......................................................................................................................................................... 66Other Survey

.................................................................................................................................................. 66Engineering

.................................................................................................................................................. 72Miscellaneous

.................................................................................................................................................. 78Fire

.................................................................................................................................................. 84Machinary Valuation

......................................................................................................................................................... 86Marine

.................................................................................................................................................. 86Cargo

.................................................................................................................................................. 86Marine Hull

......................................................................................................................................................... 86Letter Pad

.................................................................................................................................................. 87Letter Pad

................................................................................................................................... 885 Edit

......................................................................................................................................................... 88Editing

......................................................................................................................................................... 89Format

......................................................................................................................................................... 90Font

......................................................................................................................................................... 90Allignment

................................................................................................................................... 906 Master Files

......................................................................................................................................................... 91Insurance Company Master

......................................................................................................................................................... 93Place Of Survey

......................................................................................................................................................... 94Policy Heading

......................................................................................................................................................... 95Spot Damage

......................................................................................................................................................... 97Mac/Ele/Fir Heading

......................................................................................................................................................... 97Text Option

......................................................................................................................................................... 99Setting

......................................................................................................................................................... 102Remark

GISS Enterprise Help Manual version 5.06


......................................................................................................................................................... 103Part Labour Schedule

......................................................................................................................................................... 104Assessment Remark

......................................................................................................................................................... 106Make Model

................................................................................................................................... 1087 View

......................................................................................................................................................... 108Outstanding Bill

......................................................................................................................................................... 109Survey Register

................................................................................................................................... 1108 Utility

......................................................................................................................................................... 111Report Header Footer

......................................................................................................................................................... 114Reminder

......................................................................................................................................................... 117Import Report

......................................................................................................................................................... 120Export Report

......................................................................................................................................................... 120Database Backup

......................................................................................................................................................... 122Report Submission

......................................................................................................................................................... 124Reciept Form

................................................................................................................................... 1259 Windows

......................................................................................................................................................... 128Recent Servey Report

................................................................................................................................... 12910 Help

......................................................................................................................................................... 130About

......................................................................................................................................................... 131Content

......................................................................................................................................................... 131Online Help And Manual

......................................................................................................................................................... 131Context Help

................................................................................................................................... 13111 Other

......................................................................................................................................................... 131Attach Photo

......................................................................................................................................................... 136Survey Bill

......................................................................................................................................................... 139Show Reminder

......................................................................................................................................................... 140Print Preview

Index 145


You can enter notes here:

GISS HelpManual

Part

I

2 GISS Enterprise Help Manual version 5.0


1 GISS 5.0

GISS 5.0

Index

Sr. No Index

1 How to Install GISS?

2 How to start GISS?

3 Main Menu

Survey Report

4 Spot Survey Report

5 Final Survey Report

6 Reinspection

7 Theft Opinion

8 Investigation

9 Motor Valuation

Other Survey

10 Engineering

11 Miscellaneous

12 Fire

13 Machinery Valuation

Marine Survey

14 Cargo

15 Marine Hull

Master Files

16 Insurance Survey Master

17 Place Of Survey

18 Policy Heading

19 Spot Damages

20 Mac/Ele/Fire Heading

21 Text Option

3GISS 5.0


22 Setting

23 Remarks

24 Part Labour Schedule

25 Assessment Remark

View

26 Outstanding Bill

27 Survey Register

Utility

28 Letter Pad

29 Report Header Footer

30 Reminder

31 Import

32 Export

33 Database Backup

34 Report Submission

35 Receipt Form

Window

36 Title Horizontally

37 Title Vertically

38 Cascade

39 Arrange Icons

40 Recent Survey Reports

Help

41 About

42 Content



1.1 How To Install GISS 5.0

GISS 5.0

How to Install or Upgrade GISS?

1) To Install from .zip file (For New Installation of base package of GISS 5.0 only)

Please down load from our website the .zip for open the zip file and extract the

contents to a folder and double click on the setup.exe. This will start the Install program

of the package and guide you to complete the installation.

2) To Install from .exe file (For New Installation of base package of GISS 5.0 and all

Upgrades)

A) Please down load from our website the .exe file and double click on the file.

This will start directly start the Install program of the package and guide you to complete

the installation.

B) If you have downloaded from our website the GISS 5.x Upgrade.exe file

simply double click on the file. This will automatically Install the upgrade program of the

package. And after completion of the installation your version is upgraded to version 5.x

where .x indicates the loaded version number.

3) In few cases the software may fail to install or upgrade due to incorrect version

of Microsoft Windows(TM)operating system patch level or due to virus in the system.

Please call Help Line in such cases.

Safety Precaution for reinstall or upgrade.

Please take backup of .mdb file located in \Program Files\Fresh Infotech-GISS V.

x\data folder on your computer before New install or Upgrade to avoid database

corruption.

Always use good Anti Virus Software. It will save you lot of trouble Later

If You have any doubts or problem always call our Help Line on 0231-2527575

for step by step assistance.

The Help line for exclusive Customer Help and Experts are always available.

You should also call our Help Line even if you are installing our software only for

TEST or EVALUATION purposes.

5GISS 5.0


1.2 How To Start GISS 5.0

GISS 5.0

How to start GISS?

First click on Start Menu ? All Programs ? FRESH INFOTECH GISS 5.0 ? GISS

Enterprise Edition

( Note: If You are using for the First Time the Survey Report Header Footer Windows

will be displayed. Please fill Your Report Heading and report Footer i.e. Your Name and

Personal Details )

Then it will open Report Header Footer Window. In this window you have to add new

Surveyors Name, Address, Qualification & other details.



1.3 Main Menu

Main Menu Window:-

To see more information about –

1) Ribbonbar

2) Quick Access Toolbar

3) Option Button

4) Recent Survey Report

5) Status Bar:-

The status bar shows the current date & time.

1.3.1 Quick Access Toolbar

In Quick Access toolbar you can add the options that you have to use mostly.

7GISS 5.0


Such as save, undo, Print. The Quick Access Toolbar can be used to add\remove items

to the quick access bar. You can also right-click on controls in the ribbon and choose to

add them to the quick access bar. There are some other options such as:

More Commands You can add more commands in Quick Access

toolbar using this Option

Show Billow the ribbon You can move the quick access toolbar bellow

the ribbonbar using this option.

Minimize the ribbon You can minimize or maximize the ribbonbar

using this option.

1.3.2 Ribbonbar

It includes the following tabs:

1. Survey Report

2. Edit

3. Master Files

4. View

5. Utility

6. Window

7. Help

There are three types of Surveys -

Spot Survey

Final Survey

Reinspection Survey

Spot Survey:

What is Spot Survey?

Survey of place where the accident was occurred.



Final Survey:

What is Final Survey?

Survey before the repairing of vehicle.

Reinspection:

What is Reinspection?

Survey after the repairing of vehicle.

1. Survey Report: In Survey Report tab there are four groups:

1.File:

Open To open any Survey Report which are saved

before, Click on this Open option.

Save To save any Survey Report Click on this Save

option.

Print To print any Survey Report Click on this Print

option.

Close To close any Survey Report Click on this Close

option.

2.Motor:

Spot To open new Spot Survey Report Click on this

Spot option.

Final To open new Final Survey Report Click on this

Final option.

Reinspection To open new Reinspection Survey Report Click

on this Reinspection option.

Theft Opinion To open new Theft Opinion Report Click on

this Theft Opinion option.

Investigation To open new Theft Opinion Report Click on

this Investigation option.

9GISS 5.0


Motor Valuation To open new Motor Valuation Report Click on

this Motor Valuation option.

3.Other Survey:

Engineering To open new Engineering Report Click on this

Engineering option.

Miscellaneous To open new Miscellaneous Report Click on

this Miscellaneous option.

Fire To open new Fire Report Click on this Fire

option.

Machinery Valuation To open new Machinery Valuation Report Click

on this Machinery Valuation option.

4.Marine:

Cargo To open new Cargo Report Click on this Cargo

option.

Marine Hull To open new Marine Hull Report Click on this

Marine Hulloption.

Letter Pad Click on Letter Pad

5.Edit : In Edit tab there are four groups:

Editing

Format

Font

Allignment

6.Master Files : In Master File tab there is one group as Master File.

Master Files

Insurance Company Master click on Insurance Company Master

Place of Survey click on Place of Survey



Policy Heading click on Policy Heading

Spot Damage click on Spot Damage

Mac/Ele/Fire Heading click on Mac/Ele/Fire Heading

Text Option To automatically detect and correct types,

misspelled words, and incorrect capitalization,

you can use Autocorrect Library. To open

this library click on this Text opinion Option.

Settings For set the default setting of Survey Report click

on this Settings Option

Remarks To add the remark in Survey report click on

Remark option.

Part Labour Schedule click on Part Labour Schedule

Assessment Remark click on Assessment Remark

Make Model click on Make Model

7.View

Outstanding Bill Click on Outstanding Bill

Survey Register Click on Survey Register

8.Utility

Report Header Footer When initializing program first time you get

Report Heading Form for filling personal

information that affect on your next activities

while using this software. to add the Report

header footer click on this Report Header

footer option

Reminder To set the reminder click on Reminder Option

Import Report To import a Survey report click on Import

Report.

11GISS 5.0


Export Report To export a Survey report, open that report &

click on Export Report.

Database Backup Click on Database Backup

Report Submission Click on Report Submission

Receipt Form Click on Receipt Form

9.Windows

Tile Horizontally Click on Tile Horizontally

Tile Vertically Click on Tile Vertically

Cascade Click on Cascade

Arrange Icon Click on Arrange Icon

Recent Survey Report It displays the Recent Survey Report window.

If the Recent Survey Report window gets closed

you can open that window from here.

10.Help

About This About form displays the information about

GISS 5.0

Content's It contains the Help file of GISS 5.0



1.3.3 Option Button

At the right side of software there is option button it include following option

1. Style :

Here you can change the Background color of the software.

Blue You can apply the Blue color to the

software. it is a Default color of software

Black You can change the color of software into

Black color.

Silver You can change the color of software into

Silver color.

Aqua You can change the color of software into

Aqua color.

2. Font:

Here you can change the Font of the software.

System Default You can apply the font of the software as

System Default.

Normal You can change the font of the software

as Normal.

Large You can change the font of the software

as Large.

Extra Large You can change the font of the software

as Extra Large.

Auto Resize Icon You can change the font of the software

as Auto Resize Icon.

13GISS 5.0


3. Right to left:

You can move the Option Button from Left side of software to the right

side of software.

4. Animation:

You can apply the animation for the software using this option.

1.3.4 Recent Survey Report

On the left side of screen there is Recent Survey Report’s window is shown.When

you move the mouse on that it will shows details of ten recent survey reports which you

have saved or opened recently. It shows:

§ Reference no.

§ Policy No.

§ Claim No.

§ Survey Type.

§ Report Date.



§ Insured.

To open the survey report, just double click on that report which you want to open & it

will show that report. Using this option you can quickly switch from one report to another

by double clicking on that.

When moves the mouse away from this window it gets hide. You can fix this

window by click on ‘Auto Hide’ Button which is on the right side of this window. To close

this window click on Close button.

If you want to open this window again go to the Windows tab on ribbonbar &

select the Recent Survey Report option.

§ Help : -When you click on Help button it will shows Help file of GISS 5.0

§ Open: -If the survey report you want to open is not in these recent ten

documents then click on Open Button it will Open all Survey report saved

before.

§ Database Backup:- You can open database backup form from here

also.

§ Report submission:- You can check report submission from here by

click on that.

§ Outstanding Bill:- You can open outstanding bill report from here

also.

§ Close:- To Close this window Click on this Close Button.

§

1.4 Survey Report

In Survey Report tab there are four groups:

1. File

o Open

o Save

o Print

15GISS 5.0


o Close

2. Motor

o Spot

o Final

o Reinspection

o Theft Opinion

o Investigation

o Motor Valuation

3. Other Survey

o Engineering

o Miscellaneous

o Fire

o Machinery Valuation

4. Marine

o Cargo

o Marine Hull

5. Letter Pad

o Letter Pad

1.4.1 File

This is the Left Most ICON at the top of the window. It is called File or Main Menu.

In Survey Report tab there are four groups:

o File

o Open :-Allows to open any Survey Report saved Previously.

o Print Setup :- Allows to Print the setup of current Survey Report.

o Save :- Allows to save the main files.

o Close :- Exits the open report / form.



1.4.1.1 Open

This window will Display all previously saved Survey reports. When you click on

the Open button from Menu it will display the Open Survey Report window.

Using Open survey report window you can open following survey report:

§ Spot Survey Report.

§ Final Survey Report.

§ Reinspection Survey Report.

§ Theft opinion Report.

§ Investigation Report.

§ Valuation Motor.

§ Valuation Machinery.

§ Miscellaneous.

§ Engineering.

§ Fire.

§ Marine Hull.

§ Marine Cargo.

Click on the Survey report name you want to open

17GISS 5.0


Survey report look in It display the name of survey report which is

display.

Show All If you want to see the all survey report click

on this option.

Show pending report If you want to see only the pending report

click on this option.

This window will display the following details of the survey report:

§ Transaction No.

§ Report No.

§ Policy No.

§ Registration No

§ Report Date

§ Insured

§ Insured Address

§ Company Name

To open the survey Report double clicks on that record displayed in the table. Or

click on open button.

Search Words Write the word here according to which you

want to Search the report.

Search Reports By Select the category of the details according to

which you are going to search the report.

Open Button After selecting the category and write the

word according to which you want to search

the survey report click on Open button the

survey report will get open.

Close Button Click on Cancel button to Close the Open

Survey report window.



1.4.1.2 Save

Using Save Button you can save the following survey reports:






§ Valuation Motor.


§ Miscellaneous.

§ Engineering.

§ Fire.

§ Marine Hull.

§ Marine Cargo.

Do not forget to Save report after you modify it.

When you click on save button, the current survey report will get saved.

1.4.1.3 Print

When you click on the Print button from Menu it will display the Print Preview.

Print Preview is multipurpose and there you will be able to select Print Format of

Reports and you can also save default format as per your choice: All the reports

below can be printed:






§ Valuation Motor.


§ Miscellaneous.

§ Engineering.

19GISS 5.0


§ Fire.

§ Marine Hull.

§ Marine Cargo.

1.4.1.4 Close

When you click on the Close button from Menu it will Any Report which is open will

be closed.

Please save the report using save button before closing it if you want to save

the changes.

the report fields are auto saved.

1.4.2 New Motor Survey Type

This is the Menu for creating the New Reports of all types in Motor:

New Motor Survey Type :-In Motor, there are following types of SurveyReport.

o Spot

o Final

o Reinspection

o Theft Opinion

o Investigation

o Motor Valuation

1.4.2.1 Spot

Ø In Spot Tab

Ø In Spot Damages Tab

Ø In End Remark Tab

Ø Attach Letter

Ø Attach Photo Tab

Ø Survey Bill tab

How to create Spot Survey Report?



In Ribbonbar click on Spot. Then select Report Date and type the reference

number.

In Spot Tab :-

Export to reinspection Button:

For export current report to Reinspection click on this Export to Reinspection

button.

In Insurance details:-

Policy Issuing Office Enter or select Policy issuing office from the

combolist.

Policy Number Type Policy Number of the vehicle. When

you enter Policy Number then it will

automatically display Insurer Insurance

Company Name & address with its branch

code.

Insurance Company Claim Number Type Insurance company claim number

Period From Enter the starting date of policy. Date

Format is dd/mm/yyyy

Period To When you enter the start Date of policy

21GISS 5.0


then Period To date will display

automatically. I.D.V Insured Declared Value. Enter the Insured

Declared Value

Insurer Name of the Insurance Company.This

Insurance Company Name is taken from

Company_address Master in Master Files.

Select the Insurance Company name from

Drop-down list or press F2 to add New

Company Name. Then Company_address

Master will be open, in this window company

master tab? Click on New button to write

new company name and click on Save

button.

Address This Insurance Company Address is taken

from Company_address Master in Master

Files. Select address of Insurance Company

from Drop-down list or press F2 to add New

company address. Then Company_address

Master will be open, in this window Div/

Branch address tab? 1st select Company

name then type branch code, select branch

type and branch address, city, state. Click

on Save Button.

Insured Name of the Vehicle Owner

Address Address of the Vehicle Owner.

H.P.A With (Hypothecation)If the Owner has taken the

vehicle by finance or loan on vehicle then

select Bank name or finance company using

drop-down list from which finance or loan

had taken by the vehicle owner.



Address Address of the Bank, or finance company.

In I.D.V.:-

Insured Declared Value Of Vehicle Enter Insured Declared Value Of Vehicle of

vehicle.

Cost of Electrical and Electronics

accessories

Enter Cost of Electrical and Electronics

accessories of vehicle.

Cost of Non Electrical accessories Enter Cost of Non Electrical accessories of

vehicle.

Engine No. Enter Engine No. of vehicle.

Cost of CNG/LPG Kit Enter Cost of CNG/LPG Kit used in Vehicle.

In Vehicle Particulars:-

Verification Record Enter that the record is verified or not.

Registration Number Enter Registration number of Vehicle.

Date of Registration Enter date of Registration of Vehicle. If

you click on To be Verified then the date will

display on report.

Chassis No Enter the Chassis number of vehicle.

Engine No. Enter the Engine number of vehicle.

Cubic capacity/HP

Make of Vehicle Select vehicle Company name. This company

name is taken from Make Model in Master

Files. Select Vehicle Company name from


company name. Then Make Model window

will be open, in this window Make tab? 1st

type Company name. Click on Save Button.

Model of Vehicle This Model name is taken from Make Model

in Master Files. Select Model name of vehicle


23GISS 5.0


Model name. Then Make Model will be open,

in this window Make tab? 1st select Vehicle

Company name then type Model name.

Click on Save Button.Year It will take year of the Registration of the

vehicle automatically.

Type of body Select or type Type of body.

Class of vehicle Select or type Class of vehicle.

Pre-accident Condition Select or Type Pre-accident condition of

Vehicle.

R.L.W/Seating condition Enter Rear laden weight / Total Seating

capacity.

Unladen Weight Enter unloaded vehicle weight.

Fitness Cer.No N.A(Not Applicable)

Valid upto N.A(Not Applicable)

Permit No. N.A(Not Applicable)

Valid upto N.A(Not Applicable)

Type of Permit N.A(Not Applicable)

Route area of operation N.A(Not Applicable)

Road Tax N.A(Not Applicable)

Period N.A(Not Applicable)

Fuel Used Enter or Select the fuel used by vehicle.

Speedometer Reading Enter the Speedometer reading of vehicle.

Colour of Vehicle Enter the colour of the vehicle.

In Drivers Particulars:-

MDL Details Verification Select MLD details verification.

Name of the driver Enter the name of the driver.

Address Enter the address of the driver.

Driving License Number Enter Motor Driving License number.

Date of Birth Enter date of birth of driver



Date of Issue Enter the date of issue of driving license.

Validity Enter validity of the driving license.

Issuing authority Enter issuing authority.

Nature of license Enter nature of license.

Type of License Enter or select Type of license.

Badge No. N.A(Not Applicable)

Endorsement, if any Enter endorsement if any.

Authorized paid employee N.A(Not Applicable)

In Verification of Records:-

Driving License Enter driving license number

Registration Certification Enter yes if the registration certificate is

attach.

Road Tax Enter road tax

Remark Enter remark

In Accident Details:-

Date of Accident Enter or select Date of accident from drop-

down list.

Time Enter time of accident.

Place of Accident Enter Place of Accident.

Place of Survey Enter or select Place of Accident from drop-

down list.

Date of Allotment of Survey Enter or select Date of accident from drop-

down list.

Time Enter time of Allotment of survey.

Date of Survey Enter or select Date of survey from drop-

down list.

Time Enter time of survey.

In Details of Load Challan:-

25GISS 5.0


Load carrying capacity Enter load carrying capacity

Load carrying capacity At the Time of

Accident

Enter load carrying at the time of accident

Trip sheet Number Enter trip sheet number.

In Details Of Load Challan:-

Write details of load challan or press F2 key to take previous details. Then Edit

window will get open & click on show Previous details. You will get previous details, then

select required details and copy. Paste it on edit window.

Details of Load Challan means total quantity of goods, total value of goods OR

total numbers of passengers.

In Police Case Particulars:-

Has the accident been reported to the

police station:-

Enter yes if the accident is reported to the

police station. Enter No if the accident is not

reported to the police station.

Name of police station:- Enter or select the Name of police station

from drop-down list where you had

reported.

Station diary no.: Enter Station Dairy no.

Panchanamas has been carried out: Write Panchanamas details if the

Panchanama had done.

Action taken by police : Write action taken by police or press F2

key to take previous details. Then Edit

window will get open & click on show

Previous details. You will get previous

details, then select required details and

copy. Paste it on edit window.

In Cause and Nature of accident :-

Write details of accident how it was occurred.



In Vehicle to be shifted to:- Write the place where vehicle had shifted.

11 Names of the insured’s Write names of witness.

Address Write address of witness.

Relatiove Write names of persons who was present

at the time of accident.

In Details of Third Party Loss Write details of the third party loss. or

press F2 key to take previous details. Then

Edit window will get open & click on show

Previous details. You will get previous

details, then select required details and

copy. Paste it on edit window

How to Save Spot Survey Report?

Click on Save Button to save the spot survey details.

( If you not save Spot Survey report you can not move to Spot Damages. )

In Spot Damages Tab:-

27GISS 5.0


Here enter or select impact heading by using drop-down list and write their description.

If you want to add new impact Heading then press F2 . Then Spot Heading Master

window will get open. In Spot detail master tab ? Enter new Impact Heading and Click

on Save button. In Spot Detail Sub Master Tab ? Select main heading & then enter sub

heading & click on Save button. Then enter or press F3 key to display damages

description list. If you want to add new damage description then press F2 then Edit

window will get open. In Edit window ? Enter new damage description and Click on Save

button.

If you want to see previous Record , click on Import Previous Report button. Then

Import Previous Report window will get open. To import the record , first select record

and click on Import data button. Here you can also search the records. Here you can

Open, Edit, Add & Delete records.

Insert New Row – To insert a row click here.

In End Remark Tab:-

Write the remark.

Here you can double click on a remark in the Remark list to add that remark.

Add Edit Remark: If you click here Remark Master window will get open.



Attach Letter Button:-

To attach a letter click on Attach Letter button. Then you will get open Attach

letter window.

To write a Letter,

1) Write the details to whom you are sending the letter.

eg. To,

The Manager,

Fresh Infotech,

Rajaram Puri,

Kolhapur - 416 003

2) Select letter address to whom (Insurer / Insured).

3) Select Date.

4) Write subject.

5) Then write your letter body and to add letter description select from following

list.

6) Then click on Save button to save the letter.

7) To print the letter click on Print button.

29GISS 5.0


1.4.2.2 Final

Ø In Final Tab

Ø In Assessment Tab

Ø In R/T/N/C Basis Tab

Ø In Billcheck Tab

Ø End Remark Tab

Ø Attach letter Tab

Ø Attach Photo Tab

Ø Survey Bill Tab

How to create Final Survey Report?

For Final survey report, go to survey report tab from ribbon bar. Enter the

reference no. and select the report date.

In Final Tab:-

Export to reinspection Button:

For export current report to Reinspection click on this Export to Reinspection



button.


Policy Issuing Office Select the name of policy issuing office from

drop-down list.



automatically display Insurer (Insurance

Company) Name & address with its branch

code.


Period From Enter the starting date of policy. Date Format

is dd/mm/yyyy

Period To When you enter the start Date of policy then

Period To date will display automatically.

Insurer Name of the Insurance Company.




Master will be open, in this window company

master tab? Click on New button to write

new company name and click on Save

button.

Address This Insurance Company Address is taken




company address. Then Company address

Master will be open, in this window Div/Branch

address tab? 1st select Company name then

type branch code, select branch type and

branch address, city, state. Click on Save

31GISS 5.0


Button.Insured Name of the Vehicle Owner


H.P.A With (Hypothecation)If the Owner has taken the

vehicle by finance or loan on vehicle then

select Bank name or finance company using

drop-down list from which finance or loan had

taken by the vehicle owner.


In I.D.V:-

Insured Declare value of vehicle Enter the Insured Declare value of vehicle.

Cost of Electrical and Electronic

accessories

Enter the Cost of Electrical and Electronic

accessories.

Cost of non Electrical accessories Enter the Cost of non Electrical

accessories.

Cost of CNG/LPG Kit Enter the Cost of CNG/LPG Kit.

In Vehicle Particulars:-

Verification Record Select the type of verification Record from

drop-down list.


Date of Registration Enter date of Registration of Vehicle. If

you click on To be Verified then the date

will display on report.

Chassis No Enter the Chassis number of vehicle.


Cubic Capacity/H.P Enter Cubic capacity/H.P

Make of vehicle Select vehicle Company name. This

Company name is taken from Make Model

in Master Files. Select Vehicle Company

name from Drop-down list or press F2 to



add New company name. Then Make

Model window will be open, in this window

Make tab? 1st type Company name. Click

on Save Button.Model of vehicle This Model name is taken from Make

Model in Master Files. Select Model

name of vehicle from Drop-down list or

press F2 to add New Model name. Then

Make Model will be open, in this window

Make tab? 1st select Vehicle Company

name then type Model name. Click on

Save Button.

Year It will take year of the Registration of the

vehicle automatically.

Type of body Select or enter Type of body.

Class of vehicle Select or type Class of vehicle.

Pre-accident Condition Select or Type Pre-accident condition of

Vehicle.

R.L.W/Seating condition Enter Rear laden weight / Total Seating

capacity.

Unladen Weight Enter unloaded vehicle weight.

Fitness Cert. No. Applicable for commercial vehicle only. N.A

(Not Applicable)

Valid upto Applicable for commercial vehicle only. N.A

(Not Applicable)

Permit No. Applicable for commercial vehicle only. N.A

(Not Applicable)

Valid upto Applicable for commercial vehicle only. N.A

(Not Applicable)

Type of Permit Applicable for commercial vehicle only. N.A

(Not Applicable)

33GISS 5.0


Route area of operation Applicable for commercial vehicle only. N.A

(Not Applicable)

Road Tax Applicable for commercial vehicle only. N.A

(Not Applicable)

Period Applicable for commercial vehicle only. N.A

(Not Applicable)

Fuel Used Enter or Select the fuel used by vehicle.

Speedometer Reading Enter the Speedometer reading of vehicle.

Colour of Vehicle. Select the Colour of vehicle. To add New

Colour of Vehicle Press F2 then Colour of

vehicle window will get open. then add the

colour of vehicle and click on save button.

And click on Exit Button to close the

Window.

In Drivers Particulars:-

MLD Details Verification Select the MLD Details Verification. To add

New MLD Details Verification Press F2 then

MLD Details Verification window will get

open. then add the MLD Details Verification

and click on save button. And click on Exit

Button to close the Window.

Name of the driver Enter the name of the driver.

Address Enter the address of the driver.

Driving license no. Enter the Driving license no.

Date of birth Select the Date of birth.

Date of Issue Select the date of issue of driving license.

Validity Enter validity of the driving license.

Issuing authority Select the issuing authority. To add New

issuing authority Press F2 then issuing

authority window will get open. then add



the issuing authority and click on save

button. And click on Exit Button to close

the Window. Nature of license Select the Nature of license. To add New

nature of license Press F2 then issuing

Nature of license will get open. then add

the nature of license and click on save

button. And click on Exit Button to close

the Window.

Type of License Select the Type of License. To add New

type of License Press F2 then issuing Type

of License will get open. then add the

Type of License and click on save button.

And click on Exit Button to close the

Window.

Badge No. N.A(Not Applicable)

Endorsement ,if any Enter endorsement if any.

Authorized To drive Applicable for professional driver only. N.A

(Not Applicable)

Verification of Record:-

Driving license Enter Yes if the driving license valid or if

not write No.

Registration Certificate Enter Yes if the Registration Certificate

valid or if not write No.

Rod tax Enter Yes if the Rod tax valid or if not

write No.

Remark Enter the remark, you can also press F2

key to open remark window. In that Select

the remark from the list or write your own

remark & click on save button.

35GISS 5.0


In Accident Details:-

Date of Accident Enter or select Date of accident from

drop-down list.

Time of Accident Enter time of accident.

Place of Accident Enter Place of Accident.

Place of Survey Enter or select Place of Accident from

drop-down list.

Date of Allotment of Survey Enter or select Date of accident from

drop-down list.

Time Enter time of Allotment of survey.

Date of Survey Enter or select Date of survey from drop-

down list.

Other date(s) & Time Enter Other date(s) & Time of survey.

Date of Receipt of Spot Report Enter the date of Receipt of Spot Report.

Was accident reported to police Select option from drop-down list. Or to

add new option press F2 key. And add the

option & click on save button

Person present During Survey Enter the name of Persons present During

Survey.

Served by Enter the name of surveyor.

In Summary of Assessment:-

Estimate Labour Enter estimation of labour charges.

Estimate Parts Enter estimation of spare parts.

Total Estimate Total estimation .

Assessed Labour Enter assessed labour charges.

Labour from Parts Enter labour charges for repairing parts.

Assessed Parts Enter charges for assessed parts.

Total Assess Total assessed amount.

Less Excess Enter less excess charges.

Imposed Excess Enter imposed excess charges.



Less Voluntary Excess Enter less voluntary excess charges.

Less % Dep Less % depreciation charges.

Less 50% Depreciation Less Less 50% depreciation excess charges.

Less 30% Depreciation Less 30% depreciation charges.

Loss Assessed Approx Enter loss assessed approximate

charges.

For Insurers Information Only:-

Approx Value of Spare Parts at List

Price

Enter Approximate value of spare part.

Depreciated Value Enter depreciated value.

Expected Salvage Value Enter expected salvage value.

Cause:-

In Cause and Nature of accident Write details of accident how it was

occurred. Also you can press F2 key to

add the Cause and Nature of accident.

Note : ( First save the report & then go to assessment.)

Assessment:-

37GISS 5.0


Option:-

1. Addendum:-

For Addendum select addendum option. and write the description

2. Assessment:-

For Assessment select assessment option. When you select this option

then description show automatically you can edit the description

Following text Box shows selected description.

This drop-down list show the list of particular you saved before.

Import Estimate Editor Button:-

Click on Import Estimate button then Import Estimate Editor Window will get

open.

1. Purpose: Import Estimate Editor is used to import Text, PDF, and Excel form of

estimate. And change its content as per requirement.

2. About used Controls:



At the top position of window it shows following buttons

Ø “Select file format”

Ø “Open file”

Ø “Save and export to grid”

Ø “Export to XLS” (excel file).

Select file format: At this position list of file is display

Ø Text file

Ø PDF file

Ø Excel file

By Default List is fixing to Text file

Open File:

Ø Here you can select File format from given list.

Ø Then press the “Open File” button on pressing this button you can display dialog

box here select desire drive from “Look in” Option.

Ø And press open button on dialog box, then your required file is open in “File editor

Tab”

Edit Text file:

Ø As per open file method you can open your text file in "Import Estimate

Editor”.

Ø Here Select Part type or Labour type text data from Import Estimate Editor

and Press Ctrl + C key for copy content

Ø If selected text is Part types then go to “Part Labour saves” tab. Then Paste

text data in Part section.

Ø If selected text is Labour types then go to “Part Labour save” tab. Then

Paste text data in Labour section.

Then press “Save and Export to Grid” Button then it shows as follows

To delete column and row from Part and Labour Grid

To delete the unnecessary columns you have to check it first and press “Delete

39GISS 5.0


column” button

Similarly to delete unnecessary rows you have to check it first and press “Delete

Row” button.

Some time it is necessary to add column in given text data

Eg.

SASH, REAR DOOR FR LH demo 71741M59K00-5PK

SUNVISOR ASSY LH (GRAY) demo 14170M79F10

MIRROR ASSY, INSIDE RR VIEW (G demo 14130M79GA0)

MIRROR ASSY, OUT REAR VIEW, L demo 99000M34000

In above example if you have to export this type of text to grid only two columns

are display it shows in following way.

Here if we have to spilt “demo” word in new column, go to the “part Labour save

tab” change the each line as follows

For spilt the column it is necessary to add minimum two or more spaces between

two words from above we have add two spaces between “demo” and its nearest

words, thus you can apply for each line if necessary

SASH, REAR DOOR FR LH-Add two spaces-demo-Add two spaces-

71741M59K00-5PK


71741M59K00-5PK

SUNVISOR ASSY LH (GRAY)-Add two spaces- demo-Add two spaces-

14170M79F10

MIRROR ASSY, INSIDE RR VIEW (G -Add two spaces-demo-Add two spaces-

14130M79GA0

MIRROR ASSY,OUT REAR VIEW,L-Add two spaces-demo-Add two spaces-

99000M34000

Then press “Save and Export to Grid” Button, you have following output



If some descriptive part below line, then this line is show in description column


Wood Cutting and align body-descriptive part

SUNVISOR ASSY LH (GRAY) demo 14170M79F

MIRROR ASSY, INSIDE RR VIEW (G demo 14130M79GA0

MIRROR ASSY,OUT REAR VIEW,L demo 99000M34000

In above there is descriptive part below first line

Note that in descriptive line contains more than one spaces between words then it

can not show in description column so keep on space between two words.

On Pressing “Save and Export to Grid” Button, you have following output

Then press “Export to XLS file” button then Part and Labour are separately exported

to excel file.

Edit PDF file:

Ø As per open file method you can open your PDF file in “File Editor”.

Ø Here some new controls are display while importing PDF file

Previous (<), Next (>) button, and Zoom option to change view of PDF file

Ø Previous (<): On pressing this button you can go to previous page of PDF

file.

Ø Next(>) : On Pressing this button you can go to Next Page of PDF file

Ø Here Select Part type or Labour type text data from File Editor and Press Ctrl

+ C key for copy content

Ø If selected text is Part type then goes to “Part Labour save” tab. Then Paste

text data in Part section.

Ø If selected text is Labour type then goes to “Part Labour save” tab. Then

Paste text data in Labour section.

Then press “Save and Export to Grid” Button then it shows as follows


41GISS 5.0



column” button


Row” button.

Some time it is necessary to add column in given text data

Eg.


SUNVISOR ASSY LH (GRAY) demo 14170M79F10



In above example if you have to export this type of text to grid only two columns

are display it shows in following way.

Here if we have to spilt “demo” word in new column, go to the “part Labour save

tab” change the each line as follows

For spilt the column it is necessary to add minimum two or more spaces between

two words from above we have add two spaces between “demo” and its nearest

words, thus you can apply for each line if necessary


71741M59K00-5PK


71741M59K00-5PK

SUNVISOR ASSY LH (GRAY)-Add two spaces- demo-Add two spaces-

14170M79F10

MIRROR ASSY, INSIDE RR VIEW (G -Add two spaces-demo-Add two spaces-

14130M79GA0

MIRROR ASSY,OUT REAR VIEW,L-Add two spaces-demo-Add two spaces-

99000M34000

Then press “Save and Export to Grid” Button, you have following output

If some descriptive part below line, then this line is show in description column




Wood Cutting and align body

SUNVISOR ASSY LH (GRAY) demo 14170M79F



In above there is descriptive part below first line

Note that in descriptive line contains more than one spaces between words then it

can not show in description column so keep on space between two words.

On Pressing “Save and Export to Grid” Button, you have following output

Then press “Export to XLS file” button then Part and Labour are separately exported

to excel file.

Edit Excel file :

Ø As per open file method you can open your Excel file in “File Editor”.

Ø Here Select Part type or Labour type Excel data from File Editor and Press

Ctrl + C key for copy the content

Ø If selected Excel data is Part type then go to “Assessment Grid Editor” tab.

Then Paste excel data in first section.

Ø If selected Excel data is Labour type then go to “Assessment Grid Editor”

tab. Then Paste excel data in second section.



column” button


Row” button.

After editing both grid you can check final

column is to be export to Excel file. And press the Button “Export to XLS file” your

selected column of corresponding part and labour exported to separate Excel file.

This files located in xls folder.

43GISS 5.0


Under Select spare part or type of labour from

drop-down list.

Sr. No It will get automatically.

Particular Select or type Particular from drop-down list.

Remark/Damages Select or type Remark from drop-down list.

Estimate Enter Estimate amount.

Qty Ass. It comes automaticaticaly.

Glass 0% Enter Value of Glass parts.

Metal % % Depreciation value of Metal parts is

calculated on the basis of difference

between Date of registration and Date of

accident.

6 months to 1 year-5%

1 year to 2 year -10

2 year to 3 year -15%





7 year to 8 year -40



Thus there is increment of 5% for a year in

metal depreciation upto 50%. Enter Value of

Metal parts.

Rubber 50% Enter Value of Rubber parts.

Fiber 30% Enter Value of Fiber parts.

Labour Enter Labour charges.

Endorsement 23 Click here if endorsement 23 apply.

Del If you click on del then that parts are not

allowed for surveyors estimation.



KO(Kept Open) If you click here then it will kept open for

adding further details.

Apply Tax :-

If you want to apply tax on assessment then click on Apply Tax option.

Tax Details :-

This Table shows the details of tax. You can also change the details.

Seating :-

you can select following option

1. Auto complete particular & remark from library.

2. Auto accept estimated amount as assessed amount.

3. Auto save assessment particulars and remark from library

4. Show description box below the particulars

5. Show previous assessed value when enter part name.

Summary:-

Details Summary of assessment will show automatically when you fill the

assessment details. And Grand Total will Show automatically.

In R/T/N/C Basis tab:-

45GISS 5.0


R/T/N/C Basis Stands for Repair/Total/Net/Cash Basis

Here you write description about Repair/Total/Net/Cash.

Also you can write the description press F2 then edit window will get open, write

description and click on save button.

Here you will get automatically: -

Net Admission Loss:-

§ Total Assessed amount.

§ Add Toying Charges.

§ Add Spot Repaired charges.

§ Less Salvage value

§ Less compulsory Excess.

§ Less Imposed Excess.

§ Less Voluntary Excess.

§ Net Assessed Amount:- here you will get total of Net Admission Loss.

Loss Assessment of Total Loss Basis:-

§ Total Sum Insured.

§ Market value of the vehicle pre-accidental condition.



§ Toying charges.

§ Spot repaired charges.

§ Salvage value of vehicle in as ease where condition.

§ Compulsory Excess

§ Imposed Excess.

§ Voluntary Excess.

§ Net excess loss on salvage loss.:-here you will get total of loss

assessment of total loss.

Loss assessment on salvage loss basis:-

§ Total Sum Insured.

§ Market value of the vehicle pre-accidental condition.

§ Toying charges.

§ Spot repaired charges.

§ Compulsory Excess

§ Imposed Excess.

§ Voluntary Excess.

§ Net excess loss on salvage loss basis.:-here you will get total of loss

assessment on salvage loss basis.

Loss Assessment on cash loss basis:-

§ Total cost of spare part allowed

§ Total cost of depreciated amount

§ Less tax on spare parts.

§ Net amount of spare parts.

§ Add amount for unopened parts.

§ Add amount for labour charges.

§ Less excesses amount.

§ Less discount for cash.

§ Net amount after cash.

§ Add toying charges.

§ Add spot repair charges.

§ Less Compulsory excess.

47GISS 5.0


§ Less imposed excess.

§ Less Voluntary excess.

§ Net loss on cash loss basis.:- here you will get total of loss assessment on

cash loss basis.

Autocalculate Rep/Ttot/ Net/ Cash loss:- For automatic calculation select this option. By

default it is selected.

Printing Option :-

Net Loss On Repair Basis.

Net Loss On Total Loss Basis.

Net Loss On Salvage Loss Basis.

Net Loss On Cash Loss Basis.

You can select Above Option for printing.

Click on Import Estimate button then Import Estimate File window will get open.

First select the file path location of the data from where you want to import data.

Then select the file format ( excel file or text file ) & you will get list of files.

Then select the file & also click on Add into Parts or Add into Labour button.

Then click on Confirm Transfer to assessment button to import the data.

Here you can cancel the transfer using Cancel Transfer button.

In Bill Check Tab :-

Sr. No It will get automatically.

Particular Select or type Particular from drop-down list.



Bill No

Glass 0% Enter Value of Glass parts.

Metal % % Depreciation value of Metal parts is

calculated on the basis of difference between

Date of registration and Date of accident.

6 months to 1 year-5%










Thus there is increment of 5% for a year in

metal depreciation upto 50%.Enter Value of

Metal parts.

Rubber 50% Enter Value of Rubber parts.

Fiber 30% Enter Value of Fiber parts.

Labour Enter Labour charges.

Date: Enter Date.

Depreciation: It will come from Assessment. If you want to change you can change

it.( only for metal)

Description: It will come automatically. You can also edit it.

In Final Bill sheet:

It will show you details of assessment according to its group.

ADD Tax: If you click on Add Tax, Taxes will automatically apply. And also you can edit

values & you can change Tax values and Tax type.

Note:

49GISS 5.0


1) When you select Add Tax then Tax Type column is get inserted into Final Bill Sheet.

2) If you not select Add Tax then Tax Type column will not get inserted into Final Bill

Sheet.

1) When you will not select Add Tax –

2) When you will select Add Tax –

In Tax Type there is a combo. You can select tax type from that combo.

Find combo:

If you want to find a particular row, then select it from the combo.

You will get highlighted that report.

In SUMMARY Tab:-

If you want to see calculations click on Summary tab.

Then you can see following details à

Grand Total

Depreciation Amount

After depreciation

Endorsement Amount

Grand Total (After Endorsement)

In Remark Tab :-

If you want to remark for Final Bill Check type here.

In Tax Less Add Details Tab:-



To change Tax values:

There are separate grid columns as Tax 1 & Tax 2. Here you can change tax values

and then it will directly apply to final bill check.

There is also one more grid. There you can show :-

Compulsory excess, imposed excess, Voluntary excess, salvage value, add toying

charges & spot repair charges.

Here also you can enter or edit values in INR column.

It will save automatically.

In ADD NEW ITEM tab:-

Here you can add record in final bill check,

1) In Under - There is combo, select from that an option.

2) Sr. No – It will come automatically.

3) Particular – Write particular.

If it is blank then it will not add to bill check.

4) Tax type - You can change tax type.

5) Endorsement - If you want to apply endorsement then click here.

Add To Bill Check - After filling all on click on Add to bill check.

Then it will get added to final bill check.

End Remark Tab:-

51GISS 5.0


Write the remark.

Here you can double click on a remark in the Remark list to add that remark.

Add Edit Remark: If you click here Remark Master window will get open.

Attach Letter Tab:-

To attach a letter click on Attach Letter button. Then you will get open Attach letter

window.

To write a Letter,



1) Write the details to whom you are sending the letter.

eg. To,

The Manager,

Fresh Infotech,

Rajaram Puri,

Kolhapur - 416 003

2) Select letter address to whom (Insurer / Insured).

3) Select Date.

4) Write subject.

5) Then write your letter body and to add letter description select from following

list.

6) Then click on Save button to save the letter.

7) To print the letter click on Print button.

1.4.2.3 Reinspection

How to work with Reinspection?

For Reinspection select Survey report from the ribbonbar, And Click on

Reinspection option. In Reinspection form there are four tabs:

v Reinspection Tab

v Finding of Reinspection

v Report header & conclusions

v In Survey fee Bill tab

In Reinspection tab:-

53GISS 5.0


Reference No. Type the Report number. This Report number

is taken from Policy Type in Master Files. For

see Report no. Click on Reference no Box &

Press F2 key.

Date Select the report date from drop-down list.

In Insurance company particulars:

Policy Issuing Office Enter or select Policy issuing office from the

combo list.

Policy no. Type Policy Number of the vehicle. When you

enter Policy Number then it will automatically

display Insurer Insurance Company Name &

address with its branch code.

Insurance Co. claim no. Type Insurance company claim number

Insurer Name of the Insurance Company. This


Company _address Master in Master Files.






Master will be open, in this window

company master tab? Click on New

button to write new company name and

click on Save button.Address This Insurance Company Address is taken




company address. Then Company_address

Master will be open, in this window Div/Branch

address tab? 1st select Company name then

type branch code, select branch type and

branch address, city, state. Click on Save

Button.



Policy period from Enter the starting date of policy. Date Format

is dd/mm/yyyy.

To When you enter the start Date of policy then

Period To date will display automatically

Vehicle finance details Enter or select from drop list, the vehicle

finance details.

In Details of Survey:

Date of Accident Select the date of accident from drop-down

list.

Time of Accident Enter the time of accident

Survey allocation date Select or Enter the date of Survey allocation

Survey Date (s). Select or enter the date of survey

55GISS 5.0


Person Present during survey Write the names of person’s presents during

survey.

Surveyed by Write the surveyors name

Place of Survey Enter the Place of survey

In Vehicles Particulars:

Registration No. Enter Registration number of Vehicle.

Chassis No. Enter the Chassis number of vehicle.


Make Select vehicle Company name. This Company

name is taken from Make Model in Master

Files. Select Vehicle Company name from


company name. Then Make Model window will

be open, in this window Make tab? 1st type

Company name. Click on Save Button.

Model This Model name is taken from Make Model in

Master Files. Select Model name of vehicle


Model name. Then Make Model will be open,

in this window Make tab? 1st select Vehicle

Company name then type Model name. Click

on Save Button.

Year Enter the Year of Registration of vehicle

Final survey report Received on Select the date of final survey report received

Class of vehicle Enter or Select the class of vehicle from drop

down list

Odometer Reading Enter the odometer reading

Note:-

Click on Save button before go to next tab



In Finding Reinspection tab:-

Sr. no. These are serial numbers which increases

automatically.

Part Name Write or select the part name from the drop-

down list.

Part Replaced If you want to allow this part to replace then

click on that.

Salvage Available If

Remark Write or select the remark from the drop-

down list.

Note:-

Click on Save button before go to next tab.

To print the Reinspection Report click on Print Button.

In Report Header & Conclusion tab:-

57GISS 5.0


Reinspection Heading It will come automatically when you click here.

Or you can write Your own Reinspection

heading here.

Conclusions It will come automatically when you click here.

Or you can write Your own Conclusion here.

1.4.2.4 Theft Opinion

How to work with Theft Opinion?

For Theft Opinion form select Survey report from the ribbonbar, And Click on T

heft Opinion Option.

In Theft opinion form there are three tabs

v Theft Opinion Tab

v Continue Tab

v Survey fee Bill tab

In Theft Opinion Tab:-



Reference No. Type the Report number. This Report number is

taken from Policy Type in Master Files. For see

Report no. Click on Reference no Box & Press F2

key.

Date Select the report date from drop-down list.


Date of Registration Enter date of Registration of Vehicle. If you click

on To be Verified then the date will display on

report.

Make Select vehicle Company name. This Company

name is taken from Make Model in Master Files.

Select Vehicle Company name from Drop-down

list or press F2 to add New company name.

Then Make Model window will be open, in this

window Make tab? 1st type Company name.

Click on Save Button.

Model This Model name is taken from Make Model in

Master Files. Select Model name of vehicle from

Drop-down list or press F2 to add New Model

59GISS 5.0


name. Then Make Model will be open, in this

window Make tab? 1st select Vehicle Company

name then type Model name. Click on Save

Button.Year Enter date of Registration of Vehicle. or this will

Automatically display after enter the Registration

date of vehicle.

Type of body Select or type. Type of body.

Chassis No. Enter the Chassis number of vehicle.


R.L.W/Seating condition Enter Rear laden weight / Total Seating capacity.

Details Of Insurance:-

Insurance Company Claim NumberType Insurance company claim number

Policy Number Type Policy Number of the vehicle. When you




Period From Enter the starting date of policy. Date Format is

dd/mm/yyyy.

Period to When you enter the start Date of policy then

Period To date will display automatically.

I.D.V Insured Declared Value. Enter the Insured

Declared Value



Company_address Master in Master Files. Select

the Insurance Company name from Drop-down

list or press F2 to add New Company Name.

Then Company_address Master will be open, in



this window company master tab? Click on New

button to write new company name and click on

Save button.Address This Insurance Company Address is taken from


address of Insurance Company from Drop-down

list or press F2 to add New company address.


this window Div/Branch address tab? 1st select

Company name then type branch code, select

branch type and branch address, city, state.

Click on Save Button.



H.P.A With (Hypothecation) If the Owner has taken the

vehicle by finance or loan on vehicle then select

Bank name or finance company using drop-down

list from which finance or loan had taken by the

vehicle owner.


Date of theft Select the date of theft from drop-down list

Time of theft Enter the time of theft

Place of theft Enter Place of theft

Date of allotment of survey Select the date of allotment from drop-down list

Time of survey Enter the time of survey

Name of police station Enter name of police station.

Police Case No. Enter police case number.

Value of stolen vehicle Enter value of stolen vehicle declared by owner

while regarding first information report by the

police.

61GISS 5.0


In Continue Tab:-

Opinion About Market Value When you click on that box the opinion about

market value will display automatically, or you

can type your own opinion.

Remark Write remark or press F2 key to take previous

remarks Then Edit window will get open & click

on show Previous remarks. You will get previous

remarks, then select required remarks and copy.

Paste it on edit window.

Rs. Enter the market value.

Enclosures Enter the names of enclosures.



1.4.2.5 Investigation

Ø In Investigation Report Tab

Ø In Detail Tab

Ø In Survey Fee Bill Tab

In Investigation Report Tab:-

Report No. Type the Report number. This Report number is

taken from Policy Type in Master Files. Select

Investigation Report from drop down list.

Date Select the date from drop-down list.

Policy Number/ Cover Note No. Type Policy Number of the vehicle. When you




Period Enter the starting date of policy. Date Format is

dd/mm/yyyy. When you enter the start Date of

policy then Period To date will display

63GISS 5.0


automatically. 1) Insurer Name of the Insurance Company. This



the Insurance Company name from Drop-down

list or press F2 to add New Company Name.


this window company master tab? Click on New

button to write new company name and click on

Save button.

Address This Insurance Company Address is taken from


address of Insurance Company from Drop-down

list or press F2 to add New company address.


this window Div/Branch address tab? 1st select

Company name then type branch code, select

branch type and branch address, city, state. Click

on Save Button.

2) Insured Name of the Vehicle Owner


3) H.P.A With (Hypothecation) If the Owner has taken the

vehicle by finance or loan on vehicle then select

Bank name or finance company using drop-down

list from which finance or loan had taken by the

vehicle owner.


a) Date & time of Enter type of investigation. Select the date &

time of investigation from drop-down list

b) Place of Survey Enter Place of Survey.

c) Date of allotment of survey Select the date of allotment from drop-down list



d) Date & time of survey Select the date & time of survey from drop-down

list

In Details Tab:-

Here you can write the details of Investigation Report.

65GISS 5.0


1.4.2.6 Motor Valuation

Ø In Valuation Tab

Ø In Change Format Tab

In Valuation Tab -

Report No It will generate automatically

Date Select date from drop-down list

To Type or select from drop-down list to

whom you are sending the Valuation Motor

Report & also type address.

For Enter the name of person.

Subject Enter vehicle no. & subject. And also type

vehicle details.

In Change Format Tab-



Here you can change the format.

1.4.3 Other Survey

This is the Menu for creating the New Reports of Following types:

o Other Survey:- In other survey there are following types of survey report.

o Engineering

o Miscellaneous

o Fire

o Machinery Valuation

1.4.3.1 Engineering

Ø In Engineering Tab

Ø Continuous Page 2


Ø In Remark Tab

Ø In Survey Fee Bill

In Engineering Tab-

67GISS 5.0


Report No. Type the Report number. This Report

number is taken from Policy Type in

Master Files.

Date Select the date from drop-down list. Select

Miscellaneous Report from drop down list.

Instructions Write remark or press F2 key to take

previous remarks Then Edit window will get

open & click on show Previous remarks.

You will get previous remarks, then select

required remarks and copy. Paste it on

edit window.















Files. Select address of Insurance

Company from Drop-down list or press F2

to add New company address. Then

Company_address Master will be open, in

this window Div/Branch address tab? 1st

select Company name then type branch

code, select branch type and branch

address, city, state. Click on Save Button.



H.P.A With (Hypothecation) If the Owner has taken

the vehicle by finance or loan on vehicle

then select Bank name or finance

company using drop-down list from which

finance or loan had taken by the vehicle

owner.






code.




69GISS 5.0




automatically.

Sr. No. of damage under policy Enter Sr. No of damaged item under policy

S. I. under policy Enter sum insured under policy

S. I. for damage item Enter sum insured for damaged item

Reinstatement Value Enter Reinstatement value

Reinstatement Desc. Enter Reinstatement Description

Other coverage under policy Enter other coverage under policy

Incidence Write incidence or press F2 key to take

previous incidence Then Edit window will get

open & click on show Previous incidence.

You will get previous incidence, then select

required incidence and copy. Paste it on

edit window.

Details of Damages Type of Risk / Perils Covered. Enter type

of Risk / Perils Covered

Date of occurrence Select date of occurrence

Time Enter time

Survey allotted on Enter date of Survey allotted

Time Enter time

Date of Survey Enter date of Survey

Time Enter time

Place of Survey Enter place of Survey

Continuous Page 2:-



Here write down the descriptions for following points -

§ Preamble

§ Occurrence

§ Proximate cause

§ Nature & Extent of Loss

§ Case of Loss

§ Depreciation

§ Police Action

§ Excess

§ Salvage value

§ Valuation

§ Repairer

§ Assessment

§ Cause and nature of damages

§ Indemnity

§ Interest

§ Adequacy of sum insured

Write description or press F2 key to take previous descriptions. Then Edit window

will get open & click on show Previous descriptions. You will get previous description ,

71GISS 5.0


then select required description and copy. Paste it on edit window

In Assessment Tab -

In this tab you will get open Miscellaneous Assessment window. Here you have

to enter descriptions of total loss assessments & also enter the claimed amount

Assessed amount & Depreciation amount. In Loss adjustment, you will get Loss

Adjustment on Total Loss Basis .

Loss Adjustment on Total Loss Basis.

Less Depreciation Enter the Less Depreciation value

Less Salvage Enter the less salvage value

Less Under Insurance Enter the Less under Insurance value

Less Excess Enter the less excess value

Net Liability It will get Automatically

Loss Adjustment



Less Assessed For, It will get automatically

Less Depreciation It will get automatically


Less Under Insurance It will get automatically


Net Liability It will get automatically

In Remark Tab –

Write remark or press F2 key to take previous remarks Then Edit window will

get open & click on show Previous remarks. You will get previous remarks, then select

required remarks and copy. Paste it on edit window.

1.4.3.2 Miscellaneous

Ø In Miscellaneous Tab

Ø In Continuous Page 2


73GISS 5.0


Ø In Remark Tab


In Miscellaneous Tab-



Master Files.








edit window.






























owner.





75GISS 5.0



code.Insurance Company Claim Number Type Insurance company claim number





automatically.












edit window.




Time Enter time


Time Enter time


Time Enter time


Continuous Page 2:-




§ Insurable Interest

§ Introduction of Business

§ Item affected

§ Physical verification

§ Cause of breakdown

§ Guarantee / Warrantee

§ A.M. C.

§ Repairer

§ Salvage value

§ Observation

§ Opinion about the market value

Write description or press F2 key to take previous descriptions. Then

Edit window will get open & click on show Previous descriptions. You will get

previous description , then select required description and copy. Paste it on edit

window

In Assessment Tab -

77GISS 5.0












Loss Adjustment









In Remark Tab –




1.4.3.3 Fire

Ø In Fire Tab

Ø In Continuous Page 2


Ø In Remark Tab


In Fire Tab-

79GISS 5.0




Master Files.








edit window.






























owner.






code.



81GISS 5.0


Format is dd/mm/yyyyPeriod To When you enter the start Date of policy


automatically.












edit window.




Time Enter time


Time Enter time


Time Enter time


In Continue Sheet 2 -




§ Nature & Existent Of Loss.

§ Causes of Loss.

§ Police Action.

§ Location, Construction & occupation.

§ Valuation

§ Assessment

§ Introduction

§ Insurable Interest.

§ Fire Brigade.

§ Accurance Salvage Value.

§ Salvage Value.

§ Inspection & Verification.

§ Claim on Insurers.

§ Claim Bill

§ photograph taken by us.

Write description or press F2 key to take previous descriptions. Then Edit window

will get open & click on show Previous descriptions. You will get previous description ,

then select required description and copy. Paste it on edit window

83GISS 5.0


In Assessment Tab -











Loss Adjustment









In Remark Tab –




1.4.3.4 Machinary Valuation

To open the form of Machinery valuation –

1) Select Survey Report.

2) In Other Survey – Click on Machinery Valuation

Then you will get open Machinery Valuation form.

Machinery Valuation Details:

85GISS 5.0




Master Files.

Date Select the date from drop-down list.

To Type or select from drop-down list to

whom you are sending the Valuation Motor

Report & also type address.

For Enter the name of person.

Particular Type the particulars of machinery or press

F2. Then Edit window will get open. Here

you type, spell check & save the

particulars.

Quantity Enter quantity.

Amount Enter amount.

Total Valuation Total Valuation will display automatically

when you save the record.

Remark Tab:

If you want to add Remark Write here.



1.4.4 Marine

This Section will be added in later versions

Marine:- In Marine there are following type of survey report.

o Cargo

o Marine Hull

1.4.4.1 Cargo

This Section will be added in later versions.

1.4.4.2 Marine Hull

This Section will be added in later versions

1.4.5 Letter Pad

This is the basic Letter Pad Application embedded in the GISS software for creating the CoveringLetters for all your Reports:

Letter Pad:-

o Letter Pad

87GISS 5.0


1.4.5.1 Letter Pad

To write a letter,

Reference No. It will generate automatically. Also Select

the way through which you are sending the

letter.

Select Date Select the date from drop-down list. Write

the details to whom you are sending the

letter.

Example:

To,

The Manager,

Fresh Infotech,

RajaramPuri,

Kolhapur - 416 003

Write Attn., reference & subject.

Then write your letter format & end the letter.

Then click on Save button.

To print the letter click on Print button.



1.5 Edit

1. Editing

o Copy

o Cut

o Past

o Undo

o Redo

2. Format

o Bold

o Italic

o Underline

o Spell-check

3. Font

o Font Type

o Font size

o Font Colour

4. Alignment

o Left

o Center

o Right

o Increase Indent

o Decrease Indent

1.5.1 Editing

Copy To Copy the text from any survey Report,

select that text & click on this Copy option.

89GISS 5.0


Cut To Cut the text from any survey Report, select

that text & click on this Cut option.

Paste To Paste the text which you have copied or cut

from any survey Report, click where you want

to paste that text & click on this Paste option.

Undo To undo any procedure from survey Report click

on this Undo Option.

Redo To Redo any procedure from survey Report

click on this Redo Option.

Note: -

You can also use shortcut keys for Copy (ctrl + C), Cut (ctrl + X), Paste (ctrl + V),

Undo (ctrl + Z) and Redo (ctrl + Y) in survey Reports.

1.5.2 Format

Bold To give bold effect to the text click on this Bold

option.

Italic To give Italic effect to the text click on this

Italic option.

Underline To give Underline effect to the text click on this

Underline option.

Spell Check To check any spelling from the text click on this

Spell check option. It will display Spell check

window.

Note: -

You can also use shortcut keys for Bold ( ctrl + B), Italic ( ctrl + I ), Underline( ctrl +

U )

1. Right to left: You can move the Option Button from Left side of software to

the right side of software.

2. Animation: You can apply the animation for the software using this option



1.5.3 Font

Font Name To change the font type of the text Select the

Font name from the Drop-down list.

Font Size To change the font size of the text Select the

Font Size from the Drop-down list.

Font Color To change the font color of the text Select the

Font color from the list.

1.5.4 Allignment

Left To give the Left alignment to the text use this

Option.

Center To give the Center alignment to the text use

this Option.

Right To give the Right alignment to the text use this

Option.

Increase Indent To Increase the indent of the text use this

option

Decrease Indent To Decrease the indent of the text use this

option

1.6 Master Files

Master File

o Insurance Company Master

o Place of Survey

o Policy Heading

o Spot Damages

91GISS 5.0


o Mac/Ele/Fire Heading

o Text Option

o Setting

o Remark

o Part Labour Schedule

o Assessment Remark

o Make Model

1.6.1 Insurance Company Master

Company Master Tab-

Company Name Select company name from below

company name list or if you want to add

new then click on New button then write

company name & click on Save button.

Here company code will be automatically

generated.

Div / Branch address Tab-



Company Name Select company name from drop-down list

Branch/D.O/R.O code Enter code and select type of office from

drop-down list

Address Enter the div/branch address.

City Enter city of div/branch.

State Enter state of div/branch.

Search Record By Select Option to search the record

o Branch Code

o Address

o City

Search word Type the word, from the record you want

search.

For Editing the Record, first select the record & double click on that record. Then you

can edit the record. & save the record

93GISS 5.0


1.6.2 Place Of Survey

Garage / Repairer name M/S Select garage /repairer name from below

list or if you want to add new then click on

New button then write new name & click

on Save button. also you can delete the

record using delete button.

Authorized Dealer Select yes / no from drop-down list.


can edit the record. & save the record.

Details option

Here you can create New, Save, Delete & Close the Place Of Survey report.



1.6.3 Policy Heading

Here you can create new Policy Type Heading for Survey Reports.

Group Select group from drop down list.

Survey Type Write the type of survey here.

Policy Heading Select Policy Heading from below policy

type list or if you want to add new then

click on New button then write policy

heading & click on Save button. Here you

will get policy code automatically.

Report No. Prefix Enter report no. prefix.

Default Report format It shows the format of the selected report.



95GISS 5.0


1.6.4 Spot Damage

In Spot Detail Master Tab-

Spot Main Heading Select main heading from drop down list.

The following Table contain the list of all saved Spot Main Heading.For Editing

the Record, first select the record & double click on that record. Then you can edit the

record. & save the record

In Spot Detail Sub Master Tab-



Main Heading Select main heading from drop down list.

Sub Heading Enter sub heading.



97GISS 5.0


1.6.5 Mac/Ele/Fir Heading

Here you have to select following categories-

§ ENG

§ MIS

§ FIR

§ MAR

When you select a categories you will get heading list of that


can edit the record. & save the record. Also you can create new record.

Details option

Here you can Save, Delete the Surveyors report.

1.6.6 Text Option

To automatically detect and correct typos, misspelled words, and incorrect

capitalization, you can use AutoCorrect Library.

For example, if you type teh plus a space, then AutoCorrect replaces what you have



typed with “the."

How to use Autocorrect Library?

For AutoCorrect library, select Master Files from ribbonbar. & Click on ‘Text

option’. Then the Autocorrect library Window will display.

1) Replace Box: - In the Replace box, type a word or phrase that you often mistype

or misspell— for example, type usualy.

2) With Box: - In the with box, type the correct spelling of the word— for example,

type usually.

3) List: - All the New & previous entries are displayed in the Following List.

4) Add/Replace Button:-To add a new entry in Autocorrect library, Click on Add

button. When we want to replace any pervious entry the Add button is changed in

Replace button. We can change the previous entry by click on Replace button.

5) Delete Button: - To Delete or remove any entry from autocorrect library, Double

click on the Entry from the list. & Click on Delete button.

With Autocorrect library we can

1) Add a new entry to the list of Automatic Corrections: -

99GISS 5.0


o To Add a new entry to the list of Automatic Corrections type a word or

phrase that you often mistype or misspell In the Replace box,

o For example, type usualy.

o In the with box, type the correct spelling of the word— for example,

type usually.

o Click on Add button.

2) Change the content of an entry:-

o To Change the content of an entry double Click from the entry in the list

under the with box.

o Type the new entry in the with box.

o Click on Replace button.

3) Rename the entry:-

o To rename the entry double click on the entry from the list under the

Replace box.

o Click on Delete button.

o Type a new name in the Replace box.

o Click on Add button.

4)Delete an autocorrect entry: -

o To delete an autocorrect entry double click on the entry from list under the

Replace box, you want to remove.

o Click on Delete button.

1.6.7 Setting

For Set or change the setting of report or report font we can use setting option.

Such as Font type, font name, of a report etc.

How to use Settings Option?



For Setting Option Select Master Files From ribbonbar. & Click on

‘Settings’. Then the Settings Window will display. There are two Tabs:

§ General settings

§ Print report Font settings

In General Settings Tab-

In general settings tab there are 7 options:

1. Auto-Correct: - To automatically detect and correct typos, misspelled words,

and incorrect capitalization, you can use Auto-Correct Option. For set it as default

setting click on Auto-Correct Option.

2. Auto-Type: - For select auto-type as default setting click on Auto-type

Option.

3. Ignore words with number: - for select Ignore words with number as

default setting click on Ignore words with number option.

4. Ignore words in mixed case: - for select Ignore words in Mixed case as

default setting click on Ignore words with Mixed case option.

5. Ignore words in upper case: - for select Ignore words in Upper case as

default setting click on Ignore words with Upper case option.

6. Show suggestion: - for select Show suggestion as default setting click on

Show suggestion option.

101GISS 5.0


v Print Report Font Settings: -

With Print report font settings tab we can Change the font type, font size

of the report we want to print. Also we can give the Bold, Italic, and Underline

Effects to the report.

Font size Select the font size from the drop-down list which

you want to assign to the report.

Bold Click on the Check box if you want to assign the

Bold effect to the report.

Italic Click on the Check box if you want to assign the

Italic effect to the report.

Underline Click on the Check box if you want to assign the

Underline effect to the report.

Sample Text In this box there is sample text which is change

according to the effect you assign to the report.

Save Button Click on save button for save the settings of print

report

Note:-We can also change the previous font settings of any report. For that select the

report name and change its font settings again & click on save button.



1.6.8 Remark

If you want to add remark on your survey report then you can add Remark

using ‘Remark’ Option.

How to work with Remark?

For Remark, select Master Files from ribbonbar. & Click on ‘Remark’. Then the

Remark Window will display.

Add Write the remark which you want to add in

your survey report and click on Add

button. All the saved remarks are display

on list shown bellow.

New If you want to type new remark then click

on New button to empty the box.

Delete If you want to delete any remark from the

list then Double Click on that remark & click

on Delete Button.

103GISS 5.0


Close If you want to close this Remark Window

then click on Close button.

Note:-

You can also add previous remark from list by double clicking on that.

1.6.9 Part Labour Schedule

First Select Part Labour Schedule Tab

In Part Labour Schedule Tab:-

1. Select Part Type

2. Select make (Name of Vehicle Company)

In following Table Select Model of vehicle.

Write Estimate Rs. and Assessed Rs. Type is automatically display.

For delete record click on Delete Button

If you want to add New Part Labour Name or edit part Labour Name then Select Part

Labour Master Tab.

In Part Labour Master Tab:-



For New Click On New Button, Or edit Double –click on particular row then

Record is open.

1. Write or edit Part Type

2. Select Type(M – Metal, G – Glass, R – Rubber, F – Fiber, L – Labour)

3. Write the Description

For Save record, Click on Save Button. For Delete record Click on Delete Button

1.6.10 Assessment Remark

If you want to add remark in Assessment You can add the Remark/damages

from here.

105GISS 5.0


Remark/damages write your remark/damages here.

Is Delete If you click on this Is Delete option then

this remark/damages are not shown at the

time of final billcheck.

List All saved remarks are shown in this list.

Save for save the remark/damages click here.

New for write new remark/damages click here.

Delete If you want to delete any remark/

damages double click on any remark from

list and click on this delete button.

Close for close this form click on this close

button.



1.6.11 Make Model

Make Tab:-

Make To add new Vehicle Company Name.

List List of vehicle company name.

Save To save new vehicle company name, click

here.

New To add new record click on New button

Exit To close the Make Model window click on

Exit button.

If you want to edit any record double click on that record from list. Edit the

record and click on save button.

Model Tab:-

107GISS 5.0


Make Select the vehicle company Name(Make)

from drop-down list

Model Add New vehicle model name

List List of vehicle model name.

Search Record by Select Option to search the record

o Make no

o Model no

o Model

Search Word Type the word, from the record you want

search.

Save To save new vehicle model name, click

here.

New To add new record click on New button

Exit To close the Make Model window click on

Exit button.

If you want to edit any record double click on that record from list. Edit the

record and click on save button



1.7 View

View

o Outstanding Bill

o Survey Register

1.7.1 Outstanding Bill

First select the Company Name. Then select branch address. Then write letter’s

Header description in text box. And also write following text box footer. And click on Save

Button. Following list shows the list of saved letter. If you want to see the previous

letter, then double-click on particular row. Then letter will get open. And also you can

update the letter.

Options:-

All Company list and branch address list will be

hiding. All companies pending bill list will show

109GISS 5.0


on print preview.

Company Wise Company list will be hiding Selected company

all branches pending bill list will show on print

preview.

Branch Wise Selected company selected branch pending bill

list will show on print preview.

1.7.2 Survey Register

Option :-

ALL Company list and branch address list will be

hiding. For All companies pending bill or

Received bill list.

Company Wise Company list will be hiding. For Selected

company all branches pending bill or Received

bill list.

Branch Wise For Selected company selected branch

pending bill or Received bill list.

Report Option:-



Bill Issued For Pending Bill List

Bill Received For Received Bill List

IRDA Format For IRDA Format printing select IRDA Format

option, when this option is selected then ALL,

Company Wise, Branch Wise Options and

Company Name, Branch Address combo will

be disabling.

Company Name This combo is used for, select the Company

Name

Branch Name This combo is used for, select branch address

of selected company

From Date Select From date

To Date Select To Date

1.8 Utility

Utility

o Report Header Footer

o Reminder

o Import Report

o Export Report

o Database Backup

o Report Submission

o Receipt Form

111GISS 5.0


1.8.1 Report Header Footer

When initializing program first time you get Report Heading Form for filling

personal information that affect on your next activities while using this software.

In Report Header Tab:

Report First Page Heading : Type your name.

Left Heading : Type license no., SLA, IISLA, ref.no., membership no. etc.

Right Heading : Type your name , address, phone no., & email id. etc.

In Continuous Page Heading Tab:



Continuation Page Heading : Type your firm name or your name.

Report Footer : Type your firm name or your name.

In Bill Footer Tab:

113GISS 5.0


Left Bill Footer : Type left Bill footer. Like Pan No etc

Right Bill Footer : Type right Bill footer. Type your signature description

Software Heading : Type your firm name or your name that reflect on other

windows.

IRDA License Number : Type your IRDA License Number.

To make setting to your information , use the GISS Setting Tab from ribbonbar.

There are 4 groups in GISS Setting. They are as follows :

1. Clipboard

2. Font

3. Paragraph

4. Report

In Group Clipboard:

You can Cut, copy & Paste data.

In Group Font :



You can change font type, font size & font color. Also you can Bold, Italic & underline

the data.

In Group Paragraph:

You can make allignment as Left, Right, Center.

In Group Report:

Here you can save & close the report. Also you can make Date Setting & Register

Software.

Save : After completion of typing save it by using save option.

Close : After saving , close this window by using close option.

Date Setting : Date Setting is necessary to set the time in dd/mm/yyyy.

Steps are given below.

Click on Date Setting > Customize > Select Date tab > type short date format:

dd/mm/yyyy.

Register Software Button : To register the software click on this option.

You can also use Quick Access Toolbar to Copy, Paste & Save the report.

You can also use System Button to save & close the report.

1.8.2 Reminder

In Utility There is Reminder Option. Using this option we can set reminder for any

Survey Report. This reminder is shown when you run the project.

In this window there are two tabs

§ Survey Report tab

§ Reminder tab

Survey Report Tab:

115GISS 5.0


Here is a list which shows the details of all survey reports Such as:

1. Insured

2. Company name

To set the reminder for survey report, choose the report & double clicks on that.

Then it will display the other details of the Report in the Reminder tab.

Reminder Tab:



Following details are shown automatically

Policy No

Report Date

Report No

Insured Name

Insurance Company Name

For set the reminder

o Select the Reminder date from the date picker.

o Write the Subject of the reminder.

o Write the Reminder you want to set for survey report

o This Reminder was display in bellow list.

o Click on Save button to save the reminder.

117GISS 5.0


Save To save the Reminder set for the Survey

report, click on this Save button

Delete To Delete any reminder double click on

record from the list & Click on delete

button.

New For create new reminder click on New

Button.

Close To Close the reminder form click on close

button.

Is Close If you click on this check box this reminder

is not shown when you run the software.

1.8.3 Import Report

When you want to import the report from other use following method.

Step 1: click on Utility à Import Report

Step 2: You will get open Import As window.

Here you have to select the filename from the list as shown in above window,



which you want to import.

Step 3: Click on Open Button.

Then you will get open Import Report window.

Select the filename from the list & click on Open button or double click on the

filename to import.

It will automatically check that the report which you are exporting is you have to

ADD or UPDATE.

Also it displays you that message.

To update the report :-

To Add the report :- In this window first you can see following –

1) The option like Update against the report or Add New in GISS

2) Next there is report type of the report which you are importing.

3) The details of the record which you are going to import.

4) Main Record in GISS – The details of the record in GISS (our main database)

5) Imported Record –

Here you get the information of the insurance company name, insurance

company address, vehicle company name & vehicle model of the record which

119GISS 5.0


you are importing.

6) Record Details in GISS –

Here you get the information of the insurance company name, insurance

company address, vehicle company name & vehicle model of the record from

GISS.

Here you will get Combo Box for each. Click here & select from list.

7) You will get message that you have to ADD the Record / You have to Update the

record.

8) Ok and Cancel button.

9) A checkbox to open the report.

To open the report, click here then you will get open the report.

Step 4: Click on OK button to add the record in your database or update that report

against your report.

Step 5: If you want to open that report click on To open the report.

You will get open that report.

CANCEL: - If you click on Cancel Button import will get cancelled.



1.8.4 Export Report

Export:-

When you want to export your report to other use following method.

Step 1: Open the report which you want to export.

Step 2: Then click on Utility à Export Report

Step 2: You will get open Export As window.

Here you enter File Name as you want to export & also set location of that file.

Step 3: Click on Save Button.

Then your report will get export.

Note: If there is no report opened then you can’t export any report. So first open a

report & export it as above.

Cancel Button: - If you click here exporting gets cancelled.

1.8.5 Database Backup

In Utility tab there is database Backup option using this option we can take a backup of

database from one folder to other folder.

121GISS 5.0


o In this form first select the drive name from drop down list.

o Then select the Folder from bellow.

o & Click on OK button.

Folder Name It shows the path of folder where you take

the database backup. Also when you open

this form it shows the previous path of the

backup.

Cancel To close this form click on Cancel Button.



1.8.6 Report Submission

In Survey Report List Tab -

All When you select it, displays the list of all

reports.

Outstanding When you select it, displays the list of

pending(outstanding) reports.

Submitted When you select it, displays the list of

submitted reports.

You can also search reports by –

1) Transaction No.

2) Report No

3) Report Date

4) Policy No

5) Claim No

6) Policy Type

7) BranchAddress1

8) Insured Address

123GISS 5.0


If you want to submit a report, then double click on that record which is showing in grid.

Then it will open in Report completion tab.

In Report Completion Tab -

When You Double click on any record from survey report list tab it will shows the

following details of that record. Here you can only change the date of submission not the

details of report. Also you can add the note here for that record.

Date of submission Select the date.

Save Click here to submit this report

Close Click here to close the window



1.8.7 Reciept Form

In Receipt Form Tab:-

Search By:- For Searching Specific Report type the text from that report you

remember in that column.

Survey Report Register:- It displays you list of all survey reports.

If you want to make receipts of reports then double click on that records then it will get

add into Survey Report Selected List.

You will get automatically Total Service tax & Total Bill

Survey Report Register It displays you list of all survey reports

Remove Row If you want to remove any record, select

it & click on Remove Row button.

Total Service Tax It will get you automatically.

Total Bill It will get you automatically

Report Date Select the date.

Bank Name Select or enter the Bank Name.

Cheque No Enter the cheque No.

Cheque Date Enter the cheque Date.

Received Amount Enter received amount.

TDS Enter TDS.

125GISS 5.0


Save To save the receipt click on Save button.

New To make a new receipt click on New

button.

Delete Receipt To delete a receipt click here.

Close To close the application click here.

In Report register Tab:-

In this tab you can search the record by enter the word you remember fromthat record.

1.9 Windows

Windows

Tile Horizontally :-All open forms Arrange in horizontally.



Tile Vertically :-All open forms Arrange in vertically.

127GISS 5.0


Cascade :-All open forms Arrange in cascade.

Arrange Icon :-It arrange Icon of all open forms.

· Recent Survey Report



1.9.1 Recent Servey Report

If the Recent Survey Report Form is close from Main Menu Window then you

can add that form again from here. On the left side of screen there is Recent Survey

Report’s window is shown. When you move the mouse on that it will shows details of ten

recent survey reports which you have saved or opened recently. It shows

§ Reference no.

§ Policy No.

§ Claim No.

§ Survey Type.

§ Report Date.

§ Insured.

To open the survey report, just double click on that report which you want to open & it

will show that report. Using this option you can quickly switch from one report to another

by double clicking on that.

When moves the mouse away from this window it gets hide. You can fix this

window by click on ‘Auto Hide’ Button which is on the right side of this window. To close

129GISS 5.0


this window click on Close button.

If you want to open this window again go to the Windows tab on ribbonbar &

select the Recent Survey Report option.

§ Help : -When you click on Help button it will shows Help file of GISS 5.0

§ Open: -If the survey report you want to open is not in these recent ten

documents then click on Open Button it will Open all Survey report saved

before.

§ Database Backup:- You can open database backup form from here

also.

§ Report submission:- You can check report submission from here by

click on that.

§ Outstanding Bill:- You can open outstanding bill report from here

also.

§ Close:- To Close this window Click on this Close Button.

1.10 Help

It Contains Following Topics

Ø About

Ø Content

Ø Online Help And Manual

Ø Context Help



1.10.1 About

About GISS 5.x Enterprise Edition: (Also called GISS Plus)

GISS (General Insurance Surveyors Software Version 5) Software Enterprise Edition.

(VERSION 5, DECEMBER 26, 2008)

Copyright (C) YEAR 2000,2001,2002,2003,2004,2005,2006,2007 Firoz Swar and

Copyright (C) YEAR 2007 ,2008 Fresh Infotech And Services.

5th Floor, Vasant Plaza, Rajaram Road, Kolhapur(MS) India-416003. All rights reserved.

Contact:

Help Line 0231-2545540

E-mail: [email protected] ( Web site)

[email protected]

Web sites: http://freshinfotech.tomato.fm

http://freshinfotech2.tomato.fm (Alternate Web site if above site is not available.)

FTP sites: http://freshinfotech.tomato.fm /archival (ftp Download page)

http://freshinfotech2.tomato.fm (Alternate Web site if above site is not available.)

131GISS 5.0


1.10.2 Content

It Contains the Help File Of GISS 5.0

1.10.3 Online Help And Manual

1.10.4 Context Help

1.11 Other

Others

o Attach Photo

o Survey Bill

o Show Reminder

o Print Preview

1.11.1 Attach Photo

Features :

· This project is flexible, user friendly and easy to use.



· Photos are automatically added in Photo selection window on double clicking

on Photo folder on hard drive or Camera.

· Check box is provided to select and add required photo from Photo List.

· You can add this selected photo in working folder on clicking on Add Button.

· Adding and Deleting of Photo from working folder.

· Duplication of photo is avoided by Photo Compare Window.

· Easily print selected photo in report.

Photo inserts Project

It contains mainly three windows

Photo Show

Photo Browser

Photo Compare

Steps

Photo show window is provided four Button i.e. Show Button, Delete Photo, Add

Photo and Print Photo.

In “Photo Show Window” First Press Add Button to Add photo from hard drive or

camera.

On pressing Add Button Photo Browser window is display.

133GISS 5.0


Photo Browser Window

In “Photo Browser Window” Drive List Box, Directory List Box and File type list

are present.

First Select Desire Photo format from File type i.e. jpg, bmp and gif. Selecting File

Type, Drive, and Folder. then select Desire location from Drive List.

On selecting Desire Drive on Drive List then its folders and files are display in

Directory List box.

Then in Directory List Box Double Click on your Desire Photo folder.

On Double clicking on Photo Folder, List of Photos is displayed in Photo List.

Photo Selection and Photo List

In Association of “Photo list” “Photo selection” is present which provide Check

Box for selecting Photo from Photo List.

When Click on photo from Photo List, it display in small Preview,

further click on small Preview, Big preview of photo is display

Big Preview



You can click on check box and select Desire Photo.After Completion of

selection of Photo Click on Add Button.On Clicking Add Button Selected Photos

are added in Project folder.

Sometimes it happen that duplicate photo is entered in project folder on clicking

Add Button so to avoid this Photo Compare window is display that show existing

photo in project folder , Photo from source folder.

Overwrite, Add and Cancel Button.

Case 1: If existing photo and photo from source are same and filename

is also same.

1) Press Overwrite button for replacing existing photo to photo from

source.

2) Press Add Button to new entry of source photo with name like copy of

”photo name”

3) Press Cancel button for avoiding duplicate photo entry.

(Recommended)

135GISS 5.0


Case 2: If existing photo and photo from source are different with same

filename.

4) Press Overwrite button for replacing existing photo to photo from

source.

5) Press Add Button to add new entry of source photo with name like

copy of ”photo name” (Recommended)

6) Press Cancel button for avoiding duplicate photo entry.

After Completion of adding photo close this Photo Browser window.

Then in Photo show window, selected photo are display photo list.

Sometimes it is necessary to delete photo from project folder hence select photo

from photo list, on clicking on photo, small preview of photo is display, and

further click on small preview, big preview of photo is display. When you select

photo from photo list Delete Button is activated. Then Press Delete Button, on

pressing Delete Button dialog window is display for confirmation of deleting photo

press Yes button to delete photo from project folder and No for avoiding deleting

photo.

On Pressing Print Report Button Selected photo are attached to Report.



1.11.2 Survey Bill

To Name Write the name of person you want to send

the bill or when we come to survey fee bill tab

it will display automatically.

Assessed Amount Enter the assessed amount here.

Estimate Amount Enter the estimated amount here.

In Traveling details: -

Sr no. These are serial numbers which increases

automatically.

Travel from The place from where the surveyor is going to

start his journey for survey. Here you can

enter place or select from combo. Once you

entered & save the survey fee bill that place

will get added to combo box.

Travel date Select the date of survey from the surveyor is

137GISS 5.0


going to start his journey for surveyTravel to The place where the surveyor is goes for

survey. Here you can enter place or select

from combo. Once you entered & save the

survey fee bill that place will get added to

combo box.

Distance K.M. Enter the distance between place of travel

from & travel to

Mode of travel Enter the name of mode of travel by which

the surveyor traveled.

No. of visit Enter the number of visit, of surveyor for

survey

Per K.M. Enter the Amount For per kilo miter in travel

Total Amount It will automatically display by when you enter

the distance K.M., Per K.M. & No. of visit.

Person Travel Enter the names of persons traveled.

In Halting Details: -

Sr.no. These are serial numbers which increases

automatically.

Class Write the Class of rooms.

Day Enter the no. of days the surveyor Stay in

hotel.

Hours Enter the no. of hours the surveyor stay in

hotel.

Rate Applied Enter the rate Applied for per day.

Amount Enter the total amount for Halting

In other Details: -

Sr.no. These are serial numbers which increases

automatically.

Description



Amount Enter the total Amount for Other details

No. of photo Enter the no of photo used for survey

Rate per photograph Enter the rate applied for per photo. Or you

can use the default amount.

Total visit Total no of visit will display automatically

Total K.M. Total K.M. of travel will Display automatically.

Survey fee bill details: -

Professional fees Enter The professional fees of surveyors.

Travelling charges It will display when you enter travelling details.

Digital photo charges no. of INR It will display when you enter No. of photos.

Total Amount of Halting It will display when you enter Haling details.

Total Amount of Other details It will display when you enter Other details.

Note: -You can also directly fill the fields of survey fee bill details. Without filling travelling

details, Halting details & other details Tables.

Service tax on total bill If you select this option then service tax will

apply on total bill otherwise it will apply only on

professional fees.

Service Tax Enter the service tax.

- This will display amount of tax applied

Total Fees This is total of Survey fee bill details.

Paid by insurer/Paid by Insured If the bill is paid insurer then click on that

otherwise the bill paid by insured don’t click on

that.

Grand Total Grand total will calculate & display

automatically. Including service tax.

For save this Bill click on Save button.

For print this Bill click on print button

139GISS 5.0


1.11.3 Show Reminder

When you start the software GISS 5.0 , first it will get open Show Reminder window

if you are saved any reminders in Main Menu Window.

Show Reminder:-

This window will display when you start the project.

If you set the reminder for any survey report then the following details of the report are

shown in bellow list

· Report text

· Policy no

· Reminder date

· Insured name

· Insured Address

· Company Name

To check the reminder of any survey report double click on that record it will display the

Subject & Reminder at bellow.

Is Close:



If you don’t want to see any reminder in future double click on that record from

list & Click on Is Close button.

1.11.4 Print Preview

In Print Preview Tab:-

There are two Groups:

a) Print Group

b) Preview Group

a) In Print Group:-

1) Print:-

When you click on Print button, Print window will get open.

Here you can select Print Range like All or Pages.

If you want to print all pages of your document, then select All.

If you want to print particular pages, then select Pages. In pages, type the number

of page from you want to print in From & type the number of page upto you want to

print in To.

141GISS 5.0


You can type or select the number of copies you want.

If you want to print continuous pages then select Collate Pages (by default it is

selected). When you want to print more than one copies of a page then deselect the

Collate Pages.

Then click on Ok button to print your document. To cancel the Printing, click on

Cancel button.

2) Print Setup:-

When you click on Print Setup button, Print Setup window will get open. Here if you

select No Printer then printing will be cancelled.

You can select the name of printer from drop-down list.

You can select the paper size from drop-down list.

You can select the source of paper from drop-down list.

You can select orientation like Portrait or Landscape.

To get page setting, click on Ok button. If you press Cancel button, Print Setup

window will get closed.

In Network, you can print your file by accessing another printer which is present in

networking.

To change the format of a document click on Export button.

Export To Word:-

When you click on Export to Word , then Save As window will get open. Here you

have to type the file name and select the location in which you want to save the

exported file & click on Save button. If you click on Cancel button, Save As window

will get closed.

When you press Save button, exporting will be done. If you press on cancel

exporting, exporting will get cancelled.

Export To PDF:-

When you click on Export to PDF, then Save As window will get open. Here you have

to type the file name and select the location in which you want to save the exported

file & click on Save button. If you click on Cancel button, Save As window will get



closed.

When you press Save button, exporting will be done. If you press on cancel

exporting, exporting will get cancelled.

Zoom:-

To zoom the document, select zoom percentage from drop-down list. Then you will

get document in that percentage.

Also you can zoom the document by moving the StatusBar Slider.

b) In Preview Group:

First Page:

If you want to move on first page, click on First Page.

Next Page:-

If you want to move on next page, click on Next Page.

Previous Page:-

If you want to move on previous page, click on Previous Page.

Last Page:-

If you want to move on last page, click on Last Page.

Close:-

To close the print preview window click on Close button.

You can also print & close your document by selecting the options in control button.

Print Preview Format For Spot Report :-

o In Spot tab there are following type of print format:-

1. Gujrat Format

2. IRDA Standard Format

3. Classic 3

4. ICICI Format

o In Survey Bill tab there are following type of print format:-

1. Format 1

2. Format 2

143GISS 5.0


o Covering Letter

Set Default Print Button:-

If you want to set any print format as default print format then click on Set

Default Print Button.

Print Preview Format For Final Report :-

o In Final tab there are following type of print format:-

1. Gujrat Format

2. IRDA Standerd Format

3. Classic 3

4. ICICI Format

o In Billcheck tab there are following type of print format:-

1. Classic 1

2. Classic 2

o In Survey Bill tab there are following type of print format:-

3. Format 1

4. Format 2

o Covering Letter

Set Default Print Button:-

If you want to set any print format as default print format then click on Set

Default Print Button.

Index 145


Index

- A -Arrange Icon 127

Assessment 36

Attach Letter 28

- C -Cascade 127

Continuous Page 2 69, 75

- E -End Remark Tab 50

- F -Final Attach Letter 51

- I -In Assessment Tab 71, 76, 83

In Bill Check Tab 47

In Change Format Tab 65

In Continue Sheet 2 81

In Continue Tab 61

In Details Tab 64

In End Remark Tab 27

In Engineering Tab 66

In Final Tab 29

In Finding Reinspection tab 56

In Fire Tab 78

In Investigation Report Tab 62

In Miscellaneous Tab 73

In R/T/N/C Basis tab 44

In Reinspection tab 52

In Remark Tab 72, 78, 84

In Report Header & Conclusion tab 56

In Spot Damages Tab 26

In Spot Tab 20

In Theft Opinion Tab 57

In Valuation Tab 65

- T -Tile Horizontally 125

Tile Vertically 126

Endnotes: Applicable to all Versions from 5.0 onwards:



End of Document:

giss enterprise help manual version 5 · 2011. 3. 2. · welcome giss enterprise edition help...

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