The Home page is the first page opened when you log into the system, and can be accessed directly by selecting Home in the main menu.
The content of the home page can be customized in your profile settings, where you can choose which of the available features are displayed. See the Profile section for more information.
If active, the Welcome Text is displayed. This may be the default content, or may be a custom message or instructions related to the portal and products.
If active, the Submission/Policy List displays all available submissions and policies.
Additional detail columns can be added to the grid, see the section on Configuring Grids for instructions on adding columns.
Click a link in the Term ID / Policy No. column to view an existing submission or policy, or click Create to begin the process of creating a new submission.
If active, the Notes & Follow Ups grid displays any notes that are due for follow up. By default, only notes with scheduled follow ups that are due or past-due are displayed. Clearing the filters displays all available notes.
Additional detail columns can be added to the grid, see the section on Configuring Grids for instructions on adding columns.
Click a link in the Transaction ID column to view the submission or policy linked to the note.
Click a link in the Created On column to view a note.