Shipment General Settings - Routes

In This Topic...

Routes are one of the five policy rating dimensions used to determine the applicable policy rate record.

Adding a Route to the Policy

Why would I add a route to the policy?

It is required in order to confirm the policy if you answered Yes to the following Definition question: 'Are assureds reporting shipment activity?', and if you are working with a rated policy, at least one route must be defined in order to generate a rate schedule.

Before Getting Started

  • You access an existing policy in the system.
  • You are assigned the Edit Policy security right.
  • The policy has a saved Definition and you checked the boxes for: 'Are assureds reporting shipment activity?'.
  • The policy’s owner company has access to at least one policy route (configured in the Administration section).
  • Verify the policy’s status is Incomplete so you can make changes. If the policy’s status is Confirmed, navigate to Review / Confirmation and click Suspend Policy Activity.

Steps

  1. Navigate to Configuration, then Shipment, and click Routes.

  2. In the Route Selection panel, select routes from the available list on the left.

  3. Ensure the sequence of the included policy routes is correct.
  4. Click Save.

Result

The system saves your changes, notifies you the policy has been updated, and displays the routes you selected in a list in the Applicable Routes panel ordered by sequence.

Removing a Route from the Policy

Why would I remove a route from the policy?

The wrong route was mistakenly added to the policy or is no longer covered by the policy.

Before Getting Started

  • You access an existing policy in the system.
  • You are assigned the Edit Policy security right.
  • The policy has a saved Definition and you checked the boxes for: 'Are assureds reporting shipment activity?'.
  • There is at least one applicable policy route saved with the policy.
  • Verify the policy’s status is Incomplete so you can make changes. If the policy’s status is Confirmed, navigate to Review / Confirmation and click Suspend Policy Activity.

Steps

  1. Navigate to Configuration, then Shipment, and click Routes.

  2. In the Route Selection panel, select routes from the available list on the left.

  3. Click Save.

Result

The system removes the selected routes and notifies you the policy has been updated.

Viewing the Selected Countries of a Route

Why would I need to view the countries of Route?

To view the countries applicable to a Shipping Route without having to navigate away from the policy screen or unconfirming the policy.

Before Getting Started

  • You access an existing policy in the system.
  • You are assigned the Edit Policy security right.
  • The policy has a saved Definition and you checked the boxes for: 'Are assureds reporting shipment activity?'.
  • There is at least one applicable policy route saved with the policy.

Steps

  1. Navigate to Configuration, then Shipment, and click Routes.

  2. Click the View Details link of the Shipping Route. The Shipping Route details modal opens.

  3. The modal displays the countries selected for the route. Users can use the left and right arrows to navigate between shipping routes without leaving the modal.

  4. Click Close to close the modal and return to the Shipping Routes list.