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Activities Screen

The Activity screen displays a list of activities along with the associated data and allows the user to process and manage activities. There are three screens where activities are processed: Policy screen, Client screen and Plan screen. When one of the three screens is open, an Activity link appears on the Left Navigation menu.

Policy activities can be accessed by clicking the Activities link on the Policy screen. Client activities can be accessed by clicking the Activities link on the Client screen. Plan activities can be accessed by opening the Plan screen from the Plan menu.

Activities can be filtered on the Activity screen by selecting an activity status filter option. Activities will only display if their activity status filter is checked. The system default is to show all document and financial activities. If an activity is a shadow, reversal, or future activity it will not display unless the filter is checked to show these items. An explanation of filter options is given below.

Shadows: This filter will only display activities that have been removed from the Activity screen.
Reversals: This filter will only display activities that have been reversed.
Futures: This filter will only display activities that are set to process on a future date.
Documents: This filter will only display activities that are defined as documents, such as a confirmation letter, an annual statement. or a lapse letter. This is a default option.
Financials: This filter will only display activities that are defined as financial. This is a default option.

Activities are processed either manually using the action buttons process buttons to the right of an activity to the right of the activity or automatically using the Auto-Process checkbox. If that box is checked, then the system will attempt to process all pending activities up to the current date, or activities that will be updated due to a change in a dependent activity.

Activity screen with activity options highlighted

Sections of the Activity Screen

View the details of an activity by clicking the Activity Detail icon to the left of the activity. A window will open with links to all details that apply to that activity.

When the Activity Detail window opens, click a link along the top of the window to see the details for that particular activity. There will be links for details such as Spawns, Accounting, Valuation, Disbursement, Suspense, Allocations, Math and Entry Fields.

activity details shown when activity detail icon is selected on the Activity screen

Links Along the Top of the Activity Detail Window

The image below shows the detail that appears in the Activity Detail window when the Spawn link is clicked.

Spawn activity details

Spawn Details