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Add Activities

When a policy is first created it remains in pending status until the preliminary activities have been processed.

Before processing the preliminary activities at least one Segment must be assigned to the policy and a Suspense Record must be created.

Steps to Add an Activity

Search for the policy.
Select Activities from the Left Navigation menu.
Select Add Activity from the Secondary menu. An activity window will open.
Select the activity from the drop down list.
Enter the activity details.
Select OK. The activity list will display on the Activity screen and the new activity will appear at the top of the list.
Select the lightning bolt next to the activity to process it. If the activity processes successfully then the lightning bolt icon will disappear and the activity will be listed in normal black font.

Note: If the activity fails to process then a warning icon will appear to the right of the activity. Click the warning icon for an explanation of the failure.

Activity window with new activity selected and OK button highlighted

Add Activity Window

Steps to Recycle or Redo an Activity

Select the Recycle button next to the activity that needs to be recycled.
Re-enter any necessary activity information and click OK. Two activities are created in Pending status: a reversal activity and a new activity. Here is the order of activities in the recycle process:
- Top activity: The new activity that will replace the original is the top activity and it is in Pending status.
- Middle activity: The original activity is in the middle in Active status.
- Bottom activity: The activity that will reverse the original is the third activity and it is in Pending Reversal status. The reversal activity should have a green arrow icon next to it.

Deleted activity with two activites that replace it.

Activity and Reversal Activity

Select the lightning bolt icon next to the top recycle activity. Once it processes, the old activity (the one in the middle) and the reversal activity (the bottom activity) will disappear from the Activity screen. The original activity and the reversal activity can be seen if the shadowed and reversals filters are checked on the Activity screen.
Select the lightning bolt icon next to the activity that will replace the original. It will move from pending to active status.

Note: If an activity is recycled that spawned other activities then those activities will be recycled as well.