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Plan Level Activities

Activities can be processed at the plan level. These activities will process on all policies related to that plan if the policy meets the defined criteria. Only users with the proper security privileges will have access to the Plan Main Menu, which opens the Plan screen. Plan level activities are added and processed on the Plan screen.   

 

Steps to Process Plan Activities

  1. Click Plan on the Main menu. The Plan screen will open. 

  2. Select the Company Name and Plan the activity should process against.

  3. Click Add Activity at the top of the Plan screen.

  4. Select the activity from the drop down list.

  5. Enter the activity details.

  6. Click OK. The activity will be added to the Plan screen.

  7. Click the lightning bolt icon to process the activity.

 

Plan level activity

Plan Screen with Plan Level Activity

 

 

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