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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

Activity Status

The Activity Status column lists the status of each activity. If the system is configured with Activity Shading enabled, it will display the activity status in color, like the activity list below. For more details on activity statuses, see Activity Statuses.

Activities with activity shading configured.

Activities with Activity Shading Enabled

Activity Status Colors with Activity Shading Enabled

Black — Active
Blue — Active (Backdated activity)
Green — Pending, Requirement Pending, Queued, NUV Pending, Gain/Loss Pending
Red — (With Error) Pending, Requirement Pending, Queued, NUV Pending, Gain/Loss Pending
Gray — Shadow, Pending Shadow, Active (Backward processing)
Purple — Asynchronous Processing Wait, Asynchronous Processing Stop

Nonreversible Activities

Some activities are configured to prevent a user from reversing or recycling it once it is processed. These nonreversible activities will not have a delete or recycle icon. They are also not affected by other activities that are reversed or recycled around them. A special Delete checkbox is available in the options at the top of the Activity screen. If a user has the proper security privileges, then this box can be checked to grant the user the ability to delete a nonreversible activity or spawn.

Activity Details

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. If an activity is still in pending status, the details can be edited before the activity is processed.