Clients

Entering clients into OIPA is the first major step in building a policy. Clients are individuals or entities that are associated with a policy. Once an individual or entity, such as a company, is entered into OIPA as a client, that client can then be assigned specific roles on policies. After creating a new client, enter the Client Detail and all the applicable Addresses.

Important

Client Detail must be entered prior to entering address information.

Steps to Create a New Client

1. From the Central Add drop down, select Client. The Clientscreen will appear with Client detail fields and History Tab.

2. Select the type of client from the Type drop down box. The Client screen will change depending on the type of client entered. Only the fields that pertain to that specific client type will display.

3. Enter the required Client Detail information. If required information is left blank, then an error message will appear.

4. Click Save when finished.

Important

Once a client is created, that client cannot be deleted.

Client History

Each time a change is made to a client record the system writes a history file that tracks that change. The History tab allows the user to view a list of all changes made to a client record. Open a client record and click the History link on the Left Navigation menu. Each record will show the following details:

• log-in ID of the person making the change

• the type of change that was made

• the type of record that was updated

• a date and time stamp