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Find FamilyAccess to the Pre-conditions Need to enquire on, or edit a family and/or insurees, policies and contributions associated. Navigation Find Family can be found under the main menu |
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Clicking on the sub menu |
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The Find Family Page is the first step in the process of finding of a family and thereafter accessing the Family Overview Page of insurees, policies and contributions. This initial page can be used to search for specific families or groups based on specific criteria. The page is divided into two panels (Img. 124):
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Family/Group OverviewAccess to the Family Overview Page is restricted to users with the system role of Accountant or Clerk or with a role including an access to Insurees and Families. Pre-conditions Need to enquire on, or edit a family/group or manage the insurees, policies and contributions associated with it. Navigation Family Overview Page cannot be navigated directly to; the first step is to find the family/group by means of using Find Family Page, Find Insuree Page, Find Policy Page or Find Contribution Page. Once a specific family, insuree, policy or contribution is selected by means of selecting the hyperlink in the Result Panel of the respective Find Page, the user is re-directed to the Family Overview Page. Family Overview Page |
Img. 127 Image - Family Overview Page
The
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Family/Group PageThe Family/Group Page is made of two major section: one for the family/group data itslef, on the the family/group head insuree. |
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Adding a FamilyA new family can be added using the When the page opens all entry fields are empty. See the Family/Group |
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Pagefor information on the data entry and mandatory fields. Editing a Family/GroupTo edit a Family/Group, double click on the corresponding Changing a Head of Family/GroupThe head of the Family/Group is the main contact associated with a policy. For various reasons it may be necessary to change the head of a family/group. You can change the Family/Group head from the Family Overview Page, in the family insurees section: |
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Moving an InsureeInsurees may be moved from one family/group into the edited family. The new insuree must not be a head of family/group in another family/group. Use the |
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A Insuree Search dialog (automatically filtering on non-head insuree) allows the user to find the insuree |
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When selecting an Insuree, the user has two options:
Deleting a Family/GroupTo delete a Family/Group, click Before deleting a confirmation popup is displayed, which requires the user to confirm if the action should really be carried out. The confirmation dialog gives two options:
When a family is deleted, all records retaining to the deleted family will still be available by selecting historical records. |
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