Difference between revisions of "Adding time to Inception Dates"

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(Inception and Expiry Dates on Cases)
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There are certain types of Schemes, Motor is a good example, where it is necessary to show a more exact Inception Date which includes the time of day as well as the date - this is fully supported in SchemeServe.
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In some Schemes such as those applying to Motor insurance it's necessary for an exact inception date to be used that includes the Time as well as the Data. SchemeServe makes it easy for you to do this.
  
= Activating Full Date and Time Inception Dates =
 
  
To activate the extended Date and Time option go to the Admin Tab, Select the Scheme and then click on the Advanced Tab.
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== Activating Full Date and Time Inception Dates ==
  
Scroll down to Inception date tweaks and tick the box 'Include specific time with inception dates'
 
  
Save Changes
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#Log in as Administrator
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#Click the '''Schemes Icon'''
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#Click the '''Scheme Link''' to add the Time to
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#Click the '''Advanced Tab'''
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#Scroll down to Inception Date Tweaks and tick '''“Include Specific Time with Inception Dates”'''
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#Click '''Save Changes'''
  
Activating this change will extend the format of the date in your Scheme Question Set to show a default of 12am
 
  
In the Get Quote process the user can then select the time of day that cover is to commence, this would nearly always be 12am.
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This process is shown in the Video Tutorial below.
  
= Inception and Expiry Dates on Cases =
 
If a Case is created on a Scheme where the extended Date and Time format is enabled by clicking on the date boxes you can set an exact time incorporating Date/Hour/Min/Sec
 
  
SchemeServe calculates the expiry date as Inception + 1 Year (or whatever the term is in Scheme set up) - 1 second.
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Activating this change will extend the format of the date in your SchemeServe Question Set to include a '''default value of 12 a.m.'''
  
= Full Date and Time Inception Dates on Documents =
 
  
To use the full date and time formats in your documents select the dynamic fields called [InceptionDateAndTime] and [ExpiryDateAndTime]
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During the Get Quote process a Client or Agent can then choose the time of day that cover should commence – in most cases this will be 12 a.m.
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== Using Time to get Expiry Dates ==
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If a Case is created from a Scheme using the Date and Time format then the time is given using Date/Hour/Min/Sec
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The expiry date of such a scheme is calculated as:
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'''Inception Date''' plus '''The Policy Term''' minus '''1 second'''
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== Dynamic Time Fields for Document Templates ==
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If you intend to use the full date and time in your [[Editing Document Templates|document templates]], they can be called using the following dynamic fields:
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<nowiki> [InceptionDateAndTime] and [ExpiryDateAndTime] </nowiki>
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== Video Tutorial ==
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<html>
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<iframe width="640" height="360" src="http://www.youtube.com/embed/7RoBMOWPPYY" frameborder="0" allowfullscreen></iframe>
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</html>

Revision as of 07:22, 17 December 2012

In some Schemes such as those applying to Motor insurance it's necessary for an exact inception date to be used that includes the Time as well as the Data. SchemeServe makes it easy for you to do this.


Activating Full Date and Time Inception Dates

  1. Log in as Administrator
  2. Click the Schemes Icon
  3. Click the Scheme Link to add the Time to
  4. Click the Advanced Tab
  5. Scroll down to Inception Date Tweaks and tick “Include Specific Time with Inception Dates”
  6. Click Save Changes


This process is shown in the Video Tutorial below.


Activating this change will extend the format of the date in your SchemeServe Question Set to include a default value of 12 a.m.


During the Get Quote process a Client or Agent can then choose the time of day that cover should commence – in most cases this will be 12 a.m.


Using Time to get Expiry Dates

If a Case is created from a Scheme using the Date and Time format then the time is given using Date/Hour/Min/Sec


The expiry date of such a scheme is calculated as:

Inception Date plus The Policy Term minus 1 second


Dynamic Time Fields for Document Templates

If you intend to use the full date and time in your document templates, they can be called using the following dynamic fields:

[InceptionDateAndTime] and [ExpiryDateAndTime]


Video Tutorial