Difference between revisions of "Searching for existing Cases"

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When you are dealing with large numbers of policies, it is vital to be able to find a single policy quickly.
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== Searching for existing Cases in SchemeServe ==
SchemeServe provides extremely powerful searching capabilities in all areas of the application.
 
  
To search for a Policy, click on the Policies Tab. You then have 3 choices.
 
  
If the Policy is a new policy, it will appear in the list of New Policies. Click on the View button to view details of the policy.
 
If the Policy is not new, you'll need to find it using another method.
 
  
If you know the Policy Number, you can enter it in the Jump to Policy box and press the search button. If the policy is found, you'll be taken right to it.
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== Introduction ==
  
The 3rd and most powerful method for finding policies is via the search box. Enter any combination of Status, Broker, Client, Insurer to retrieve the matching policies. You can even filter this list by Inception or Expiry date ranges if you so desire.
 
  
Once you've found your policy you're ready to administer it.
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You may find that you are dealing with a large volume of cases. In that instance it is imperative to be able to find an individual case quickly and simply.
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SchemeServe offers a powerful search utility that enables you to quickly locate specific cases.
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You will need to be logged into SchemeServe to use this facility.
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== How to Search for a Case ==
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=== Option 1 – New Cases ===
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#Click the '''Cases Tab'''
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#New cases appear in the list of new cases on the screen. Click on the '''View Button''' to view the case you require.
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=== Option 2 – Jump to Record ===
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#Click on the '''Cases Tab'''
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#Click into the '''Jump to Record Field'''
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#Enter either the [[Jumping straight to a specific Case|full case number or the SchemeServe generated individual case number]]
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#Click on the '''View Button''' to view the case
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=== Option 3 – Using Filters ===
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#Click the '''Cases Tab'''
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#Use the fields to search for the case
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#Click on the '''Change? Link''' to filter by date range
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#Click on the '''View Button''' by the case to view it
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== Video Tutorial ==
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<html>
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<iframe width="640" height="360" src="https://www.youtube.com/embed/z1wakkW_fEw" frameborder="0" allowfullscreen></iframe>
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</html>
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== See Also ==
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[[Creating a Case]]
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[[Jumping straight to a specific Case]]
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[[Case Statuses]]
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[[Renewing Cases]]
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[[Adjusting Cases]]
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[[Cancelling Cases]]
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[[Adding Endorsements to Cases]]
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[[Generating new Case Documentation]]
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[[Uploading existing Case Documentation/Files]]
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[[Making Notes]]
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[[Switching Agent for an existing Case]]

Latest revision as of 12:39, 1 February 2017

Searching for existing Cases in SchemeServe

Introduction

You may find that you are dealing with a large volume of cases. In that instance it is imperative to be able to find an individual case quickly and simply.

SchemeServe offers a powerful search utility that enables you to quickly locate specific cases.

You will need to be logged into SchemeServe to use this facility.


How to Search for a Case

Option 1 – New Cases

  1. Click the Cases Tab
  2. New cases appear in the list of new cases on the screen. Click on the View Button to view the case you require.


Option 2 – Jump to Record

  1. Click on the Cases Tab
  2. Click into the Jump to Record Field
  3. Enter either the full case number or the SchemeServe generated individual case number
  4. Click on the View Button to view the case


Option 3 – Using Filters

  1. Click the Cases Tab
  2. Use the fields to search for the case
  3. Click on the Change? Link to filter by date range
  4. Click on the View Button by the case to view it


Video Tutorial


See Also

Creating a Case

Jumping straight to a specific Case

Case Statuses

Renewing Cases

Adjusting Cases

Cancelling Cases

Adding Endorsements to Cases

Generating new Case Documentation

Uploading existing Case Documentation/Files

Making Notes

Switching Agent for an existing Case