Agency Integrator Command Center Module admin
Overview
The Command Center Administration gives administrators the ability to create custom Filters to organize workflow around the responsibilities of the users. Command Center Administration allows you to do the following:
- Create custom Filters to streamline case management
- Assign Filters to your Users individually, or to all Users in certain Organizations
Access Command Center Administration
1. Click the Administration link on the top navigation bar.
2. Click System from the sub-menu and select Command Center.
The Command Center Filter Administration screen displays.
Add a Filter
1. Click the Add Filter button.
The Command Center Filter Detail screen displays.
2. Enter a Filter Name.
After naming your filter, you can navigate through the Filter Criteria Tabs in any order desired. You do not need to visit every tab or fill out a value for every tab.
Filter Criteria Tabs
The following Tabs are available, with various system fields located in each topical tab:
- Applications
- Premiums
- Dates
- Organizations
- Case Managers
- Product Types
- Codes
- Hierarchies
Applications Tab
The following selection options are available on the Applications Tab.
Premiums Tab
The following selection options are available on the Premiums Tab.
The Premiums tab allows you to filter cases by specific Premium values and/or Face Amounts. If you do not care which premiums and/or face amount are entered do not select any option.
Dates Tab
The following selections are available on the Dates tab.
The Dates tab relates to a specific day or range of days. For example, if you want to see all Applications entered within the last seven days, including today, enter 0 To 7 days ago for the Application Entered option. If you want to see Applications entered last week, enter 8 To 14 days. If you want to see Applications entered today only you would enter 0 to 0. The Dates field will always represent days ago, never days forward. The different options for Dates are listed below.
Organizations Tab
The following selections are available on the Organizations tab:
To select a specific organization, check the box next to the organization(s) name. The Include All check box will return cases in all Organizations. Only specify organization(s) if they are applicable in your Filter to narrow down your results.
Case Managers Tab
The following options are available on the Case Managers criteria tab:
If you want this Filter to show all Case Managers’ cases, check the Include All box and move on to another tab. No other criteria on this tab will be applicable.
Product Types Tab
The following options are available on the Product Types criteria tab:
Codes Tab
The following options are available on the Codes criteria tab:
Hierarchies Tab
The following options are available on the Hierarchies criteria tab:
The system will automatically assume that you want to include cases attached to any Hierarchy in your Filter, and will check the Include All box by default. If you want to only see cases with a certain Hierarchy, you can uncheck the box, and your options will become available.
1. Check the box next to each Hierarchy or Hierarchies that you’d like to include in this Filter.
Assign a Filter
After you have completed selecting your criteria for your Filter(s), you will need to Assign the filter to Users, which will make the Filter accessible in each User’s Filter lists. Below are the two ways to assign Filters.
1. Click Filter Assignment.
The Command Center Filter Assignment screen displays:
2. Select the Assign By field. There are two options for assigning your Filters. Each are described in more detail below.
- Assign by Organization
- Assign by User
Assign a Filter by Organization
The Assign By Organization method will assign the Filter to every User that belongs to Organizations you select.
1. To assign the Organization(s), simply check the box next to the organization(s).
2. Click OK to save your changes.
Assign a Filter by User
The Assign By User method allows you to assign a Filter to any User(s) in any Organization.
1. To assign the User(s), simply check the box next to the User(s).
2. Click OK to save your changes.
Your Filters have now been assigned and can be viewed on the applicable Users’ Filter list in the Command Center.