Once your company's name / address criteria has been entered and saved, the Organization tab becomes active which allows you to continue entering company specific criteria.
It contains four (4) sections:
Branches is used for adding individual branches within your company, such as the home office, field offices, etc.
Click Add.
When the Add Branch screen displays, enter the name of the branch (e.g., Home Office, Eastern Regional Office, Central Regional Office etc.).
Select Save. The Organization tab returns with the branch added in the Branch section of the screen. Repeat this procedure for all branches in your company.
If, for example, you have incorrectly spelled the name of the branch:
Highlight the branch and click Edit, or highlight and double click the branch to return the Edit Branch screen.
Make any changes necessary to the name of the branch.
Select Save. The Organization tab returns with the branch amended in the Branch section of the screen.
To remove a branch entirely:
Highlight the branch and click Delete.
Respond Yes to the confirmation screen: "Delete selected branch?"
The branch is removed from the Branch section of the screen.
Next, within your company add departments such as underwriting, claims, etc.
Click Add.
When the Add Department screen displays, enter the name of the department.
Select Save. The Organization tab returns with the department displayed in the Department section of the screen. Repeat this procedure for all departments in your company.
To edit a department:
Highlight the department and click Edit, or highlight and double click the department to return the Edit Department screen.
Make any changes necessary to the name of the department.
Select Save. The Organization tab returns with the department changed in the Department section of the screen.
To delete a department:
Highlight the department and click Delete.
Respond Yes to the confirmation question: "Delete selected department?"
The department is deleted from the Department section of the screen.
User types are defined for various groups of "like" or similar users, such as headquarter users, agency users, accounting managers or users, underwriting managers or users, etc. Once established, user types are then assigned corresponding user type authorities.
Click Add.
When the Add User Type screen displays, enter the name of the user type.
Show Private Checkbox on Notes: This allows your company to default Notes to "Private" by user type and suppress the Private Notes check box on a Note based on a user's authority. Please see User Type Notes for more detailed information.
Select Save. The Organization tab returns with the user type displayed in the User Types section of the screen. Repeat this procedure for all user types in your company.
To edit a user type:
Highlight the user type and click Edit, or highlight and double click the user type to return the Edit User Type screen.
Make any changes necessary to the name of the user type.
Select Save. The Organization tab returns with the user type changed in the User Types section of the screen.
To delete a user type:
Highlight the user type and click Delete.
Respond Yes to the confirmation question: "Delete selected user type?"
The user type is deleted from the User Types section of the screen.
User type authorities are established in the Diamond Base System; these are pre-determined attributes requiring no input by the user. By this, we mean that components within Diamond, such as Billing or Claims, automatically have sub-components, such as entering cash receipts / adjustments, coverages / transactions assigned to them. Once user types are set up, the next thing to do is enter the corresponding user type authority for each.
In this example, we will add the user type "Accounting Manager" and set the default user type authority "Billing."
To add a user type authority:
In the User Types section of the screen, highlight the user type (Accounting Manager) the default user type authorities will be assigned to.
Next, in the User Type (Default for Users) list view, highlight the Diamond component you wish to set the default user type authority for. In this example, Billing is used.
Once the Authority Group is highlighted, all authorities are listed to the right of the Authority Group.
To add an authority, place the cursor in the box opposite the authority's name and click once. This places a check mark in the box indicating a user has this authority.
If you wish to add all of the available authority sub-components, click the ALL button. If an amount is required for a specific authority, Diamond returns an Add Authority Amount screen. The screen's caption tells you what type of authority this amount is being added for (e.g., Generate Refund Check, Expense Payments, etc.) Enter a dollar amount and click Save.
To remove an authority, simply select the box opposite the authority the user cannot have, and click once.
If you wish to remove all of the available authority sub-components, click the None button. All authorities have their check marks removed. The user will have no authority in the selected areas.
Let's say, you have one or two authorities you do not want a user to have, but they may have the rest of the authorities listed. Place a check mark in the boxes they will not have authority for. Click Invert. The system places check marks in all the remaining boxes, and removes the check marks from the existing boxes, indicating those authorities are not granted.
Likewise, if you have all of the authorities with check marks except for one or two and you select Invert, the system removes all the check marks from the existing authorities and places check marks in the fields previously unselected.