Tasks by Policy

Report Name: Tasks by Policy

.RDL File Name: Policy_TasksbyPolicy.rdl

Functional Area: Underwriting and Policy Processing Personnel

Contents: The following information is listed on the report:

• Policy Number
• Date Added
• Date Due
• Date Completed
• Created By
• Deleted By
• Assigned To
• Policyholder
• Type
• Remarks

This allows users to view all tasks / diaries that are associated with a specific policy. It is only available when a policy is opened. In order to use this report, your company must add a Configurable Authority to the reports through the Company Configurable Reports Setup. Any user having these authorities will now see the report when they select the On Line Report button on a policy.

Who Uses Report: This can be used by underwriting / policy processing personnel to view all completed (deleted) tasks / diaries.

When to Run Report: Can be run at any time.