Dmitri Suite
Getting Started Logging In and Logging Out Logging In Use the following steps to log in to the Dmitri application. Steps: 1. Log in to the Dmitri application through the following website URL, as appropriate: For Element 47 (E47 ): https://e47.dmitrisuite.com/ For Element 26 (E26 ): https://e26.dmitrisuite.com/ 2. When you reach the following DMITRI application log in screen, enter your Login ID and Password. Note: If you did not install the Adobe Flash Player during the system installation process, you will not reach a Login prompt. Instead, a popup window will appear requesting that you install Flash. Once you have installed Flash, you can try logging in again. Click the Login button. Note: Once you are logged in, if the system determines that you have not interacted with the application for 30 minutes, it will log you out and you must log back in. A popup window will appear for you to reenter just your Password. Risk Sciences Group - 2 -
After logging in, you will reach your designated Home Page, such as the following: Figure 1 Example of Dmitri Application Home Page Risk Sciences Group - 3 -
Logging Out It is easy to log out of the Dmitri application. Click the Logout button located on the right side of the application header. Logging out of the application will take you back to your point of entry the Login screen. Login Screen - Global Broadcast Messages Area On the Login screen, there is an area at the bottom that can display global broadcast messages. Authorized RSG administrators have the ability to configure these broadcast messages and alert users of downtime for maintenance, system outages, and other important messages. Message expiration dates can be set as well as the order of the messages.. Figure 2 Global Broadcast Message Area of Login Screen Risk Sciences Group - 4 -
Overview of the Home Page and User Interface The Dmitri application includes a Home Page that is the starting point from which you can launch the application functions. Looking at the Home Page, notice that the user interface of this application is laid out in three major areas (1) the Global Application Header, (2) the Global Shortcut Pane and (3) the Page/Sections/ Widgets area. (1) (2) (3) Figure 3 Layout of User Interface Risk Sciences Group - 5 -
(1) Global Application Header The Global Application Header appears along the top of the page spanning the entire width of the page and is visible at all times. It includes the product name and logo, major tabs (called MegaTabs ), and global links (Home, Help and Logout). Figure 4 Example of Application Header (2) Global Shortcut Pane The Global Shortcut Pane (navigation pane) appears on the left side of each Page in the application and is a quick way to access records and reports as well as search through the system. Each section has Expand/Collapse control arrows allowing you to control what you see on the screen. Section Description Search Add New Favorites History The Search component allows you to build simple Search Criteria to filter data and display the results in a grid. You can use this Search capability as a quick way to access Modules instead of using the MegaTabs and drilling down via the links. The Add New component allows you to quickly add new Records, such as new Claims, Policies, Incidents, Locations, etc. Favorites allows you to quickly access, edit or delete links that you have designated as favorites. Favorites are organized in folders so you can easily find commonly used searches, records and reports. History allows you to view Pages that you have accessed within various time frames. These appear in expandable/collapsible folders of time: Today shows all Pages accessed on this day, including ones currently open or loaded. Last Login Day shows all Pages accessed the previous day, or when the user last logged on. Last 50 shows up to the last 50 pages, which is the default limit. The History function allows you to multitask yet have a history of what you have been working on. Figure 5 Global Shortcut Pane Risk Sciences Group - 6 -
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(3) Page/Sections/Widgets Area The "Page/Sections/Widgets area appears in the remaining part of the Page. Each Page will contain one or more Sections. Each Section can contain an unlimited number of Widgets. A Widget is basically a grouping of related information, and can be presented in several formats, such as Grids, Forms, Charts or Reports. Each Widget, which consists of one or more individual Fields or pieces of data, can have permissions associated to it in order to limit who can view and/or edit the Widget or its contents. Widgets allow you to drill down further for more detailed information and present this data in a number of ways. Figure 6 Page/Sections/Widgets Area Figure 6 Risk Sciences Group - 8 -
Navigating the Global Shortcut Pane Using the Global Shortcut Pane Search Function The Search function allows you to quickly locate information by specifying simple criteria on which to search. Figure 7 Example of Shortcut Pane Search Function Use the following steps to quickly search for information. Steps: 1. Use the Search dropdown box to select the type of Search to perform, such as searching for a Claim. The type of search will populate into the following fields. Risk Sciences Group - 9 -
2. Use the picklist to select the desired field to search on. a. Click the arrow to display a list of available fields. b. Select the desired field to search on. (Select only one, since this is a single select picklist.) In this example, select Claimant Name. Note: Values that appear to you for selection may vary based on the type of information for which you are searching. Risk Sciences Group - 10 -
c. Once you select the desired field, it will populate into the Search field as shown below. 3. Use the next dropdown box to specify the desired Operator for this criteria. Use the dropdown scroll bar to see the selections. Risk Sciences Group - 11 -
A list of Operators is shown in the table below. The available Operators are filtered to show only those valid for the datatype associated with the field you select. Operator Exactly Matches Is not Is Among Is Not Among Contains Does Not Contain Begins With Ends With Greater Than Greater Than or Equal To Less Than Less Than or Equal To Format String;Number;Date String;Number;Date String;Number String;Number String String String String Number;Date Number;Date Number;Date Number;Date In this example, for Claimant Name, select Contains. 4. Use the blank data entry field at the bottom of this area to enter a search Value. In this example, you might search for the name Johnson. Risk Sciences Group 12
5. Click on the Search button to display the Search Page. The Search executes based on the criteria you specified. Following is an example of the search results that might display to you (in grid format) based on the simple search criteria you entered. You can select any one of the Claims shown by clicking the desired link in the Claim Key column. Risk Sciences Group 13
Using the Global Shortcut Pane to Add a New Record The Add New function allows you to add a new Record, such as a new Claim, Location, Policy, Company or Contact to the application database. Use the following basic steps to add a new Record. Steps: 1. From the Add New dropdown box, select the type of Record you are adding, such as a new Location. The name of the Record you selected will populate into the following area. 2. Click the Create button. An Entry page for that Record will appear so you can add the Record. Risk Sciences Group 14
3. Enter the appropriate Values into the fields of the Record. Note: A red asterisk denotes a required field. You will not be able to save the new Record until data is entered into this field. 4. Click the Save button. The information you entered is sent to the server, which evaluates the values and determines if they satisfy the business rules set up for that Record. If the rules are satisfied, the Record is saved and you are returned to your previous page. If the rules are not satisfied, the application displays a popup window with text describing the data entry error(s) and highlights any invalid value(s) in red. Managing Favorites The Favorites function allows you to quickly designate a Page as a Favorite so you can access it at any time. Once you have designated a Page as a Favorite, you can quickly access, edit or delete the Page from your Favorites List. Adding a Favorite to Your Favorites List If the Page is not currently listed in the Global Shortcut Pane Favorites List, then the Star icon that displays in the Page/Section toolbar will appear as an outline instead of solid (filled in). To designate the Page as a Favorite: Click the Star icon in the Page/Section toolbar. The system will add the Page to your List of Favorites in the Global Shortcut Pane and change the Star icon in the toolbar from outline to solid. Accessing Favorites Once you have designated a Page as a Favorite, you can quickly access, edit or delete the Page from your Favorites List. Use the following steps to access your Favorite links. Risk Sciences Group 15
Steps: 1. From the Favorites dropdown box, select the desired Module or leave the default (All). The folders that display will depend on the Module you select. For example, assume you did not select a specific Module, but left the default of All. Note: If you see the message No Favorites, then you have not yet designated any Favorites for that Module. 2. If there are Favorites listed for the Module you select, hover over the desired Favorite until it is highlighted. Then click it. You will be brought to the Page to which the Favorite is pointing. Note: A meaningful label is provided to a user who hovers over a record saved in the Favorites list. The user can easily see details of the record, as shown below. Risk Sciences Group 16
Editing the Label for a Favorite Link Steps: 1. Hover over the link. 2. Click the Pencil icon (When you hover over this icon, the word Edit will display.) 3. When the current label is highlighted, as shown below, you can edit the label. You can also edit the label for a Favorite link. 4. When you are finished, click the Save icon to confirm the changes. (The icon will change back into the Pencil icon.) Deleting a Favorite You can delete a favorite directly from your Favorites list. Steps: 1. Hover over the link you want to delete. 2. Click on the trashcan (delete) icon to delete the Favorite from your list. (When you hover over this icon, the word Delete will display.) Risk Sciences Group 17
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Using the History Function The History function allows you to quickly return to Pages that you have viewed within various time frames. These appear in expandable/collapsible folders of time. Steps: 1. From the History dropdown box, select the desired Module, such as Claims. 2. Click on the expand/collapse icon of the desired timeframe, such as Today. 3. Select the desired Page that you want to display, by clicking on the appropriate link. Risk Sciences Group 19
Using the History Function to Quickly Find Open Pages There is another use of the History function that will enable you to quickly access Pages that are currently open. The Today section in History will show all Pages you currently have open (identified by a unique icon) as well as any other Pages that you opened today. Steps for Example: 1. Perform a search on Claims. The application will display the results in a results grid. 2. Click a link in a row of the grid to display details for that row. 3. Without closing the Page you are currently viewing, click the link for the Claim Search Page under History Today. You will be returned to that Page without having to re-execute the Search function. MegaTabs and Modules The Dmitri application includes a MegaTab Bar," which is the main menu bar. It contains major tabs allowing users to easily access areas where they may want to view claims related data, perform risk management analysis, or customize the application. The MegaTab bar appears in the application header area, horizontally below the logo area, as shown below. Figure 8 Example of MegaTab Bar in Application Header Risk Sciences Group 20
Because the Dmitri application is dynamic, the MegaTabs, Modules, buttons and icons that appear and the associated links available on each page will depend on what users are permitted to access or what functions they can perform. System administrators can work with management to set up permissions authorizing appropriate access. Each MegaTab drops down to one or more Modules. Each Module contains interactive links that you can click to reach additional functions or data. Note: In order to prevent a user from opening a MegaTab dropdown accidentally, the user must click on a MegaTab, rather than simply hovering over it. As shown below, hovering over a MegaTab will underline the label for that MegaTab, but not open its dropdown. MegaTab Dashboard Module Links Reports Module Links Note: Because the Dmitri application is dynamic, the MegaTabs, Modules, buttons and icons that appear and the associated links available on each page will depend on what you are permitted to access or what functions you can perform. Your system administrator can work with you to set up permissions authorizing your access. MegaTabs Following is a description of the Modules and links that are currently included under each standard MegaTab. MegaTab Dashboard and Reports Claims Description Most users will have access to the Dashboard and Reports tab that includes the following Modules and links: Dashboard Module Display Dashboard Reports Module Oracle Discoverer Generally, users will have access to the Claims tab that includes the following Module and links: Risk Sciences Group 21
MegaTab Description Claims Module Search for Claims Locs The Locations tab includes the following Module and links: (Locations) Locations Module Search for Location Add New Location Policies The Policies tab includes the following Module and links: Policies Module Search for Policies Add New Policies Financials The Financials tab includes the following Module and links: Posted Financials Module Search for Net Change Financial Summary Search for Net Change Financial Details Search for Cumulative Financial Values Contacts The Contacts tab includes the following Modules and links: Companies Module Search for Companies Contacts Module Search for Contacts Search for Contact Associations Notes and Diaries The Notes and Diaries tab includes the following Modules and links: Notes Module Search for Notes Diaries Module Search for Diaries Email The Email tab includes the following Modules and links: Email Module Manage Address Book Figure 9 List of MegaTabs, Modules and Links in Current Release Dashboard and Reports MegaTab There are two Modules currently available under this tab Dashboard and Reports. Risk Sciences Group 22
Dashboard Module Currently, the only link available in this module is Display Dashboard. Display Dashboard This link takes you to a Page such as the following where you will be able to see a high level summarized view of data in your system, across Modules. You can customize your Dashboards as desired. For example, if you want to see your top 10 largest claims or the 10 most recent claims in your database, then you can do so from your Dashboard. A series of charts can display from which you can drill down to reach further details. For example, you can drill down in a Bar chart or Pie chart on your Dashboard and bring up further details. Hovering over specific areas on the charts and clicking them allows you to continue to drill down from screen to screen to reach the information desired. You can also save your drilldown searches to History and easily get to a claim. Figure 10 Example Dashboard Page Risk Sciences Group 23
Reports Module The following link is available in the Reports Module. Oracle Discoverer You can click this link to launch Oracle Discoverer Plus (Web OD), which launches an ad hoc reporting tool in a new browser window. Claims MegaTab There is one Module currently available under the Claims MegaTab the Claims Module. Claims Module A Claim is basically an action to obtain money, property, or the enforcement of a right against another party. For our purposes in this application, we will generally focus on those Claims that have incurred money or have the strong potential of incurred money. The following link is available to you in the Claims Module: Search for Claims Much of our class time is going to be spent in the Claims module. We will come back to it later. Risk Sciences Group 24
Locations MegaTab There is one Module currently available under the Locations MegaTab the Locations Module. A Location is part of a client s organizational hierarchy or structure to which Claims, Incidents and Occurrences are coded. Locations Module The following links are available to you in the Locations Module: Search for Locations Add New Location. Policies MegaTab There is one Module currently available under the Policies MegaTab the Policies Module. A Policy is used for tracking the level of coverage and limits. Each Claim must be assigned to a Policy. Policies Module The following links are available to you in the Policies Module: Search for Policies Add New Policy Risk Sciences Group 25
Financials MegaTab There is one Module currently available under the Financials MegaTab the Posted Financials Module. A Posted Payment is a handwritten preapproved payment, or a payment issued by a Carrier/Third Party Administrator. Posted Financials Module The following links are available to you in the Posted Financial Module: Search for Reserve Net Change Summary Search for Reserve net Change Details Search for Cumulative Details. Under this Module you will be able to search for and display posted financials across claims and occurrences Contacts MegaTab There are two Modules currently available under the Contacts MegaTab Companies Module and Contacts Module. Risk Sciences Group 26
Companies Module A Company is any company type, eligible for Payments, eligible for 1099s, etc. Each Payment that is not to the claimant is tied to a Company. The following link will be available to you under this Module: Search for Companies. Contacts Module A Contact can be tied to a record from any Module. The following links will be available to you under this Module: Search for Contacts Search for Contact Associates. Notes and Diaries MegaTab There are two Modules under this tab the Notes Module and the Diaries Module. Users now have the ability to search for and view consolidated lists of claim Notes and Diaries, across claims. Notes Module The Notes Module includes Claim Notes. The following link is available to you under this Module: Search for Notes. Risk Sciences Group 27
Diaries Module A calendar-based Diary event can be tied to a record from any Module. The following link is available to you under this Module: Search for Diaries. Email MegaTab The Manage Address Book Module is currently under this tab. Manage Address Book Module The Address Book allows you to maintain Email contacts and Distribution Lists specific to the Dmitri application. These are used primarily when distributing template report output. The Address Book is divided into the following two parts: Email Contacts Distribution Lists containing one or more Email contacts. Risk Sciences Group 28
A Detailed Exploration of the Claims Module Previously in this class, you learned how to use the Global Shortcut Pane to quickly search for a Record. In addition to this simple search mechanism, most of the Modules in the Dmitri application, including the Claims Module, also contain a search function. This search function, (via a link) available in the Module dropdown box, allows the user to perform a more detailed Search. To better understand Search functionality, we will explore the following topics: Types of Searches Often, users will perform basic searches using simple search criteria, such as searching for a specific claim for a particular location, or searching for a particular type of claim that occurred at a specific location or occurred on a particular date or year. You can also perform more advanced searches and construct your search criteria by entering several unique qualifiers to further qualify your search and narrow the results. Constructing the Search Criteria Steps: 1. Click on the Search for Claims link to search for a Claim. Risk Sciences Group 29
You will reach the following Search Page: From this page you can add criteria rows and then build simple or complex search criteria as desired to further qualify your search. (By clicking the Add button, you can add another search row, as shown below.) Figure 11 Constructing Search Criteria Become familiar with the following general buttons and dropdowns so that you can use them when specifying your Search Criteria. Button or Dropdown Add Action Click this button to Add a new criteria row immediately below the current row. Remove Click this button to Remove a highlighted criteria row(s). Risk Sciences Group 30
Button or Dropdown Action To highlight a row, click the double ellipsis that appears at the beginning of the row. OR button Click the OR button located under the Search Criteria heading to insert a new OR logical group consisting of the rows you highlight. To highlight a row, click the double ellipsis that appears at the beginning of the row. You must highlight two or more rows in order to use this functionality. AND button Click the AND button located under the Search Criteria heading to insert a new AND logical group. To highlight a row, click the double ellipsis that appears at the beginning of the row You must highlight two or more rows in order to use this functionality. Risk Sciences Group 31
Button or Dropdown AND/OR Dropdown Action You can build simple criteria using just AND, or build complex criteria using AND and OR. Use the dropdown box to select which of these you wish to use for each logical group. Reset button Click the Reset button to reset the criteria rows to the original values as they were when you entered the Search Page. Clear Click the Clear button to clear the contents of the Search Criteria so that you can reenter new criteria. Search Click the Search button to execute the specified search and populate the Results grid. Do not click Search until you have entered all of your Search Criteria. Figure 12 Search Buttons 2. Use the dropdown boxes in the Search Criteria area of the Search Page to build and qualify each criteria row. Click on the down arrow next to Select a Field, and the following drop-down will display: Risk Sciences Group 32
Filtering To help narrow the list of rows that display in the grid and make finding the desired value(s) easier, a multi-select filter is available. This Advanced Filter allows the user to choose both Operators and Values for Fields. Figure 13 - Example of an Advanced Filter For example, when filtering on a Field, you could choose one of the column headings in the grid and then choose an Operator and a Value Once you have made your selections and press Enter, the rows that display in the grid will be filtered on that specific column. Refer to the list in the following table. Dropdown Box Field Action Use this dropdown to specify the Search Field to which you want to apply the Risk Sciences Group 33
Dropdown Box Action condition or criteria. Operator Use this dropdown to specify the desired Search Operator for this criteria. You can hover your mouse over an Operator to see a description of it. The available Operators are filtered to show only those valid for the datatype associated with the Search Field you select. Operator Exactly Matches Is not Is Among Is Not Among Contains Does Not Contain Begins With Ends With Greater Than Greater Than or Equal To Is Null Is Not Null Less Than Less Than or Equal To Between Not Between Data Types String;Number;Date String;Number;Date String;Number String;Number String String String String Number;Date Number;Date N/A N/A Number;Date Number;Date Date Date Value Type Use this dropdown to specify which one of the following three unique qualifiers you are searching for: Field: If the Value Type you desire is a field, select one of the fields that displays for you in the dropdown. (The dropdown lists fields that match the same datatype of the Search Field you selected.) Parameter: If the Value Type desired is a parameter, you will see a dropdown from which to select a parameter name. Constant: You may prefer to specify a constant value, which can be text, a number, date, etc. based on the datatype of the Search Field. Risk Sciences Group 34
Constructing Search Criteria for a More Advanced Search Suppose you wanted to search for any Claimant Names containing Smith with any associated Accident Descriptions or any Vehicle Damaged Descriptions that contained Totaled that occurred in Fulton County or the City of Atlanta. (This is just an example. The data is not in the training database.) You would enter the Search Criteria as follows. Steps: 1. Under the Claims Module, click the Search for Claims link. 2. Click the Add button until you have 5 search criteria rows. Risk Sciences Group 35
3. Click the ellipsis on the last two rows. Once these rows are highlighted, click the OR button at the top of the screen. Your Claim Search screen will appear as follows. Notice that the last two rows now show the OR qualifier. 4. Fill in the first search criteria row as follows: Dropdown Action Field Select Claimant Name (Clmt Name) from the dropdown. Operator Select Contains from the dropdown. Value Type Select Constant from the dropdown. Values Type in the name Smith for the value. Risk Sciences Group 36
5. Fill in the next search criteria row as follows: Dropdown Action Field Select Accident Description from the dropdown. Operator Select Contains from the dropdown. Value Type Select Constant from the dropdown. Values Type in Totaled for the value. 6. Fill in the next search criteria row as follows: Dropdown Action Field Select Accident County from the dropdown. Operator Select Contains from the dropdown. Value Type Select Constant from the dropdown. Values Type in Fulton for the value. 7. Fill in the next search criteria row as follows: Dropdown Action Field Select Vehicle Damage Description from the dropdown. Operator Select Contains from the dropdown. Value Type Select Constant from the dropdown. Values Type in Totaled for the value. 8. Fill in the next search criteria row as follows: Dropdown Action Field Select Accident City from the dropdown. Operator Select Contains from the dropdown. Value Type Select Constant from the dropdown. Values Type in Atlanta for the value. Risk Sciences Group 37
9. Review the Search criteria verbiage that appears in the box below the criteria rows to ensure it reflects the criteria you want. Your Search Page could look as follows. Depending on the way you enter information and the operators you choose, it could appear differently. The important factor is that it reflects what you want to search for. 10. Click Search to execute the search. The system will perform the search and display in a grid format any results found that match your criteria. Now let s create an advanced search using Baker Hughes data. Create a claim search for all Workers Compensation accidents occurring in the United States or Canada with an accident date on or after 1/1/2005 with a total incurred >= $500K or a legal code of Y. Try to create your own search criteria without looking at the example. Risk Sciences Group 38
Your search criteria should resemble the following: And your results should look something like this: Risk Sciences Group 39
Title Bars and Toolbars The Search Results page always has a Title Bar. Sections and Widgets may or may not have a Title Bar. The Header Section is always visible when scrolling. In the following figure, notice the Title Bar labels and the toolbars. Figure 14 Title Bars and Toolbars If you click the Options dropdown box functions, such as the following:.from this title bar, you can access other Figure 15 Options Dropdown Box Other Navigation Aids In addition, there are also many other buttons and icons that appear throughout the application s Pages to help you navigate. These may appear consistently throughout the application or may appear as you need them when performing certain functions. Common and Unique Buttons The following buttons may appear to you when performing application functions. Button Function(s) Image Allows you to... Where Commonly Found Add Search Add a Search Criteria row. Cancel Various Cancel the action and return to the previous screen. Clear Search Clear the contents of the Search Criteria. Risk Sciences Group 40
Button Function(s) Where Commonly Found Image Allows you to... Create Add New Create a Record, Page, etc. Single and Double Arrows Permissions and Email Move information from right to left or left to right. Select/highlight one value on the left and click this button to copy the selected value from the left to the right. Click this button to copy all values from the left to the right. Select/highlight one value on the right and click this button to remove the value from the list on the right. Click this button to remove all values on the right. Double Ellipsis Search Select either a Search Criteria row or a group associated with AND/OR. OK Various Confirm your entry or process your action and then proceed. Edit Modifying a Modify previously entered information. Page Remove Search Remove the Search Criteria row. Reset Search Reset Search Criteria to the original values as they were when you entered the screen. Search Search Initiate the Search function on the specified Search Criteria. Figure 16 Common and Unique Buttons Common and Unique Icons The following icons are available in the application to help you navigate through the system and perform online system functions. Every icon should display a tooltip when you hover over it with your mouse. Icon Image Description Aggregate Back and Next When working with a Grid Widget, allows you to display a list of possible ways to total or sum the Values. (See Grid Widgets for more information.) Use these arrow keys to go forward or go backward to the next row in the Results grid. Risk Sciences Group 41
Icon Image Description Calendar Assists you in entering a date into a Date Field. Cancel Close Configure Delete Edit Email Allows you to cancel your action or changes and return to a previous screen without saving any modifications or data that may have been entered. Allows you to exit the window or screen you are on and return to a previous screen. For example, allows you to close a customization screen and return to the previous screen. Allows you to access a customization screen for a Page, Section or Widget, as appropriate, depending on where you are. Allows you to delete information. This icon may appear at the beginning of a row, allowing you to delete an entry. Or, if you have permission to delete attachments you can use this icon. Allows you to initiate an editing action, such as changing the label on an item. Allows you to reach the Send Email function. Expand Collapse Export to CSV Export to PDF Export to XLS Favorite Filter Help Open Folder Close Folder Allows you to expand the global shortcut area. Allows you to collapse the global shortcut area. Prompts you for a file name and location and then exports the information or contents to a.csv file. Prompts you for a file name and location and then exports the information or contents to an Adobe Acrobat.pdf file. Prompts you for a file name and location and then exports the information or contents to a Microsoft Office Excel.xls file. (This capability will be available in the near future.) Allows you to include in your list of Favorites. May appear when working with Grid Widgets and allows you to select FreeForm to reach a popup box and enter any value. Allows you to reach information to help you in what you are doing on a Page. Allows you to toggle between opening and closing a folder to either display the contents of an opened folder in a dropdown list, or close the folder to hide the dropdown contents from view. Risk Sciences Group 42
Icon Image Description Grid Column Options Allows you to access the Grid column options dropdown. Also allows you to return a grid to its default configuration. Group Sort Hide Column Link When working with Grid Widgets, allows the grid to be group sorted on a column. When working with Grid Widgets, hides any column that you indicate. (Also, you will get an Alert asking you to confirm whatever column you want to hide by selecting either Yes or No.) Add New function, such as Add New Claim, Location, or Policy. Minimize Restore Options Dropdown Preview Print Allows you to minimize the window. Allows you to restore the window. Allows you to reach additional functions. This icon will display when working with Grid Widgets. Only one row in the field grid can have the Preview box checked. If checked, the contents of the column will appear in the preview pane of the grid by default. (See Grid Widgets for more information.) Allows you to print the information at your designated printer. Refresh Allows you to update with the latest data available in the database. Save Select / OK (Checkmark) Allows you to save any entries or changes you make. For example, allows you to save your changes on the customization screen. A checkmark icon may indicate that you can select items, such as selecting items from a Pick list. Warning Figure 17 Common and Unique Icons It may also mean Show All Columns. The system will display a caution warning indicating the result of taking an action. Risk Sciences Group 43
Now let s select and open one of the claims on our Search Results: Risk Sciences Group 44
Click on the hyperlink on the John Cowan claim, and the WC Claim Detail Form will open. Section Navigator If you can see more than one Section below the Header Section for that Page, the Section Navigator will appear to the right of the Shortcut Pane. Each Section on a Page has a link in the Section Navigator. Following is an example of a Section Navigator. Risk Sciences Group 45
Clicking on a link in the Section Navigator will expand that Section and any Widgets contained within it. It is just another way to quickly reach the information you need For example, clicking the ID & Dates link in the Section Navigator expands the ID & Dates section. Click on the hyperlink under Policy Number. Close your Policy Page and click on the Location link. Under Accident Address, click on the Full Address hyperlink and watch what happens. Risk Sciences Group 46
Note that the Financial Recap, Financial Changes, and Payments Sections are available from the Section Navigator. Financial Summary You can expand any of the following Widgets (blue headers) to see details. Risk Sciences Group 47
Following is an example of the information that could display after expanding each of the Financial Summary Widgets. Financial Changes You can expand any of the following Widgets (blue headers) to see Financial Change details. Risk Sciences Group 48
Payments You can expand any of the following Widgets (blue headers) to see Payment details. Risk Sciences Group 49