Home Page Tabs


Concept

In this topic, you will see how to utilize the Home Page Tabs.


Steps:

  1. The Home page for the Underwriting Workbench (UWB) contains three tabs:

     

    My Transactions

    My Group Transactions

    My Collaborations

    Step 1

  2. The default tab is My Transactions, which displays only transactions that are associated to the logged in user.

     

    NOTE:  This would include all transactions assigned to or submitted by the logged in user.

    Step 2

  3. Based on the selected Status Fitler transactions will display some or all of the following information for each transaction:

     

    Transaction Number

    Name

    Status

    Approval Dated

    Est. Closing Date

    Est. Total Liability

    Assigned To

    Last Updated

    Last Updated Date

    File Number

    Address

    Risks

    Agent Name, if applicable

    Step 3

  4. To view only the files that are Assigned to you directly, click the Assigned to Me link.

    Step 4

  5. From the Home page, click the My Group Transactions tab.

    Step 5

  6. My Group Transactions displays all transactions that are associated to group identified in the My Group(s) location for the logged in user. 

     

    NOTE:  My Group Transactions tab will not be available for individuals who have the role of Submitter only.

    Step 6

  7. Transactions display the following information for each transaction:

     

    Transaction Number

    Name

    Status

    Approval Dated

    Est. Closing Date

    Est. Total Liability

    Assigned To

    Last Updated

    Last Updated Date

    File Number

    Address

    Risks

    Agent Name, if applicable

    Step 7

  8. If the logged in user belongs to more than one Group in the My Group(s) drop-down list additional Group names will be available for selection, as well as an option for All.

    Step 8

  9. Transactions displayed are all associated to the My Group(s) selection. The My Group(s) list will vary based on the logged in user setup.

    Step 9

  10. The Underwriter Workload displays the number of transactions assigned to each underwriter.

     

    Click the View Underwriter Workload icon.

    Step 10

  11. The View UW WorkLoad screen displays and entries are view only.

     

    Page selectors are available to view addition entries, when applicable.

    Step 11

  12. Column headers can be selected to sort columns in Ascending or Descending order.

    Step 12

  13. Click the X (Cancel) button, to close the View UW WorkLoad screen.

    Step 13

  14. From the Home page, click the My Collaborations tab.

    Step 14

  15. My Collaborations displays the collaborations or discussions the logged in user created and/or has been assigned to.

    Step 15

  16. External (AgentNet/AN) party names are shown in Red and can appear within a Transaction that was generated from AgentNet or contains an AgentNet verified file.

      

    Internal (First American/FA) party names are shown in Black.

    Step 16

  17. Collaborations display the following information for each transaction:

     

    Transaction Number

    Name

    Status

    Est. Closing Date

    Est. Total Liability

    Assigned To

    Last Updated

    Comment

    Type

    Last Post By

    Collaborations

    Step 17

You have now seen how to utilize the Home Page Tabs.

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