Navigating in the UWB


Concept

In this topic, you will see how to navigate in the UWB.


Steps:

  1. This topic introduces the elements you see on the Home page when you enter the Underwriting Workbench (UWB).

     

    Additional details for all of the elements are explained in the appropriate training topics.

    Step 1

  2. The icon next to your name enables you to set your User Preferences for the UWB.

     

    Click the User Preferences icon.

    Step 2

  3. The User Preference page opens, which contains the Bio and Preferences tabs.

     

    The Bio tab provides information about the user.

    Step 3

  4. Click the Preferences tab.

    Step 4

  5. The Preferences tab contains the My Transaction Notifications, Home Page Filters, and Signature Preference sections.

    Step 5

  6. The My Transaction Notifications section provides a Notify me area where you can select settings for your Transactions.

     

    You can select a system Alert, Email, both, or neither for various options.

    Step 6

  7. The Home Page Filters section enables you to select which filters you would like to set as defaults for your Home page on the My Transactions, My Group Transactions, and My Collaborations pages.

    Step 7

  8. The Signature Preference section allows for selecting from an available  list of Font Types and the ability to edit the way your name displays your system Signature, which displays on the Approval form.

    Step 8

  9. Click the Bookmarks icon.

    Step 9

  10. Bookmarks in the UWB function much like Favorites in Internet Explorer.

     

    The list of Content items you have Bookmarked display on this list for easy reference.

    Step 10

  11. Click the My Transaction and Content Alerts icon.

    Step 11

  12. The Transactions and Content Alerts icon allows you to see if you have any new Alerts. The number of Alerts displays next to the Transactions and Content Alerts icon.

    Step 12

  13. Tabs at the top of the list of Alerts enable you to access Transactions Alerts or Content Alerts.

    Step 13

  14. You can perform basic searches by typing in the Search field and clicking the Quick Search icon.

     

    The basic Search defaults to search all Content.

    Step 14

  15. You can click the Search icon to the left of the Search field and select what you want to search.

     

    Click the Search icon.

    Step 15

  16. You can search by:

     

    • Content

    • Transaction by Name

    • Transaction by Address

    • Transaction by File Number

    Step 16

  17. If you want to refine your Search, you can select the Advanced link to the right of the Quick Search icon.

     

    Click the Advanced link.

    Step 17

  18. You can now add the following criteria to your Search:

     

    • All of these words

    • The exact phrase

    • Any of these words

    • None of these words

     

    Please refer to the Searching the UWB topic for additional information on performing a Search.

    Step 18

  19. In addition to the Search tab, the Bookmarks and Subscriptions tabs are also available.

     

    Click the Bookmarks tab.

    Step 19

  20. The list of Content items you have bookmarked display on this tab for easy reference.

    Step 20

  21. Click the Subscriptions tab.

    Step 21

  22. The list of Content items you have added to your Subscriptions display on this tab for easy reference.

    Step 22

  23. Click the Actions icon.

    Step 23

  24. Based on your activity rights, a list of Actions display that you can perform in the UWB.

     

    The Actions you see will be based on your role in the UWB.

     

    • Create Transaction

    • Search Content

    • Search Transaction

    • Manage Users

    • Manage Alerts

    • Manage Group Members

    • Manage Content

    Step 24

  25. Click the Contact Us icon.

    Step 25

  26. The Contact Us page enables you to request assistance with the UWB.

    Step 26

  27. In the Details section, select the Reason for contacting from the drop-down list, which includes:

     

    Feedback

    Problem

    Request Access

     

    Then enter a Description in the description field and use the Send Email button to forward the information.

    Step 27

  28. Click the Training Modules icon.

    Step 28

  29. A menu displays the list of available training.

    Step 29

  30. Click the System Alerts icon.

    Step 30

  31. System Alerts and announcements display on the Alerts page.

     

    The Alerts found here are Alerts or announcements broadcast to all UWB users and could include information about system down time, upgrades, a new feature or functionality, etc.

    Step 31

  32. Click in the Status Filter field.

    Step 32

  33. The Status Filter provides the option to also display Transaction and Content Alerts in addition to System Alerts.

    Step 33

  34. Click the Apply button to close the System Alerts Status Filter.

    Step 34

  35. Click the Home icon.

    Step 35

  36. The Home page displays three tabs across the top.

     

    Please refer to the Home Page Tabs topic for additional information on the tabs.

    Step 36

You have now seen how to navigate in the UWB.

Table of Contents  Start Topic