Activities creation and assignment

You can generate and assign an activity either manually or automatically:

• Manually – Through the user interface. You usually do this to request that work be done by other users or to remind yourself to do the work. For example, you manually create an activity to gather additional information before a submission can be quoted. You can then explicitly select an owner for that activity or have PolicyCenter assign it for you.
• Automatically – Through business rules defined in Gosu. Some examples include:
  • A business rule determines that an underwriter needs to review a producer’s submission before moving it forward.
  • An activity is past due, and PolicyCenter creates an activity to alert the supervisor.

See also

• Create an activity for information on how to manually create an activity.
• Assign an activity for information on how to assign one or more activities.
• Assignment in PolicyCenter for information on how PolicyCenter assigns an activity.
• Defining activity patterns for information on how to automatically create an activity.