Saving your work in PolicyCenter wizards
When you work in any policy transaction (job) wizard, PolicyCenter saves your information to the database. It saves every time you advance or go back in the wizard (by clicking wizard buttons such as Back, Next, Quote, or Bind). It also saves when you navigate to a different step by using the sidebar menu choices. However, there are times when you are in a PolicyCenter wizard, where you may need to enter additional information that is technically not in a wizard step. Popup windows are an example of this.
Popup window behavior
In PolicyCenter, a popup is a page that appears on top of another page. It is part of the wizard process, but it is not a wizard step.
When you make changes or add information in a popup, PolicyCenter does not commit those changes immediately to the database, but saves the changes to the enclosing parent page. The Unsaved Work list captures the changes to the parent page and the popup so that you can finish your work if you navigate away without saving the parent page. For example, suppose you modify a location in a workers’ compensation submission and click OK. Then you navigate to the Desktop, or log out without first clicking Save Draft. In this case, the new location data is not saved to the database, but will be stored in the Unsaved Work list.