Assign a user to one or more policies or open policy transactions

About this task

In the Search Policies > Advanced screen, you can assign a user to one or more policies or open policy transactions. For the selected policies or policy transactions, you can choose a user for an assignment role such as auditor, producer, or underwriter. The selected user replaces the user who previously held that assignment role. If a user is a member of more than one group, you must also assign the group. When you assign the user, the group is also assigned. You cannot assign a user to completed or bound policy transaction.

Procedure

  1. Select Search > Policies and click the Advanced tab.
  2. Make a selection from the Search For drop-down list. For example, you can select Policy or a policy transaction such as Submission.
  3. Enter search criteria and click Search. You must meet the minimal search criteria as described in Minimum search requirements for advanced search.

    If you have loaded the small sample data set, the following searches return results:

    • Enter the Producer Code as 100-002541.
    • Enter First Name as Ray and Last Name as Newton.
  4. Select one or more policies or policy transactions and select an assignment role from the Assign drop-down list.

    You cannot assign a user to completed or bound policy transactions. Therefore, the Assign button is disabled if the selection includes one of these policy transactions.

    PolicyCenter displays the Assign transactions screen. For each policy or policy transaction, this screen displays the type, policy transaction or policy number, and assignment role.
  5. Enter a User Name, First Name, or Last Name and click Search.
    PolicyCenter displays matching users. For each user, PolicyCenter displays the Group and Parent Group. A user appears multiple times if the user belongs to more than one group. For example, you can search for users with last name Applegate. The search returns two rows for Alice Applegate because Alice is a member of the Easter Region Underwriting and Los Angeles Branch UW groups.
  6. In the search results, click Assign to assign a user for the chosen role. If a user is a member of more than one group, select the user’s row that displays the group of your choice.

What to do next

See also