Create an activity

About this task

Note: You can view activities on other screens in PolicyCenter. You can view activities on the Workplan for the policy transaction, and you can view all open policy transaction activities on the Policy File screen.

Procedure

  1. To create an activity, first navigate to the object that you want to attach the activity to. You can attach activities to policy transactions, account, and policies. In this example, the activity is to verify coverage in a policy change.
  2. Select New Activity from the Actions menu. Select the category (Reminder in this example) and the type of activity (VerifyCoverage).
  3. Enter the required information. You can either select a person to handle the assignment or have PolicyCenter assign it for you.
  4. Optionally, you can add a New Note at the same time.
  5. Click Update. The activity owner can view the new activity on their Desktop under My Activities. Anyone who has permissions to view an account under the Account File Summary screen can also view the activity.