Using QuickJump
The QuickJump box, as shown in the following, appears at the upper right corner of most PolicyCenter screens. The box is not available in pop-ups.
To use the box, position
the cursor in it or use the shortcut key Alt /, and then enter a QuickJump
command. To view a list of available commands, press the Down Arrow key.
For example, to retrieve
an account, type account
and the account number, as in Account
C000143542, to jump to the Account
File Summary screen. If you want to see a policy, type policy and the policy number,
as in Policy 25-123436,
to jump to the Policy File Summary
screen.
The QuickJump
box provides automatic command and parameter completion. Type the first
few letters of a command, and the QuickJump
box automatically provides a list of the possible commands. For example,
type the letter A to list
all commands or parameters that begin with the letter A.
Chaining QuickJump destinations together
It is possible to chain multiple QuickJump destinations together to jump to a specific screen.
For example, while viewing
an account on the Account
tab, suppose you want to retrieve information on a policy transaction.
You can type Account C000212105,
press the Spacebar, and
then type the letter A.
The screen displays a list of commands beginning with the letter A that are relevant to the account.
Selecting Account C000021215 AccountWorkOrders
takes you to that screen.
QuickJump behavior in wizards
Wizards are typically used to advance sequentially through a series of steps. QuickJump can be used to skip steps and jump to a screen listed in the Sidebar.
QuickJump actions available in a wizard are active only when operating in the wizard. For example, it is not possible to jump from an account screen to a specific wizard screen.
When operating in a wizard, if you want to jump to another part of PolicyCenter, save your work before jumping. After the jump, if you did not save your work, your wizard work will be lost.