QuickJump reference

The tables in the topics that follow list the QuickJump commands that PolicyCenter provides. Some commands can be chained—appended with other information, such as another entity name or a policy number.

Static items

Screen	Command
Account > Account Summary	`Account` `account number`
Account > New Submissions	`NewSubmission`
Administration tab	`Admin`
Administration > Business Settings > Activity Patterns	`ActivitySearch`
Administration > Users & Security > Organizations	`OrganizationSearch`
Search > Producer Codes	`ProducerCodeSearch`
Administration > Users & Security > Producer Codes	`AdminProducerCodeSearch`
Administration > Users & Security > Users	`UserSearch`
Desktop tab	`Desktop`
Desktop > My Activities	`MyActivities`
Desktop > My Other Policy Transactions	`MyOtherTransactions`
Desktop > My Queues	`MyQueues`
Desktop > My Renewals	`MyRenewals`
Desktop > My Submissions	`MySubmissions`
Policy > Summary	`Policy` `policy_number`
Search > Search Accounts	`AccountSearch`
Search > Search Policies	`PolicySearch`
Search > Search Producer Codes	`ProducerCodeSearch`

Super user items

Screen	Command
Administration > Business Settings > Activity Patterns	`Activity Patterns`
Administration > Business Settings > Policy Form Patterns	`PolicyForms`
Administration > Monitoring > Event Messages	`Event Messages`
Administration > Monitoring > Workflows	`Workflows`
Administration > Users & Security > Attributes	`Attributes`
Administration > Users & Security > Regions	`Regions` `RegionSearch`
Administration > Users & Security > Roles	`Roles`
Administration > Utilities > Script Parameters	`ScriptParameters`
Team tab	`Team`
Team > Activities	`TeamActivities`
Team > Other Policy Transactions	`TeamPolicyChanges`
Team > Renewals	`TeamRenewals`
Team > Submissions	`TeamSubmissions`
Team > Summary	`TeamSummary`
Server Tools > Batch Process Info	`RunBatchProcessprocess_name`

Account file items

The following items are accessible in the QuickJump box from within an account file, policy file, or policy transactions that contain an account object. They can also be chained to the end of the Account command.

Screen	Command
Account Roles	`AccountRoles`
Billing	`AccountBilling`
Claims	`AccountClaims`
Account File Contacts	`AccountContacts`
Account File Documents	`AccountDocuments`
Account File Locations	`AccountLocations`
New Document – Create a new document from a template	`AccountNewDocumentCreate`
New Document – Link to an existing document on this account	`AccountNewDocumentsLinkToExisting`
New Note	`AccountNewNotes`
Account File Notes	`AccountNotes`
Account File Contacts > Role	`AccountRoles`
Submission Manager	`AccountSubmissionManager`
Account File Summary	`AccountSummary`
Underwriting File	`AccountUnderwritingFiles`
Account File Policy Transactions	`AccountTransactions`

Example:

Account account_number AccountRoles

Policy file items

The following items are accessible with the QuickJump box only from within a policy file. They can also be chained to the end of the Policy command.

Screen	Command
Audit Schedule	`PolicyAudit`
Billing	`PolicyBilling`
Cancel Policy	`CancelPolicy`
Change Policy	`ChangePolicy`
Contacts	`PolicyContacts`
Documents	`PolicyDocuments`
History	`PolicyHistory`
Locations	`PolicyLocations`
New Document – Create a new document from a template	`PolicyNewDocumentCreateNew`
New Document – Link an existing document to this policy	`PolicyNewDocumentsLinkToExisting`
New Note	`PolicyNewNote`
Notes	`PolicyNotes`
Participants	`PolicyParticipants`
Payment	`PolicyPayment`
Policy Info	`PolicyInfo`
Pre-Renewal Direction	`PolicyPreRenewalDirection`
Quote	`PolicyQuote`
Referral Reason	`PolicyReferralReason`
Risk Analysis	`PolicyRiskAnalysis`
Summary	`PolicySummary`
Policy Transactions	`PolicyTransactions`

Example:

Account account_number AccountRoles