Wizards

Wizards in InsuranceSuite consist of a sidebar and workspace with users making selections and filling out information in the main workspace. Not all steps are mandatory, and users can return to a previous step to make changes as necessary.

Use wizards for:

• Tasks requiring a prescribed sequence such as filing a new claim.
• Complex tasks that users can complete more easily when the process is divided into a series of smaller and simpler steps.

Wizards apply to PCF Locations.

Wizards

• Always include a title in order to provide context as users step through the wizard.
  
  
• Enable tasks as soon as they can be visited.
  
  
• Be careful about listing the total number of steps in a wizard because this number can change depending on user selections. For example, commercial auto includes a variety of options that will add or subtract steps when chosen.
• Before allowing users to exit, display a message that clearly communicates the consequences of exiting the wizard before completing the process.
  
  

Buttons in Wizards

• Use the standard EditButtons and WizardButtons components to ensure the correct button sequence. For example, using the standard WizardButtons will display Cancel before Back and Back before Next.
  
  
• Include a terminal-action button such as Finish. Place this button to the right of the Next button.