My other policy transactions screen

In PolicyCenter 8.0, the My Other Work Orders screen has been renamed My Other Policy Transactions. In addition, this screen now displays the following fields:

Field

Description

Type

This field is unchanged.

Primary Insured

This field is unchanged.

Effective Date

This field displays PolicyPeriod.EditEffectiveDate from the query used to determine the Status. By default, this field is used to sort the list.

Transaction #

This field was previously labeled Work Order #.

Status

This field is unchanged.

Product

This field was previously labeled Policy Type.

Producer

This field is visible if user does not have the View Producer Desktop Details permission. This is a new permission.

Underwriter

This field displays the user with the Underwriter role in the Job.RoleAssignments array.

The Create Date column has been removed.