Ability to produce documents under previous policy versions

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Richard Thorne

10 May 2013 15:10

It would be useful if we were able to produce policy documents under previous policy versions even if the client has renewed their policy.

For example we may get a client asking for a receipt from a previous policy. The receipt was not issued at NB or previous Renewal and the policy has since been renewed. Currently, the way in which schemeserve works this is not available however it would be useful to have this feature.

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  Mark Williams 10 May 2013 16:09

  I agree that this would be useful in certain circumstances. Perhaps if the system warned the user that they were working on an expired policy rather than the current one. It would be useful when creating end of year adjustments after renewal too.

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  John Levett 10 May 2013 16:14

  hah! I spoke to Adam B about this very problem this afternoon and explained we stiopped using "renew policy" because of it.

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  Adam Bishop 17 June 2013 14:20

  I'd like to propose we solve this by making manual document generation (i.e. when users hit the Document tab on a Case and then press the 'Add New' button) always generate the document for the currently selected CaseRecord (i.e. what's in the History drop-down box at that moment).

  In addition, if the user has something selected in the History box which is not the most recent CaseRecord, when they hit 'Add New' a warning would be shown:

  Warning: the most recent Case Record is not selected.

  If you continue your document will be generated for the historic record.

  If you don't want this, just click Cancel and then choose something else from the History box.

  Does this sound useful?

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  Richard Thorne 17 June 2013 14:24

  yes, this sounds like what we are looking for and will hopefully solve our issues.

   

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  Mark Williams 17 June 2013 16:16

  Great idea Adam. Sounds perfect.

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