I am pleased to announce that SchemeServe LABS will be updated tonight (26th), and the LIVE site will be updated next Tuesday night (31st) with the following new features and updates:
You can now copy endorsements you have previously entered to a new Scheme or Insurer. On the Endorsements screen, there is a link to 'Import from another scheme'. You can select the source and destination scheme, the insurer or you can select to copy endorsements for all of the insurers.
There are some new options under the rule importer as well You can now choose to copy all rules from one scheme to another - copying all the statuses and insurers rules for that scheme at once. You can also choose the copy rules for one insurer on a scheme to another scheme and another insurer.
Also in the rules screen, there's a change to an existing rule. The Send Email action, which sends an email to a specific email address now has a tick box to also include on that email any documents generated at the status the rule is run. So now you can add a rule to the On Cover status to send copies of documents to your Compliance or underwriting team.
While talking of documents, you should find they generate a lot quicker especially when the same document is sent out to more than one place.
12423 Resolved an issue preventing some discounts from being calculated when the ResetIfHidden flag is set on all the fields in the calculation.
12410 Resolved an issue that showed a wrong date depending on user access level, even though the data remained correct.
12409 Changes to the screen direct customers see when logging in to make it clearer which are existing policies and which cases are in renewal, or have changes
12354 Resolved an issue where if a scheme was shared, and a share was approved, and then the scheme was unshared, notes added to a case would still be sent to the approved share.
12352 Changed the way some rules run to prevent duplicate emails from being sent to direct customers.
12351 Changed the rules around emailing notes, so that emails added by a direct client can also be sent onto an agent.
12336 Resolved an issue where some documents were marked as disabled, but were still being added to a case when added by a rule.
12300 Added a new message to better show that a user does not have permission to access a page, but is logged in versus no one being logged in.
12298 Resolved an issue preventing tabbing between questions when there is an autocomplete question in the middle of the question set.
12257 Resolved an issue where the IPT rate set on a hidden scheme was not always being carried forward onto all cases requiring a rule to also set the IPT rate.
12255 Resolved a issue on schemes with a rolling expiry date, where doing a Mid Term Adjustment did not always correctly calculate the change in expiry date.
12247 Allow sending notes to agent even when client has own login.
12246 Added the ability to use some question answers directly on the referrals report type without having to use formulas.
12230 Question ID validation now correctly prevents duplicate IDs within a question set regardless of upper or lower case.
12224 Changed the rate file download to show the current file with its date and time in the list, rather than just 'current'
12173 Resolved an issue preventing claims documents added on the master site to a case created on a child site from being accessible to the child site.
12134 Resolved an issue where welcome emails to brand new direct customers where being sent twice under some conditions.
11882 Resolved an issue for some pre-generated reports that don't always include all the columns when run from the reporting queue, but were ok when run from the report list.
This update has been extensively tested by us, however should you notice anything out of place, please do let us know by calling our Obsessive Support(tm) telephone line, and we'll make sure to take care of you.