Version: Refined Risk 4.4
New Insurance Recommendations Dashboard This new dashboard provides a snapshot view of 30 day and 90 day overdue insurance recommendations tasks across the portfolio for simplified reporting and management. 
- Circle charts show percentage of overdue recommendations tasks that were due in the last 30 and 90 days along with the count of overdue tasks and all tasks for the respective periods.
- The dashboard can be filtered by regional manager, province, city or recommendation task frequency in addition to the standard property filters
- Export option can generate a list of all tasks or just overdue tasks
Clicking on the "Recommendations by Properties" link provides features to manage tasks and overdue tasks across the portfolio or sections of the portfolio. Regional Managers will only see the properties assigned to their region. - Clicking on a property will allow a filtered view of all recommendations and tasks assigned to that property
- Option to view a task history, delete task, prevent rescheduling and edit the task available from this interface
- Extract option available
Clicking the "Recommendations Overview" link provides access to all insurance recommendations. - Individual recommendations can be viewed and filtered by Property, Property Status, Regional Manager, Province, City, Asset Type, Task Assigned, Task Status and Overdue Tasks
- Extract option available for a filtered list of tasks for a specific recommendation
- Recommendations can be opened and edites from this list
Please click here to let us know what you think of this new feature! |
