Manage Issue Comments
You can manage issue comments for a set of issues using the Product Issue Comments and Facility Issue Comments page.
Note: This page is shared with Contract Manager Professional.
View or Add Product Issue Comments
Use the Product Issue Comments page to review the product issues and comments.
Procedure
- Access the Product Issue Comments page.
- Select Go To > Implementation > Issues > All Products Issues. The All Products Issues page opens.
- Click a link in the Issue Description column. The Product Issue Comments page opens.
- Review the issue comments.
- If the issue is resolved, select Set FinThrive as Resp., which assigns the issue to the 001 user code.
- Optionally, add an issue comment. Depending on when you add the comment, it should indicate one of the following:
- A clarification of the issue.
- How you researched the issue.
- How you applied the resolution.
- Specifically how you followed up on the issue.
- When you are satisfied with the contract, select Approve Contract Profile.
- Optionally, click Reject Contract Profile to reject the profile. For more information, refer to Reject a Contract Profile.
- Optionally, click View Image to view a PDF image of the Master Document or Rate Schedule. For more information on viewing a PDF document file, refer to View the PDF Contract Image and Maintain Contract Images.
- Click Save Comment to record any entries or modifications to the Product Issue Comments page.
Field Descriptions
The following table describes the fields on the Product Issue Comments page.
|
Field |
Description |
|
Product |
Name of the insurance product |
|
Category |
Category of issue |
|
Contract Image |
The document list box for selecting the a contract document image for viewing as a PDF file |
|
Effective |
The contract effective date to the termination date (or None if there is no termination date) |
|
Issue Link |
To what level the issue is linked; i.e., the contract document, product or facility |
|
Opened |
The date, time the issue was opened |
|
Priority |
The priority of the issue; (customarily, 1-15) |
|
Production Status |
The current production status |
|
Resp. Party |
The responsible organization icon |
|
Status |
The current implementation status within a stage |
|
Updated |
When the issue was updated |
|
Results Area |
|
|
Author |
User who typed the comment, identified by user ID |
|
Entry Date |
Date the comment was typed or last updated |
|
Entry Time |
Time of the entry |
|
Issue Comment |
Existing comment about the issue, up to 254 characters, or “No comments exist for this issue” |
|
New Comment Description |
Space to type a new comment about the issue |
|
No. |
Sequential number of the issue |
Links on the Products Issue Comments Page
- View Product Issue List displays the list of issues and details about the issues. For more information, refer to View the Product Issue List.
- View Contract Profile displays the Contract Profile page. For more information, refer to View a Contract Profile.
View or Add Facility Level Issue Comments
The Facility Issue Comments page displays issues for the facility or group. Use this page to add or update facility issues.
Note: For more information on issues in a multi-facility organization, refer to Facility Issues.
Use this procedure to review facility level issues.
Procedure
- Access the Facility Issue Comment (Edit Mode) page.
- Select Go To > Implementation > Issues > Facility Level Issues. The Facility Level Issues page opens.
- Click a link in the Issue Description column. The Facility Issue Comments page opens.
- Review the issues list.
- A number in the Comm column indicates the number of comments on the issue.
- Optionally, change the issue status view.
- Optionally, change the Sort By option.
- If necessary, review the issue details.
Field Descriptions
The following table describes the fields on the Facility Issue Comments page.
|
Field |
Description |
|
Category |
Category of the issue |
|
Issue Link |
Facility the issue is linked to |
|
Opened |
Date when the issue was opened |
|
Priority |
Priority of the issue; customarily, 1-15 |
|
Resp. Party |
The user code of the party responsible for the issue (FinThrive or customer/client) |
|
Status |
The current implementation status within a stage |
|
Updated |
Date when the issue was last updated |
|
Results Area |
|
|
Author |
User who typed the comment, identified by user ID |
|
Entry Date |
Date the comment was typed or last updated |
|
Entry Time |
Time of the entry |
|
Issue Comment |
Existing comment about the issue, up to 254 characters, or “No comments exist for this issue” |
|
New Comment Description |
Space to type a new comment about the issue |
|
No. |
Sequential number of the issue |