INLAND MARINE RECEIPTS: GETTING STARTED

INLAND MARINE RECEIPTS

GETTING STARTED

Accessing the Shared Drive and Opening a Task in ImageRight

Let's Go!

Accessing the shared drive

access

To process inland marine (IM) receipts, you'll need to the Farm IR Forms folder on the shared drive.

Accessing the shared drive

In the wizard window that opens, click Next.

select

Then Choose a custom network location and click Next again.

In the window that follows, type \\ncfbnas\oper in the "Internet or network address" field. Then the Browse button.

click

Accessing the shared drive

click

When the Browse For Folder window opens up, OK.

Finish

Click Next two times then .

As long as you did not unselect the "Open this network location when I click Finish" box, the shared Operations folder nicknamed "oper" will open in a new window.

Accessing the shared drive

In the oper folder, scroll down and open the opedept folder. Then, scroll down and open the folder.

""Farm IR Forms

As a member of the Farm Team, you will need to access this folder an ongoing basis. So, it's a good idea at this point to create a shortcut somewhere on your desktop, taskbar, or quick access pane.

Opening a task in

imageright

Here are some basic terms that apply to your use of ImageRight:

Annotations

Task

Queue

File

Opening a task in imageright

Open ImageRight on your computer as you work your way through the rest of this tutorial. Notice your ImageRight profile is divided into two windows:

The Desktop Window

The Viewing Window

For starters, the two most important buttons on the Desktop Window are .

File View and To Do List

Opening a task in imageright

The To Do List shows you a queue based on the Workflow, Step, and User you have specified in the fields at the top of the Desktop Window.

To access receipts that have been assigned to you, set the Workflow to Farm Operations and the Step to Farm – NB/REW Prep, then assign yourself as the User and hit the button.

Fetch

Fetch

Receipts should have a temp number and inland marine, or IM, as their UW LOB (line of business). To open one of these tasks, simply on the temp file in the queue.

double click

Opening a task in imageright

The Desktop Window will immediately be converted to File View, with the policy paperwork visible in the Viewing Window.

At this point...

Clicking on File View will take you back to the task you currently have open.

Clicking on To Do List will take you back to the queue.

Opening a task in imageright

FILE VIEW: DESKTOP WINDOW

Opening a task in imageright

FILE VIEW: VIEWING WINDOW

You got started!

You're on your way to learning how to process inland marine receipts.

Next, you'll learn how to open the Company Portal and how to access ZScope.

Your name

The small file box to the left of the banner shows the number of active tasks in parentheses after the word Tasks, under which the active tasks are listed. In this example, there is only 1 active task, and the task description is simply "IM – New Business."

The task box underneath the banner is where you can access different tasks within the file or navigate to specific pages within a task. Any policy tasks managed within ImageRight, whether active or closed, can be accessed from here. In the case of receipts, since your task is a temp file, it has no policy number yet, nor has it been added to any existing policy file. So, all you will see is the temp file itself with the temp number at the top of the tree.

File is just another word for the collection of tasks related to a specific policy. It would not be out-of-place to think of the words file and policy as interchangeable.

A green banner in the Desktop Window indicates that the task is locked, meaning you have annotation priority and only you can send the task to another person.

To add a network folder to the computer you're working on: Right click on the This Computer or This PC icon wherever it appears on your desktop, start menu, or quick access pane. Then select Add a Network Location.

The word queue refers to specific search results. These search results are determined in ImageRight by whatever workflow, step, and user you select before hitting the Fetch button. To look at the tasks in your own queues, assign yourself as the user.

ImageRight is Farm Bureau's document management platform. As an insurance processing analyst, you will use ImageRight to access most of the policy documents you need to complete your work.

A task is something that needs to be processed, such as a policy application or a policy change.

Double Click

Temp File Number

Annotations are notes and mark-ups you can add to a document. However you would normally add notes or marks on a piece of paper with a writing instrument is done in ImageRight with an annotation.

The Viewing Window displays the pages within a task and allows you to add annotations. Later in the course, you will learn how to create a stamp and how to configure your annotations properly. For now, try adding some annotations using the buttons at the top. Be careful, though. Once you leave a page, any annotations you added to that page cannot be changed or removed, the same as adding a stamp or writing in ink on a normal piece of paper. Remember to delete any practice annotations you've added before leaving each page.