Let's Keep it Clean!

Keeping PAD Clean

Over time, downloaded policies accumulate in PAD which can lead to intermittent issues. Cleaning PAD restores optimal function to the application. This includes a faster start-up time, quicker transitions between entry screens, and proper system shut downs.

It is a best practice to download the latest version of a policy before making changes.

PRO TIP

To begin cleaning PAD, start from the system tool bar.

Cleaning PAD is a 3-step process. You will clean PAD through a series of pop-up windows. Each window contains the various data that PAD downloads with each policy.

Click the ‘Clean-Up’ button to enter clean-up mode.

The ‘Choose Clean Up List’ pop-up box displays.

The ‘list all Policy/Quote’ check box is selected by default.

STEP1

Return to the PAD toolbar and click the ‘Clean-Up’ button.

The ‘Choose Clean Up List’ pop-up box displays.

STEP2

Here, we want to clean the ‘list all Clients not linked to any policies’ data

Then Click ‘Show List’.

Return to the PAD toolbar and click the ‘Clean-Up’ button.

The ‘Choose Clean Up List’ pop-up box displays.

STEP3

Here, we want to clean the ‘list all LP/AI clients not linked to any policies’ data

Then Click ‘Show List’.

Congratulations! PAD is now clean!

Click Next Activity below to move on.

Selecting & Deleting Data

• The ‘LP/AI Clean Up’ pop-up box displays.To delete all policies, click the ‘Select ALL’ button to select everything in the list.
• Click the ‘Delete’ button to delete the selected data.

Selecting & Deleting Data

• The ‘Client Clean Up’ pop-up box displays.
• To delete all policies, click the ‘Select ALL’ button to select everything in the list.
• Click the ‘Delete’ button to delete the selected data.

Selecting & Deleting Data

• The ‘Policy/Quote/App Clean Up List - All’ pop-up box displays.
• To delete all policies, click the entry at the top of the list and hold down the shift key
• While keeping the shift key pressed, click the last entry. This will select all entries in between the first and last selection.

• Click the Delete button to delete the selected entries. Repeat this process as needed to remove additional entries.

Selecting data to delete

• Click the drop-down arrow on the show all button.
• From the drop-down list, select how far back in time you want to go.
• Here, we selected show all, to display every policy that has been downloaded into PAD.
• Next, click the Show List button to view the pop-up window that contains the policies you want to delete.

Time to Clean!

Clicking on the Clean-Up button begins the cleaning process. You will clean PAD through a series of pop-up windows. Each window contains the various data that PAD downloads with each policy.