BROKER SYSTEM 1.0.

0
BDOI Record of Key Enterprise and Risk System

Clauses and Warranties Maintenance

User Guide

Document History
Version

Date

0.01

December 1,
2015

Author
Jeffrey
Oliveros

Description
Document creation

Reviewed By

Approved By

Beth Tradel

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TABLE OF CONTENTS
1. Introduction................................................................................................................4
1.1 Purpose.............................................................................................................4
1.2 Audience............................................................................................................4
2. Clauses and Warranties................................................................................................5
2.1 Create Clauses and Warranties.............................................................................5
2.2 View Clauses and Warranties................................................................................7
2.3 Edit Clauses and Warranties.................................................................................8
2.4 Delete Clauses and Warranties..............................................................................

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1. Introduction
This document provides the users with the detailed instructions on how to operate and use the
BROKER systems CLAUSES AND WARRANTIES MAINTENANCE module.
1.1 Purpose
The user guide document presents the functions and features that are available for the
CLAUSES AND WARRANTIES MAINTENANCE module. This document also captures the
user interface screens based on the functionalities and features of the module. However,
future changes may still be possible based on the additional change requests that will be
submitted by the concerned units. This document has four (4) sections. These are the
Creation, Viewing, Editing and Deletion of Clauses and Warranties. The section on the
Creation section will provide the procedure on how to create and indicate information
pertaining to Clauses and Warranties. In the Viewing section, user will be guided on how
to search and view records that have been maintained in the system. The Editing section
will explain the procedure on how to edit or modify information pertaining to records that
have been maintained. The Deletion part lists the steps on how to remove or delete
Clauses and Warranties from the system.

1.2 Audience
The documents intended audiences are the users and system administrator of the
BROKER system Clauses and Warranties

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2. Clauses and Warranties

2.1 Create Clauses and Warranties
1. In the system menu screen, go to MAINTENANCE > CLAUSES AND WARRANTIES.

NOTE: The system menu that will be available to the user will be based on the accesses
and rights that were granted to the user. To be able to access the Clauses and
Warranties Maintenance module, user should have been granted access to this module.

2. In the Clauses and Warranties List screen, click Add Record. To navigate on the
next set of records, click the page number at the lower right section of the screen.

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2. In the Clauses and Warranty screen, indicate the following: Line of Insurance,
Code, Name and Description. Click Save to keep record. Otherwise, click Cancel.

NOTE: The Clauses and Warranties that will be maintained will apply to the Line of
Insurance (e.g. Fire Insurance) indicated by the user. When a user selects a particular
Line of Insurance on the Package Maintenance (please see user guide of Package
Maintenance), the Clauses and Warranties that will appear on the list will be based on
the data maintained in this module. Please see screen below.

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3. In the Save Confirmation screen, click OK to confirm saving.

2.2 View Clauses and Warranties

1. From the Warranties and Clauses List (section 2.2.2.2 above) screen, the system

will display records that have been created in the system. User may limit the number
of records that will be shown by indicating the count on the Record per Page drop
down list located at the upper portion of the results screen. To navigate on the next
set of records, click the page number at the lower right section of the screen.

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NOTE: The following data columns will be displayed to the user: Product Line, Code,
Name and Description.
2.3 Edit Clauses and Warranties

1.

From the Warranties and Clauses List (section 2.2.2.2 above) screen, the
system will display records that have been created in the system. To navigate on
the next set of records, click the page number at the lower right section of the
screen. Choose and click record. Click Edit Record

2.

In the Clauses and Warranty screen, edit information. Click Save to effect
changes. Otherwise, click Cancel

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3. In the Clauses and Warranty Confirmation screen, click OK.

2.4 Delete Clauses and Warranties

1.

From the Warranties and Clauses List (section 2.2.2.2above) screen, the
system will display records that have been created in the system. Choose and click
record. Click Delete Record. To navigate on the next set of records, click the page
number at the lower right section of the screen

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2. In the Clauses and Warranty screen, click OK to delete record. Otherwise, click
Cancel.

3. In the Delete Confirmation screen, click OK.

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Note: User will not be allowed to delete Clauses and Warranties that have been used in
the Package Maintenance Click OK to close the screen.

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