Maintaining Broker Company Personnel Data

Each row of the Manage Broker Company Personnel screen’s Personnel List contains the data for a person who is part of the company.  The list uses columns to display personnel data including (from left to right):  Name, Position/Title, Phone Number, Fax Number, and Email.  The list is initially sorted by Name in alphabetical order.

The Personnel List rows include special controls that are displayed in the two leftmost columns:

Row Selection check boxes and Select All Rows check box: This grid allows you to select multiple rows (for use with the Remove function).  The Personnel List displays row selection check boxes in the first/leftmost grid column (and, in this first column’s heading, the unlabeled Select All Rows check box that allows you to select all rows).  Once you select a grid row, Row Selection check box is displayed as checked (and the row is highlighted).

Edit link: The Edit link is displayed in each row’s Action column cell and, when clicked, opens the Update Personnel screen.

Viewing Broker Company Personnel Data

To Use the Manage Broker Company Personnel screen’s Personnel List:

1. Open the Manage Broker Company screen:

   1. Click the User Management | Manage Broker Company menu item.

      OR.

   2. Open the User Management screen and click the Manage Broker Company link

      The system displays the Manage Broker Company screen.

2. Use the Broker Company List to locate the Broker Company that you want to work with.

3. Click the Edit command button displayed within the list’s row.

   The system displays the Update Broker Company screen with the Update Broker Company Form field group and the Update, Cancel, and Personnel buttons located below the field group.

4. Click the Personnel button

   The system displays the Manage Broker Company Personnel screen with the Broker Company Personnel List and the large Add Brokerage Company Personnel button located below the list.  The list’s grid includes data within columns including:  Name, Position/Title, Phone Number, Fax Number, and Email.  The left two columns include a check box and the Edit link.

5. Use the screen’s Broker Company Personnel List grid to locate the person whose data you want to work with.

   You can use the grid’s Search fields and controls, displayed in the top row of the grid, to search for the desired company.  Control the contents and display of the list as needed by clicking the column headings.

   You can now perform company personnel data management functions (such as Removing Broker Company Personnel), as described within the following subsections

6. When you have finished using the screen, click the Back button.

   The system closes the screen and returns to the Manage Broker Company screen.

Removing Broker Company Personnel

To Remove a Company Personnel from a Broker Company:

1. If you want to remove more than one person from a company in the system, click the grid row or Row Selection check box for each row to be removed.

2. Click the Remove button.

   The system displays a Delete Confirmation message box.

3. Click the OK button to confirm the delete action.

   The system removes the person’s row from the list and refreshes the screen.

Adding Broker Company Personnel

To Add Broker Company Personnel:

1. Open the Manage Broker Company screen:

   1. Click the User Management | Manage Broker Company menu item.

      OR.

   2. Open the User Management screen and click the Manage Broker Company link.

      The system displays the Manage Broker Company screen.

2. Use the Broker Company List to locate the Broker Company that you want to work with.

3. Click the Edit command button displayed within the list’s row.

   The system displays the Update Broker Company screen with the Update Broker Company Form field group and the Update, Cancel, and Personnel buttons located below the field group.

4. Click the Personnel button

   The system displays the Manage Broker Company Personnel screen with the Broker Company Personnel List and the large Add Brokerage Company Personnel button located below the list.  The list’s grid includes data within columns including:  Name, Position/Title, Phone Number, Fax Number, and Email.  The left two columns include a check box and the Edit link.

5. Click the Add Brokerage Company Personnel button.

   The screen body area is updated to display the Add Insurance Company Personnel field group.

6. Add the Broker Company Personnel data using the displayed fields:

First Name (Required):  The person’s given name.

Last Name (Required):  The person’s family name.

Position/Title: The company-assigned text for the person’s professional role.

Phone Number:  The person’s professional telephone number.

Fax Number: The person’s organization facsimile number.

Email:  The person’s professional email address.

7. Click the Add button (OR, click the Back button to abort the process).

   The system saves the data changes, updating the Broker Company Personnel List to include a row for the newly added Insurance Company Personnel data.

8. Click the Back button to return to the Update Broker Company screen.

9. Click the Cancel button to return to the Manage Broker Company Screen (Note: Your prior data entry will be retained).

Editing Broker Company Personnel Data

To Edit Broker Company Personnel:

1. Open the Manage Broker Company screen:

   1. Click the User Management | Manage Broker Company menu item.

      OR.

   2. Open the User Management screen and click the Manage Broker Company link.

      The system displays the Manage Broker Company screen.

2. Use the Broker Company List to locate the Broker Company that you want to work with.

3. Click the Edit command button displayed within the list’s row.

   The system displays the Update Broker Company screen with the Update Broker Company Form field group and the Update, Cancel, and Personnel buttons located below the field group.

4. Click the Personnel button

   The system displays the Manage Broker Company Personnel screen with the Broker Company Personnel List.  The list’s grid includes data within columns including:  Name, Position/Title, Phone Number, Fax Number, and Email.  The left two columns include a check box and the Edit link.

5. Use the screen’s Broker Company Personnel List grid to locate the person whose data you want to work with.

   You can use the grid’s Search fields and controls, displayed in the top row of the grid, to search for the desired company.  Control the contents and display of the list as needed by clicking the column headings.

6. Click the Edit link for the chosen person’s row.

   The system displays Update Broker Company Personnel dialog box, which is displayed over the current screen.

7. Use the fields and controls to edit the data as needed:

First Name (Required):  The person’s given name.

Last Name (Required):  The person’s family name.

Position/Title: The company-assigned text for the person’s professional role.

Phone Number:  The person’s professional telephone number.

Fax Number: The person’s organization facsimile number.

Email:  The person’s professional email address.

8. Click the Update button (OR, click the Back button to abort the process).

   The system saves the data changes, closes the dialog box, and returns to the Manage Broker Company Personnel screen.

9. Click the Back button to return to the Update Broker Company screen.

10. Click the Update Broker Company screen’s Cancel button to return to the Manage Broker Company screen (Note: Your Personnel edits will not be cancelled).