Maintaining Broker Company Data

To Open the Manage Broker Company screen and View the Companies List:

  1. Open the Manage Broker Company screen:

    1. Mouse-over the User Management menu tab and then click the Manage Broker Company item from the displayed User Management menu.

OR

  1. Click the User Management menu tab and then click the Manage Broker Company link on the User Management screen.

The system displays the Manage Broker Company screen.  The screen includes the Companies List grid with the Remove button displayed above the grid and the Add Company heading below the grid.

Each row of the Companies List contains the data for a Broker Company.  The list uses columns to display company data including (from left to right):  Air Carrier, Certificate Number, Name, Email, Is Approved?, Account Status, User Role, and Last Updated On.  The list is initially sorted by Broker Company Name in alphabetical order. 

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

Select Row check boxes and Select All Rows check box:  This grid allows you to select multiple rows (for use with the Remove function).  The Companies List displays Select Row 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).

Enable/Disable buttons and Edit button:  Two command buttons are displayed in each row’s Action column cell, including the Edit button and either the Enable or Disable button.  The display of the Enable or Disable buttons depends on the current activation status of the company:  The displayed link will “toggle” between “Enable” (for a currently deactivated company) and “Disable” after each click of the link.

  1. Use the screen’s Companies List grid to locate the company that you want to work with.

The grid’s scroll bars and page controls allow you to navigate through the list.  When you use the horizontal scroll bar, the Action and Insurance Company Name columns stay in view and the remaining columns are scrolled into view from right to left.

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 using the display’s fields and controls:

  1. Select the company’s row within the Companies List.

Once selected, the grid row containing the selected account is highlighted and the Row Select check box displays a check mark, after which you can perform data management functions for the company.

  1. Use the Companies List as needed to add, edit, or remove company personnel:

    1. To disable or enable a company (and control its appearance within the system screens), refer to “Disabling or Enabling Company Activation”.

    2. To add a company to the list, refer to “Adding a Broker Company”.

    3. To remove a company from the list, refer to “Removing a Broker Company” (If you want to remove more than one company from the system, click the Row Selection check box for each row to be removed).

    4. To edit a listed company, refer to “Updating Broker Company Data”.

    5. To manage company personnel, refer to “Managing Broker Company Personnel”.

Disabling or Enabling Broker Company Activation

To Disable or Enable Activation for a Broker Company:

  1. Open the Manage Broker Company screen: Click the User Management | Manage Broker Company menu item, or Open the User Management screen and then click the screen’s Manage Broker Company link.

The system displays the Manage Broker Company screen.

  1. Use the Enable or Disable command buttons to manage the company’s activation within the eAIM system:

    1. To enable a company (activating it for inclusion in eAIM screen list boxes and lookups), click the Enable button.

The system changes the company’s status to “Active” (within the row’s Status column) and displays a Confirmation message box alerting you that the enable action has completed.

  1. To disable a company association (removing it from eAIM screen list boxes and lookups), click the Disable button.

The system changes the company’s status to “Inactive” (within the row’s Status column) and displays a Confirmation message box alerting you that the disable action has completed.

Once you have completed the enable/disable action, the company data is updated.

Removing a Broker Company from eAIM

To Remove a Broker Company from eAIM:

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

  1. Using Multi-selection:  If you want to remove more than one list item, click each row’s Row Selection check box.

  2. Click the Remove button.

The system displays a Delete Confirmation message box.

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

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

Updating Broker Company Data

To Update Broker Company Data:

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

    The system displays the Update Broker Company screen.

  1. Edit the Broker Company data as needed:

Broker Company Name (Required):  The official company name of the broker.

Address Line 1 (Required):  First line containing street address of the company.

Address Line 2:  Second line for the company street address.

City (Required):  City/municipality of company residence.

State/Province/Region list box (Required):  U.S. state or province/region of company residence.

Zip/Postal Code (Required): Post zone code of company residence.

Country list box (Required): Nation name of company residence.

  1. Click the Update button (OR, click the Cancel button to abort the process).

    The system saves the data changes, closes the screen, and refreshes the Manage Broker Company screen.

Adding a Broker Company

To Add a Broker Company to the Companies List:

  1. Open the Manage Broker Company screen: Click the User Management | Manage Broker Company menu item, or Open the User Management screen and then click the screen’s Manage Broker Company link.

The system displays the Manage Broker Company screen which includes the Companies List grid with the Add Company heading below the grid.

  1. Click the Add Broker Company heading, displayed at the bottom of the screen.

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

  1. Add the Broker Company data using the displayed fields:

Broker Company Name (Required):  The official company name of the broker.

Address Line 1 (Required):  First line containing street address of the company.

Address Line 2:  Second line for the company street address.

City (Required):  City/municipality of company residence.

State/Province/Region list box (Required):  U.S. state or province/region of company residence.

Zip/Postal Code (Required): Post zone code of company residence.

Country list box (Required): Nation name of company residence.

  1. Click the Add button (OR, click the Cancel button to abort the process).

    The system saves the data changes, closes the displayed Add Broker Company field group, and refreshes the Broker Company List to include a row for the newly added Broker Company data.