Using the Work Queue

OverviewClosed  The Work Queue screen can be used to start reviewing an operator filing. The screen is used to open the Operator Summary screen which provides access to the filing's details and the operator-related screens opened from the Operator Menu. The user has three optional processes of opening an operator filing using the screen. Note: When you open the Operator Summary screen using the Work Queue, the system will attempt to assign the current Reviewed By value.

To Use the Work Queue screen:

  1. Using your Home Page or Home menu, click the Work Queue link/item.

The system displays the Work Queue screen with a grid and the Open operator workspace command button displayed above the grid.

  1. Use the Work Queue screen to open an operator’s filing in the Operator Summary screen.  eAIM provides three options to open an operator’s filing in the Operator Summary screen:

    1. Option 1:  Open default operator filing using Work Queue grid:

      1. Use the Work Queue screen’s grid to locate (or search for) a task’s list row (See “Searching List Grids (Filtering a List)” for procedures).

      2. Use the grid to select the row for the operator filing that you want to work with.

      3. Click the Open operator workspace command button displayed above the grid.

    2. Option 2:  Open specific operator filing using the Filings sub-grid:

      1. Use the Work Queue screen’s grid to locate (or search for) a task’s list row.

      1. Click the Expand Row ( ▶) button, located in the row’s first/leftmost cell.

        The row’s screen area expands below to display the operator’s Filings sub-grid.

      2. Use the Filings sub-grid to select the row for the chosen operator filing.

      3. Click the Open operator workspace command button displayed above the grid.

  1. Option 3:  Open specific operator filing using a Filings sub-grid row’s Filing ID link:

    1. Use the Work Queue screen’s grid to locate (or search for) a task’s list row.

    1. Click the Expand Row ( ▶) button, located in the row’s first/leftmost cell.

      The screen area for the row expands to display the operator’s Filings sub-grid under the operator’s row.

    2. Use the Filings sub-grid to locate the row for the operator filing that you want to work with.

    3. Click the row’s Filing ID link.

The system displays the Operator Summary screen for the selected operator filing.

  1. Using the displayed Reviewed By assignment and previous Under Review state: When you open the Operator Summary screen using the Work Queue, the system will attempt to assign the current Reviewed By value.  If the filing you are opening is already being reviewed by another insurance analyst or authorized user, the system displays the Under Review By dialog box indicating the review is in progress.

    1. To take ownership of the in-progress review, click the Continue Anyway button. The system will assign you as the latest Reviewed By value and open the Operator Summary screen for the operator filing.

OR

  1. Click the Cancel button to abort the process and return to the Work Queue screen.