Diary (17.2)

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Diary (17.2)

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byRishabh Gupta
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Diaries Overview

Work Process Administration ( WPA ) in RISKMASTER refers to the diary system. The RISKMASTER diary
system offers strong work management capabilities. The diary system messaging function upgrades communication between system users and enables you to send messages and diaries to other users.
You can use diaries to create reminders, and to assign, track, and prioritize tasks.

You can use a diary in three typical work scenarios:

  1. Book marking records or windows for later review or work tasks.

  2. Routing work in a group based on pre-determined thresholds of time or any other criteria.

  3. Automatic, best practice business rule checking and diary creation. Best practices provide the business rules and templates with benefits and pro-active triggers.

You can use different types of diaries in  RISKMASTER:

  1. Referenced diary/ To Do List: A readily accessible, organized list of diary tasks and the due dates for these tasks.

  2. Quick diary/ Book marking: A quick and easy method of book marking claims, by attaching a claim to the diary To Do List. The Quick diary enables the easy retrieval of a claim record.

  3. Auto diary/ Best Business Practices: A tool that enables you to choose a pre-designed task option for frequently used claim types, and to automatically assign common tasks.

  4. Diary Routing: A quick and easy method of sending or assigning a diary task to another user.

  5. Referenced Email: A simple messaging system between system users.

The main processes in Work Process Administration are:

  1. Documentation: You can document events, claims,policies and funds using various software products, such as, smart system functions built into business rules, auto diaries and system utilities.

  2. Administration: You can process and forward records by role and function and use instructions and procedures to further organize work. Use time and event triggers to assist in keeping work on schedule.

  3. Billing and Forecast: You can provide billing information and forecast using Time on Task. Time on Task enables you to assign the time you want to spend on a diary, or to process bills

Working With Diaries

Diary Mock-Up Screen

Creating a New Diary

Performing various Functions under Diary

  • Route A Diary
  • Roll A Diary
  • Void A Diary
  • Diary History

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