COMPUWORK USER MANUAL
1/1/93
COMPUWORK MANUAL
MANAGEMENT
Standard Operating Procedures.................................. 2.0.1
Pro Rata and Short Rate Tables................................. 2.1.1
Monthly Payments............................................... 2.2.1
Expirations.................................................... 2.3.1
Datebook....................................................... 2.4.1
Profiling Introduction......................................... 2.5.1
Use of Profiling............................................... 2.6.1
Regular Profiling.............................................. 2.7.1
Labels from Profiling.......................................... 2.8.1
Automatic Profiling............................................ 2.9.1
Straight Sort.................................................. 2.10.1
String Profile................................................. 2.11.1
Address Book................................................... 2.12.1
Setup Macro / Analyze Macro.....................................2.13.1
Reminder....................................................... 2.14.1
Premium Finance................................................ 2.15.1
Calculator..................................................... 2.16.1
Non-Standard Time.............................................. 2.17.1
Article Index.................................................. 2.18.1
Task Delegation................................................ 2.19.1
Loss Ratios.................................................... 2.20.1
Modify Agency Information...................................... 2.21.1
Commissions.................................................... 2.22.1
Vendor Payments................................................ 2.23.1
Producer Sales Plan............................................ 2.24.1
Large Commercial Submissions................................... 2.25.1
Track Personal Submissions......................................2.26.1
Track Commercial Submissions....................................2.27.1
Transactional Filing............................................2.28.1
Time Card ......................................................2.29.1
User Productivity...............................................2.30.1
Short Cuts/Help Screens.........................................2.31.1
2.0.
COMPUWORK MANUAL
1/1/93
STANDARD OPERATING PROCEDURES
This section was created to hold instructions on prompts that are
received repeatedly throughout this manual section.
All recurring prompts will be assigned SOP (Standard Operating
Procedure) numbers for quick reference. For example, if you see a
prompt with the instructions "SOP 1", turn to this section and locate
the same prompt with it's detailed instructions beside it's assigned
numeral.
SOP #
1....OK (n,p)? Verify your entry. If everything appears
correct, hit return. If you input an "N" you will be allowed
to make more corrections, a "P" will allow you to receive a
printed copy of your input. You must hit return through this
prompt when everything is correct to save the record as
modified.
2....OK (n)? Same as SOP 1 except you do not have the "P"
option to print.
3....OK (n,p,e)? Same as SOP 1 except you may enter an "E"
to exit without saving any changes that have been made.
4....XX Rec # or ? Enter the record number you need
to access. If you do not know the record number, enter some
identifying information that can be found within the record.
The system will use this information to search for the record
you are trying to locate.
OK (n)? The system will bring up a partial record for
you to view. If this is the record you want, just hit return.
If this is not the record you are trying to find, enter an "N"
and the system will continue to search.
5....# copies? Enter the number of printed copies needed.
6....Printer (1-X)? Enter the number of the printer that you
want to send your print to.
7....Letter (y)? If you want to send a letter, enter a "Y".
If no letter is needed just return through this prompt. If you
answered "Y" to this prompt you will receive:
Stored letter (y)? If you want to send a stored letter,
enter a "Y". See page 5.5.3 (Word Processing) for information
prompts that will be received. If you want to send a custom
letter (a letter not stored) answer this prompt with a "N". See
page 5.16.1 (Word Processing) for information other prompts.
2.1.
COMPUWORK MANUAL
1/1/93
PRO RATA AND SHORT RATE TABLES
This selection allows you to make many financial calculations.
Select 2 (Management) from Main Menu.
2 (Payments/Premium)
1 Menu 8 Interest on Balance this month
2 Monthly Payments 9 Schedule of Payments
3 Pro-rata/Short-rate by equation 10 Rate of Return-Mult. Invest.
4 Pro-rata/Short-rate by wheel 11 Lease Interest Rate
5 Return premium by rule of 78 12 Schedule of Payments-constant
6 Julian Year 13 Annuity
7 List Payments 14 Old Prem. Finan.-compute pymt
15 Julian <--> Calender
If you want to calculate the monthly payments and yearly interest
on a constant amount, select 2 (Monthly Payments).
PRINCIPAL AMOUNT (k,m)? Input the amount you want to figure the
Monthly Payments on. You may also put in the number in thousands
using the "K" or in millions using the "M". (i.e., "15000" OR "15K" =
15000. For 15 million you may enter "15000000" OR "15M").
Decimal places wanted? Enter the number of decimals places you
want to see.
Printer (1-X)? SOP 6
INTEREST RATE (%)? Enter the interest rate (i.e. 10 for 10%)
Incremental Interest (%)? Enter the amount of incremental
interest. (i.e., .5)
# OF YEARS (from)? Enter the minimum number of years to be
financed.
# OF YEARS (to)? Enter the maximum number of years to be
financed.
Want yearly interest (y)? To view the yearly interest answer
"Y".
If you want to calculate a cancellation for a 1, 2 or 3 year policy
you should select 3 (Pro-rata/Short-rate by equation). This
selection will calculate the earned and unearned premiums for a
pro-rata or short-rate cancellation, using the number of days in a
year.
Printer (1-X)? SOP 6
Premium? Enter the total policy premium e.g. $100.00 = 100.
Effective date? Enter the policy effective date e.g. 7/1/83.
Expirat? Enter the policy expiration date e.g. 7/1/84.
Calculation date? Enter the date the policy is being cancelled
e.g. 5/1/84.
Calculations will be printed on the printer if you selected a printer
number. If you pressed return at the printer question you will be
viewing the calculations on your screen.
To calculate the pro-rata and short-rate earned and unearned on a 1
UL
year policy using the same factor as the Pro-rata wheel, follow the
steps below.
Select 4 (Pro-rata/Short-rate wheel).
Printer (1-X)? SOP 6
Premium? Enter the total policy premium e.g. $100.00 = 100.
Effective date? Enter the policy effective date e.g. 7/1/83.
Calculation date? Enter the date the policy is being cancelled
eg 5/1/84.
If you are cancelling a Premium Financed policy and need to cancel
by the Rule of 78 follow the procedures below:
Select 5 (Return premium by rule of 78).
Printer (1-X)? SOP6
Amount? Enter the total amount financed. Be sure you include the
finance charge in the premium you enter. Do NOT include late fees or
any other fees.
# of months to maturity? Enter the total number of months the
policy was financed for.
The return premium will be calculated for each month.
To escape press return at the Amount question.
NP
To receive a printout of the Julian Dates:
Select 6 Julian Year.
Printer (1 - 4)? SOP 6
From Year (e.g. 1989)? Select the beginning year for which you
wish to see the julian dates.
To Year? Select the ending year for which you wish to see the
julian dates.
If you wish to receive a listing of loan payments:
Select 7 List Payments.
Principal ? Enter the principal amount.
Interest ? Enter the interest rate.
# of years ? Enter the number of years you want calculated.
Printer (1 -4)? SOP 6
OK (n)? SOP 2
You will then receive a table with calculations.
If you wish to calculate the amount of interest for a particular
amount:
Select 8 Interest on Balance
Balance (k,m)? Enter the amount you want to figure your interest
on. You may also put in the number in thousands using the "K" or in
millions using the "M". For example, to enter a one thousand dollar
amount you would enter 1K or for a one million dollar amount you would
enter 1M.
Interest %? Enter the percentage amount of interest to calculate
from.
Years or months (n,m)? If you want to calculate using a certain
number of years input the number only. If using months to calculate,
enter the number of months followed by "M". (e.g. for 12 months input
12M)
NP
To receive a schedule of payments for a loan with fiscal year
subtotals:
Select 9 Schedule of Payments.
Principal ? Enter the amount of the loan.
Payment ? Enter the amount to be paid each month.
Interest ? Enter the percentage of interest being charged.
End of fiscal year e.g. 2=Feb ? Enter the month number of the
end of the fiscal year you want.
Printer (1 - 4)? SOP 6
Name ? Enter a name for a title.
Start Date ? Enter the date the loan was approved.
You will now receive your payment schedule.
To calculate the average rate of return on an investment plus
improvements:
Select 10 Rate of Return - Multiple Investment.
Title ? Enter the name of the particular item being sold.
Sale price ? Enter the amount the item is being sold for.
Date of Sale ? Enter the date the item was sold.
Investment Amount ? Enter amount spent on any improvements to the
item.
Date ? Enter the date the improvement was made.
Description ? Enter a description of the improvement that was
made.
NOTE: These three preceding prompts will be repeated for as many
improvements as need to be listed. To exit hit return at the
Investment Amount prompt.
Printer (1 - X)? SOP 6
You will now receive your rate of return report.
NP
To calculate the interest rate being charged on a loan amount:
Select 11 Lease interest rate
Printer (1 - X)? SOP 6
Amount financed (k,m)? Enter the dollar amount financed. You may
enter the amount in thousands by using the "K" or in millions by using
the "M". For example to enter the amount one thousand you would enter
1K or to enter the amount one million you would enter 1M.
# of payments? Enter the total number of payments.
Monthly payment? Enter the amount of your monthly payment.
Will now show: Interest rate = XX
Will also show: Error = XX if an error has been made in the
calculation of your loan.
To receive a schedule of payments for a loan with a constant
principal payment:
Select 12 Schedule of Payments - Constant Principal Payment
You will receive all the same prompts as explained under selection
9 Schedule of Payments. Follow all instructions as outlined under
#9.
To receive an Annuity Schedule
Select 13 Annuity
Printer (1-X)? SOP 6
Interest rate earned? Enter the earned interest rate.
Initial Amount? Enter initial amount paid in.
Monthly payment wanted? Enter the desired monthly payment.
Yearly % increase? Enter the % to increase the monthly payment.
Start date? Enter the start date.
To Compute Payments
Select 14 Old Premium Finance Compute Payments
Printer (1-X)? SOP 6
Total Premium........ Enter total premium amount.
Number of Payments... Enter number of payments needed.
CASH Down Payment.... Enter the down payment amount.
Finance Rate (eg .16) Enter Finance Rate in decimal form.
Monthly Payment...... Enter the monthly payment.
Service Charge....... Enter the amount of service charge.
The system will calculate the total amount financed, finance
charge, number of payments, and the deferred payment price.
To change a calendar date to a julian date or vice versa.
Select 15 Julian <--> Calendar
Date? Enter either the calendar or julian date and the system
will calculate the other.
2.2.
COMPUWORK MANUAL
1/1/93
MONTHLY PAYMENTS
The Monthly Payments program was designed as a courtesy to agents. If
you were to make a major purchase to be financed, with this program
you could figure what your monthly payments would be and the yearly
interest. You are able to choose your own percentage rate and the
number of years needed.
Select 2 Management
2 Payments/Premiums
2 Monthly Payments
Principal (k,m)? Enter the amount to be borrowed.
(e.g. 2k = 2000 2m = 2000000)
Decimal places wanted? If it is not necessary to utilize this
selection, hit return. If decimal places are needed, enter the number
of decimal places needed and return.
Printer (1 - X)? SOP 6
Interest Rate(%)? Enter the interest rate: e.g.16 = 16%
Interest (incremental interest %)? Enter the percentage to
increment: e.g. .5 = .5% This will give you a breakdown of four
different percentage rates.
The example entries from the two previous prompts will give you a
breakdown of 16%, 16.5%, 17%, and 17.5%.
Years (from)? Enter the least amount of years you want to figure
payments on: e.g. 5 = 5 years
Years (to)? Enter the highest amount of years you want to figure
payments on: e.g. 7 = 7 years
The example entries from the two previous prompts will give you the
monthly payments if you borrowed the money on a 5 year loan, a 6 year
loan, or a 7 year loan.
After the monthly payments have been printed you will be asked:
Yearly Interest (y)? To receive the yearly interest and the total
interest paid, enter a "Y". If this is not needed just hit return.
Principal (k,m)? If another amount needs to be figured, do so now.
To exit this selection, hit return at this prompt.
2.3.
COMPUWORK MANUAL
1/1/93
EXPIRATION LIST
Compuwork has designed an expiration file unlike most others. You are
allowed to add, change, or delete items. Your expirations are always
on file unless you delete them. They are NOT deleted when you run a
listing. The expiration program even has a summary which will
estimate the total premium due for the next three years based on
renewals. ONLY ITEMS BILLED WITH A TRANSACTION CODE OF 1, 2, OR 4
WILL BE AUTOMATICALLY ADDED TO THE LIST DURING INVOICING.
^1 ------------
Choose 2 Management
^1 -------------------------
3 Policy Expiration Lists
To ADD an expiration:
Select 2 Add.
Julian of Expiration Date? Enter the expiration date and the
system will automatically convert it to a julian date. An example of
how the date should be entered is given to the right of your cursor
(3/1/72).
Client #? Enter your client number.
Class code? Enter the type of business (class code).
Policy #? Enter your policy number. This is very important for
updating purposes. The system searches using the policy number when
under Modify or Delete.
Amount in $? Enter the premium amount (no dollar signs).
Company #? Enter the company number through which this policy was
written.
Description ? You may enter a brief description if you wish. If no
description is needed just return through this prompt.
If you enter the date of an item that has already expired, you will
receive the message, WARNING - EXPIRED!. You may then answer the
OK (n)? question with an "N" and correct the date.
To MODIFY an expiration:
Select 4 Modify.
XX Rec number or ? Enter the policy number for the
expiration you want to modify.
A brief description of the expiration will appear. If this is the
expiration you wish to update press return at the OK(n)? prompt.
If this is not the expiration you want to update answer the "OK(n)?"
prompt with an "N". The system will now continue to search.
When you hit return at the OK(n)? prompt, the policy expiration
will appear. Hit return until you get to the field(s) you want to
update and key the new information.
To escape, hit return at the Rec number or ? prompt.
To DELETE old renewal information:
Select 6 Cull Old Data.
LEVEL I? Enter the LEVEL I code.
XX/XX/XX: Change to? These Xs are variables and will be the last
day of the prior month. If you want to delete everything from the
prior month back, hit return. If you want to start deleting back from
a different date, type in the date you wish to start deleting back
from and hit return.
If you enter a different date than that which the computer shows, you
will receive the date question again, only this time it will show you
the date you have entered to the left of the question. If this is the
correct date, hit return, and the system will begin deleting the old
data.
To DELETE ONE ITEM only:
Select 3 Delete.
Rec # or ? Enter the policy number of the expiration you
want to delete.
NOTE: When deleting one record at a time you need to delete the
highest record number first, and so on down in sequence. If searching
using the policy number instead of the record number this is not
necessary.
You will receive a brief description of the record. If this is the
record you wish to delete, hit return at the OK(n)? prompt. If
this is not the record you wish to delete answer with an "N" and the
system will continue to search. After you have found the correct
record, hit return at the "OK(n)?" prompt.
View the record, then hit return to the bottom of the screen or enter
a backward slash at the beginning of any field to get to the bottom.
OK (n)? SOP 2
NP
Delete (y)? If you want to delete this record answer with a "Y".
If you do not want to delete this record answer with an "N" or hit
return.
To escape, hit return at the next record number prompt.
Compuwork offers a unique three year report advising the number of
renewals each month and the renewal monthly premium total. To run
^1 -------
this SUMMARY follow the procedures below:
Select 7 Summary.
Company # <>=all If you want to run the report for a particular
company, enter that company number here.
Class Code <>=all If you want to run the report for a particular
class code, enter that class code here.
Client # <>=all If you want to run the report for a particular
client, enter the client number here.
Producer # <>=all If you want to run the report for a particular
producer, enter the producer number here.
CSR # <>=all If you want to run the report for a particular
CSR, enter the CSR number here.
Printer (1 - X)? SOP 6
Do you want Plots (n)? A Plot is a graph showing the peak months
and lowest months of renewals for the next two years. The first graph
received is the number of policies coming up for renewal. The second
graph is based on the premium total of these renewals. On the report
itself, "J" stands for January, "F" for February, etc. To run plots,
hit return. If no plots are needed, enter an "N".
To RUN A MONTH of expirations:
Select 5 Run a Month
Printer (1 -4)? SOP 6
Start Date (e.g. 9/1/84)? Enter the date of the first renewal
needed: e.g. 5/1/89.
End Date (or days)? Enter the date of the last renewal needed or
the number of days needed: e.g. 5/31/89 or 31.
Double Space (y)? If you want your report double spaced answer
with a "Y". If double spacing is not needed answer with an "N" or
hit return.
NP
Sort by Producer (n)? If wanted in producer number order press
return only. If wanted in a different order, answer with an"N" and you
will receive another question.
Sort by CSR (n)? If you want to sort by CSR (administrator) hit
return only at this question. If wanted in Company order, answer with
an "N" and you will receive another question.
Sort by Company (n)? If you want your report sorted by company hit
return.
Note: In addition to sorting by Producer, CSR, or Company, the
report sorts by the last 2 digits of the client number to group
clients.
If you sort by producer, the CSR code will print on the list. If you
sort by CSR, the producer code will print on the list.
From Company #? Enter the first (lowest) company # you want a
report for.
To Company #? Enter the last (highest) company # you want a report
for.
You may return through both of the previous prompts to receive a
report for ALL companies.
From Class Code #? Enter the first (lowest) class code # you want
to receive a report for.
To Class Code #? Enter the last (highest) class code # you want to
receive a report for.
To receive a report for all class codes, hit return through both the
previous prompts.
From Producer #? Enter the first (lowest) producer # you want to
to receive a report for.
To Producer #? Enter the last (highest) producer # you want to
receive a report for.
To receive a report for all producers, hit return through both the
previous prompts.
From CSR #? Enter the first (lowest) CSR # you want to receive
a report for.
To CSR #? Enter the last (highest) CSR # you want to receive
a report for.
NP
To receive a report for all CSRs, hit return through both the
previous prompts.
# of copies? SOP 5
When the report is complete, hit return.
Select 1 to return to the Main Menu.
To CULL plus CULL DELETED CLIENTS:
Select 8 Cull plus Cull Deleted Clients.
LEVEL I? Enter the LEVEL I code.
This selection works the same way as #6 Cull old data except it also
deletes all expirations that are stored for clients that have been
deleted.
4/30/88 Change to? See #6 Cull old data for information on how to
answer this prompt.
CHANGE PASSWORD:
9. Change Password This selection allows you to set up a password
resticting access to certain parts of the system. For more information
refer to page 1.19.1 in the Accounting Section of the Compuwork
Manual.
CHECK EXPIRATIONS FOR RENEWAL:
11. Check expirations for renewal This selection compares current
invoices against the expiration file for renewals that might have been
missed. A list can be printed for items found and not found.
List those found (y)? Enter "Y" for yes.
Start Date (eg 7/20/90)? Enter the first date you wish the
program to begin searching the expiration file for.
End Date (or days)? Enter the number of days or the ending date
of the time period you wish to search for. (i.e., To check the month
of October, start date would read 10/1/92 and end date would read
10/31/92 or 31 days.)
PLEASE REFER TO #5 RUN A MONTH FOR ADDITIONAL PROMPTS RECEIVED.
2.4.
COMPUWORK MANUAL
1/1/93
DATEBOOK
Datebook serves the same purpose as an appointment book, only it is
computerized. This feature can also be used to schedule reviews and
raises for personnel in your office. When used properly, datebook can
eliminate the clutter of a desk calendar and file or file box
presently used to hold suspensed items. The Datebook can be accessed
through Management or by entering a capital "D" at the Main Menu then
hitting return.
^1 -----------------------------
HOW TO ENTER A NEW MESSAGE...
Select 2 (Management) from the Main Menu.
5 (Datebook)
2 (Add)
Date? Enter the date of your appointment or the date you wish
the message to appear, (e.g. 12/15/82). If you have an annual
message, recurring each year, enter the month and day only. This
will eliminate the message being deleted when you cull past due
messages (e.g. 12/15/). Note: Be sure to end date with a slash (/).
Time? Enter the time of your appointment, hour:minutes and P for
PM. It is most important to leave the 6th position blank if the time
is AM (e.g. 12:00P or 11:00 ). Return if the time is not needed.
Person's ID #? Enter your producer, administrator or employee
number.
Message? Enter your message or appointment scheduled, up to 60
characters.
OK (n)? SOP 2
To escape, press Return through an entire blank record, or enter a
backward slash and press return again at the OK message.
^1 ------------------------------------
HOW TO CHANGE MESSAGE INFORMATION...
From the Datebook menu:
Select 4 (Modify)
XX Rec # or ? SOP 4
Hit return to the incorrect field, and key the correct information
on top of the old information.
OK (n)? SOP 2
^1 -----------------------------------------
HOW TO RUN OR PRINT DATEBOOK MESSAGES...
There are 3 print routines. You can run today's messages only
(today meaning today's date on the system), you can run several days
of your choice by the person's ID number, or you can list everything
you have on the Datebook file for one person at a time. All print
routines can be printed on screen or printer.
RUN TODAY- Select 5 under Datebook.
Printer (1-X)? SOP 6
RUN SEVERAL DAYS OR PEOPLE - Select 6 under Datebook.
Printer (1-X)? SOP 6
Start date e.g. 8/11/82)? Enter the date to start searching for
messages and press return.
End date or days? Enter the date to stop searching for messages.
e.g. 9/1/82 and press return. Or you may enter the number of days you
want. e.g. 30.
From Employee ID #? Enter the first ID number that you need
messages run for.
To Employee ID #? Enter the last ID number that you need messages
run for.
To escape, hit return at the employee ID number message when all
necessary messages have been run.
LIST 1 PERSONS MESSAGES - Select 8 under Datebook.
Printer (1-X)? SOP 6
Employee ID #? Enter the person's ID number that you need the
messages run for. To escape, hit return at the employee ID number
message when all necessary messages have been run.
^1 -------------------------
TO DELETE OLD MESSAGES...
Select 7 (Delete Past Due Messages) under the Datebook menu.
# of prior days to keep? Enter the number of days you want to
keep and press return.
Limit to employee #? If you only want to cull messages for one
employee enter that employee's number. To cull all messages just
press return.
LEVEL I? Enter your LEVEL I code to continue. Past due messages
will now be deleted. If you hit return at this prompt you will be
returned to the Datebook menu and no messages will be deleted.
^1 -----------------------------------
TO DELETE ONE MESSAGE AT A TIME...
Select 3 (Delete) under the Datebook menu.
Record # or ? SOP 4
OK to delete (n)? If you really want to delete this message press
return only. If you made a mistake enter "N" and press return.
^1 -------------------------------------------
TO GET A SUMMARY OF ALL DATEBOOK ENTIRES...
Select 9(Summary) under the Datebook menu.
Printer (1-X)? SOP 6
^1 ---------------------------
TO GET A LASER CALENDAR...
10 Laser Calendar - See your Compuwork Laser Manual section,
located in Word Processing, for more information on the Laser
Calendar.
Printer (1-X)? SOP 6
Date to use (e.g. 12-1-90)? Enter the date in dash form.
# of copies of each? Enter number of copies needed.
From Employee #? Enter employee number to begin.
To Employee #? Enter employee number to end.
OK (n)? SOP 2
11 Empty Laser Calendar - This selection prints a calendar without
datebook information.
12 Change password - This selection allows you to set up a
password restricting access to certain parts of the system. For more
information refer to page 1.19.1 in the Accounting Section of the
Compuwork manual.
13 Check Schedule - This selection will display appointments on
the screen for a selected time frame.
Printer (1-X)? To display on screen press return only.
Employee ID? Enter employee number.
(+n) n= number of weeks, +1 = 7 days, +2 = 14 days.
(-n) n= number of weeks, -1 = 7 days, +2 = 14 days.
(p) p= print.
(m#) m= modify #= number from the right hand side of the
screen.
Allows you to modify the record from this selection.
(d#) d= delete #= number from the right hand side of the
screen.
Allows you to delete the record from this selection.
( a) a= add.
(<>) return to menu.
14 Laser calendar and reminder This selection will print
reminders on the laser calendar for selected employees.
Want TO ID <>=FROM (y)? Press return only.
Printer (1-X) SOP 6.
Font #? Press return.
Date to use (eg. 12-1-90)? Input date.
From Employee ID#? Input employee number to start printing.
To Employee ID#? Input employee number to end printing.
2.5.
COMPUWORK MANUAL
1/1/93
PROFILING INTRODUCTION
Profiling is a unique feature of the Compuwork System that allows the
user to utilize the large quantity of information he has amassed on
the system to create reports, letters, and/or labels to best suit his
needs. Profiling has four levels of operation: profile, sum, sort,
and print.
1. PROFILE is a way of searching your data for certain
information. If you had a stack of paper with your clients' name,
account number and current balance and need only those clients that
owed you $100 or more, you would look at each sheet of paper then at
the current balance field and decide whether or not that client met
the criteria.
2. SUM a field allows the computer to add up an amount field as
it profiles. This can save you time. On the example given above, if
you want a total of what is owed you on the accounts that are over
$100 instead of you going to a calculator and adding all those
balances that were over $100 the computer will do it for you.
3. SORTING the material that you have profiled in operation #1
above is "optional". Suppose you would like those clients found above
to be presented in a particular order; this is the sort function. If
you don't care about the order, you would not exercise this option.
The sort requires you to tell it which items you wish to sort by.
Suppose you want the above list to be in alphabetical order. This can
be done by sorting using field #9 Keysort.
4. PRINTING - After the data has been picked through, summed up
and sorted out, then it may be presented in several ways. You may
print a report of your information containing only what you wish to
show, totally independent of what was used in steps 1 & 3. If you
only want the name and current balance listed on a report, you may do
so.
You may send a stored letter to those meeting your criteria. The
stored letter must be prepared under Word Processing.
You can also produce mailing labels for those clients.
You can load a Lotus 1-2-3 disk.
In summary, there are four main types of presentation; report,
letter, label, and Lotus.
2.6.
COMPUWORK MANUAL
1/1/93
USE OF PROFILING
This section outlines the options you have under the Profiling menu.
There are several items on the PROFILING ANALYSIS menu to allow
you versatility, in general:
2 (Profiling) is used to generate reports.
3 (Form Letter) is used to send letters stored under Word
Processing to any name and address in the system.
4 (Custom Letter) is used to type a letter then store for
printing to any name and address in the system. Once printed it is
gone.
5 (Labels) is used to generate mailing labels.
6 (Straight Sort) is used to sort large files rapidly without
profiling.
7 (Set up SPREADSHEET) is used in conjunction with your PC
Lotus program.
8 (Find a ) is used to locate items containing
certain groups of characters or a string of information within
each record, (e.g. searching for "Peachtree" and "Atlanta" in the
client file one could receive a report for each client located on
Peachtree Street in Atlanta).
9 (Rerun current sort) allows you to reuse a sort already
done.
10 (Disk file) allows you to profile information that is
stored on a floppy diskette.
11 (Change from device E) is similar to selection #10 but not
normally used. For more information contact Compuwork.
12 (Stored sequence) allows you to use a stored profile
sequence for future use.
13 (Change sequence / Print as a form) allows you to exit to
another menu to add or modify a stored profiling sequence. You may
also print out any of the selections in a form format.
15 (String Profile) is used to reduce profiling time when
using fields that are alphanumeric.
NP
SPECIAL NOTE: When the client file has been the object of a sort,
the question Save This Order (y)? appears. If you need to save
this sort for future use to print client activity, client labels,
etc., you would answer with a "Y" and return. The second time you are
asked this question enter a return. Then when you are printing labels,
etc., and you are asked Sorted File (y)?; enter a "Y" and return,
and they will be printed in the order you profiled. Normally you
might save a sort under Straight Sort, but not under Regular
Profiling.
The procedures on Regular Profiling, Straight Sort, and String
Profiling are listed on the following pages.
An example of when to use Straight Sort and when to use Regular
Profiling: To sort your aged receivables for past due notices you
would use REGULAR PROFILING since you "don't need all" clients, only
the ones that are past due. For a complete customer listing sorted in
alpha order by keysort, you would use STRAIGHT SORT because you "need
all" the clients printed and not just a portion.
2.7.
COMPUWORK MANUAL
1/1/93
REGULAR PROFILING
This selection allows you to use information stored in the system to
create reports, send letters, create labels, etc.
Select 2 (Management).
7 (Profiling)
2 (Profiling)
Printer (1-X)? If you want your profile printed, enter the
printer number, otherwise just hit return through this prompt. If you
are profiling to print letters or are going to sort the profile a
printer number will not be necessary at this time. If you are
profiling to get a listing of general ledger numbers, clients, etc.,
you could request a printed copy now.
Which One? Enter the item number for the category you wish to
profile (where you would like to get the information from).
NOTE: There are many selections listed on this menu.
Listed below is a brief description of some you will
probably use most. Some of the accounting related files
ask for a password that will allow limited access. This
password will be the same password used when printing
checks or accessing "Modify Agency Information" (pg 2.21.1).
1 Client - These are your clients. Contained here is all the
information you entered under Add a Client along with Current Balance
and Initial Balance. If you wanted a list of your clients you would
select 1.
3 Company - These are your companies. If you needed a list of your
Insurance Companies and their Company numbers you would choose this
selection.
4 G.L. Number - This is your General Ledger. If you needed a list
of your General Ledger numbers and their headings you would select 4.
15 Producer - These are your producers. If you needed a list of
your producers and their numbers you would select 15.
29 Label II - These are your off-load labels. If you are profiling
your labels, be certain you make the correct label selection.
36 Address book - This is your address book. To profile
information that has been entered into your address book you would
select 36.
NP
40 Label 1 & 41 Label 2 - are two label selections.
47 Basic Policy - If you are Adding Policy information under
Client Services, the screen that gives you Type, Policy Number,
Effective and Expiration date, Company #, # of items and Premium is
called the Basic Policy screen. If you have been on the system a
short time and unable to use the expiration file, but have entered all
your policy information you might like to generate an expiration list
from this file. Another use for profiling is to find out how many
Personal Automobile or Homeowners policies you write with a particular
company. To use this selection enter 47.
The selections named Commercial Auto, Misc. Ins., Workers Comp.,
Personal Auto, Homeowners and Property are the items you would
enter under Add a policy.
50 Policy - Applies to Cincinnati Policy issuance.
Send a letter,s (y)? If you wanted to send a letter stored under
word processing for the category being profiled, enter a "Y" ,
otherwise, just return through this prompt. If you are sending a
letter the following 6 questions will appear.
Letter #,f=priority ? If you want to send your letters to the
priority automatic notice file instead of the regular automatic
notice file answer this prompt with a "F". You will now receive
this same prompt again so that you may enter your stored letter #.
If you want letters to go to the regular automatic notice file,
enter the letter # the first time you receive this prompt. Please
be careful not to make an error while entering your letter number.
The letter number should begin with a Capital "L" do not enter a
lower case "l" or a "1" (one). "L" should be followed by a 0
(zero) this is a numeric ZERO. DO NOT enter an alpha "O".
# copies? SOP 5
Salutation? If you are sending letters to a file that
contains a Salutation field, by pressing return only at this
selection the system will pick the salutation. Some of the
selections that have the salutation are the Client, Address Book,
and Label. If you do not want to use the salutation that's
stored, just key in a new salutation. This will not change what's
stored but will print what you have keyed on the letter. If you
do not want a salutation at all, key in an * (asterisk) and press
return.
Signed? Enter the person's name that is sending the letter.
There will not be a place to put the persons title when sending
letters through Profile. If you need to enter a title some
options are as follows:
a) Enter the persons name then a comma and their title. For
example John Doe, President and press return.
NP
b) The second option is to type the close in the body of
your letter in Word Processing (be sure you use the NC command
at the end of your letter). That way the system will not close
the letter.
Enclosure? You will receive this prompt three times. You may
enter enclosures, a P.S., c.c., etc.. If you do not need to enter
anything in these prompts just return through them.
# fields to insert? If your letter contains a backward
slash, this would be an insert. Under profile, send a letter, the
only thing that can be inserted are the fields listed on the
screen. If you were sending a client a letter telling him what
his current balance was you would put a 1 at this question. Your
screen will scroll up and show you the fields that can be
inserted and you will receive the first insert question. On this
example at the Insert 1? you would key in 20 for current
balance and press return. If you do not have inserts, press
return only.
# OF FIELDS TO PROFILE <>=all? This is probably the most
confusing question you will receive. To understand what is needed at
this question be sure you have read the Profiling Introduction, page
2.6.1. Look at the list of fields on your screen. Decide whether or
not you want a select portion of this file. If you want the whole
file for a sort or for printing you can just press return only.
Remember, this question is not asking what you what to print or sort
and this question has nothing to do with the print or the sort.
A good example is if you have chosen #1 Client file to be profiled and
you want just the clients for producer 101 then you would need to
profile one field. You would enter a 1 at this question. This
question is not asking what field to profile it is asking how many of
the above fields will it need to look at. You can profile up to 10
fields. See page 2.7.7 of this Management section for information on
profiling, sorting, or printing using client.
If you pressed return only at the # of fields to profile question you
will move right to # of fields to SUM. If you entered information
at this question, you will receive the following additional questions:
FIELD #? Enter the first FIELD # to be searched. In this case,
you would enter the field # for producer because you need to search
for the all the clients with producer 101.
1 = NUMBER, 2 = STRING, 3 = DATE, 4 = EXACT, 5 = CHAR? This
question is asking if the field you chose to profile is a number, a
string, a date, an exact string, or a particular character within a
field. You would enter a 1, since producer is a number field. A
string is a combination of alpha and numeric character or just
alpha characters in a field. A good example of String would be a
policy number field or a name field. Date would be an effective or
expiration date on a policy, or client's birth date. An exact
NP
string is a combination of alpha and numeric characters or just
alpha characters that would be exactly the same on all records. A good
example would be to profile all your clients in Marietta. Marietta is
an EXACT STRING. Character profiling would be used when trying to
locate a particular character, alpha or numeric, that is mixed in with
other characters within a certain field.
Now, the program knows how many fields you want to profile. It knows
the first field to profile (producer) and it knows whether to look for
numbers, a combination of numbers & alpha, a date, an exact phrase,
or a particular character. The next question tells the computer FROM
what TO what.
If you are profiling an Exact string, the following Less than question
will not appear. On an exact string you would receive only one
question "Greater than or equal To?". Since an Exact string has no
variable, it will be exact.
GREATER THAN OR EQUAL TO? This question is asking what is the
LOWEST variable it should look for. In the example of the clients
for one producer we would enter 101. We do not want any producers less
than 101. If this was an alpha field we were profiling A, would be
the lowest on up to z. The whole alphabet is greater than A and
nothing is greater than z. If you were profiling an amount field and
the amount was a debit you could say Greater than 0 (zero). This
would give all debit amounts greater than 0. If you wanted credit
amounts, -.01 would be the lowest and a credit amount like
-99999999.99 would be the highest.
LESS THAN OR EQUAL TO? You would enter the HIGHEST variable
number. In the example of the clients by producer you would enter 101,
since you only want producer 101. If you wanted producer 101, 102 and
103 you would enter 103. This would give you everything between
producers 101 to 103. If an alpha field is being profiled you could
enter Z because everything is less than Z.
If we had chosen 2 fields to profile, you would receive a second
FIELD # message. Here you would enter the second field number
and return. The questions would than repeat themselves beginning with
the 1=Number, 2=String, 3=Date, 4=Exact String.
# of fields to sum? If you would like the computer to total an
amount field or several amount fields, enter the number of fields you
wish to have totaled. To bypass this,press return.
If you asked for a field to be summed, the computer will now ask which
field to sum:
NOTE: If you plan to "sort" the file you will need to "sum" it
after the sort or your totals will print only to the screen
Field #? Enter the field number you wish to have totaled and
press return.
NP
OK (n)? SOP 2
Sort (y)? If no particular order is needed for your profiled
information, just press return and you will move on to a print
message. If you need your profile to be sorted, enter a "Y" and
return. For example if this list of clients for producer 101 needed
to be in alphabetical order you would answer this question with a Y
and press return.
You will now get the question # of fields to Sort? we would enter
a 1 for one field to sort. At the Field #? question we would
enter a 9 for Keysort. If we were getting a client list for producers
101, 102 & 103 in alphabetical order, we would answer the number of
fields to sort question with a 2. The first field # to sort would be
8 for producer number this would put all the 101 then all the 102 then
all the 103 together. Then at the second field # question we would
enter 9 and it would alphabetize the 101 then the 102 then the 103. If
you choose to sort by an 8 character field, you will receive the
prompt Date (y)?. If you are sorting by a date, answer this prompt
with a "Y". If you are not sorting by a date just return thru this
prompt.
Note: Before entering the number of fields to sort, read
the following on Client Fields.
After receiving the "Sum" question you will receive a prompt for
Field Subtotal? Enter the field number you would like the system
to subtotal after. This is best used after you "sort" your file.
For example, if you would like a list of all your policies and have
the system subtotal after each company. Sort your file by company
number then subtotal field #6 (company).
Client Fields (y)? If you are sorting the client file you must
press return at this question. However, if you were sorting a file
other than the client file and want to sort by a field that is not
contained in that file but is contained in the client file you would
answer this question with a Y and press return. A good example of
when to answer this question with a Y is when you are profiling the
Basic Policy information and wanted the policies sorted by producer or
CSR. Neither the producer nor the CSR number is listed on the basic
policy screen, but, they are in the client file. To use client fields
to sort by follow the procedures below:
Remember to include the client field in the number of fields to sort.
If you were sorting your basic policy information by expiration and by
producer (which is a client field) you would enter a 2 for number of
fields to sort. At field number you would enter the client field
first, since we want our list by producer then in date order for each
producer. To figure the field number for a client field take the last
available field with a description, shown on your screen, for the file
you are sorting. The last field with a description that is listed for
Basic Policy is field number 8 (blank fields don't count) then add
that to one of the following:
NP
7=Producer
8=Administrator
9=Keysort
Note: Field # 7 when profiling the client file is the producer
field. The client file under profiling is where the numbers to the
left of our examples can be found.
You will now use the following formula:
Take 8 (last field with a description in the file you are profiling) +
7 (the number of the producer field in the client file under
profiling)= 15 - 3 (always the offset) = 12 (formulated producer field
#). At Field #? Enter a 12 and press return. Then at the
second Field #? Enter 4 for expiration.
At the Client Fields question answer with a Y and press return. Then
you will receive another selection that will look something like
this:
1 12
2 4
Which one?
At the Which one question, it is asking which one of the above
selections is the client field, so enter 1 and press return. Now it
is asking for the field length. The producer field is three characters
long so enter a 3 and press return. Which one? will appear again.
To escape just press return at this question. For more information on
using a second client file during profiling see page 2.7.7.
After the sort is completed you will receive the prompt Save this
order? Press return only at this question. The only time you will
answer this question with a Y is if you are going to leave profiling
and and want to pick up this sort from another program. For
example if you wanted to run Client Activity which is in
accounting and wanted to use a sorted file you will answer this
question with a Y and return.
After the sort routine is finished you will return to the Profiling
menu. Now the Menu will read PROFILING ANALYSIS . To print
your report, select 2 (Profile). To run client activity etc.,
exit, then select the appropriate Main Menu item for printing. When
you are asked "Sorted File," enter a "Y" and return. If you sort the
client file, refer to the SPECIAL NOTE under USE OF PROFILING on page
2.6.2 of the Management section of your Compuwork Manual.
Printer (1-X)? SOP 6
NP
Send a Letter,s (y)? At this point, if you would like to send a
letter answer "Y". If you have sorted your file and would now like
to receive the "# of fields to sum" prompt enter an "S".
# of Fields to Print? How many fields do you need printed on
this report?
For the example given on the producer, we will probably want to print
the client's name, the 2 address lines, and the producer number.
Under # of Fields to Print? we would enter 4 and press return.
At the Field #? question we would enter the first field number we
want to print. Since we entered 4 fields to be printed we will
receive 4 Field #s to input. If you should make a mistake here, just
hit return at Field # and you will return to # of fields to print?
XX Long Field Limit <>? If you were printing a long field and did
not need to view the entire field, enter the number of characters
needed and return. To print the entire field, just hit return.
Client fields (y)? See client fields under sort.
OK? If entries are OK press return.
After the profile and/or print is complete, you will return to
the profile menu, select 1 to return to the Main Menu.
2.7.
COMPUWORK MANUAL
1/1/93
EXAMPLE FOR ALLOWING PROFILE OF A SECOND CLIENT FILE
This example will explain the basic concepts for profiling using a
second client file also. It will include all prompts that arise with
the use of this program and explanations for each. When the basic
concepts are understood, you will be able to receive numerous reports
using this feature.
NOTE: Before trying to use the following formula, you should go
into profiling and at "Which one?" enter a 1 for Client. Next, find
the field you are going to profile by and it's field number in this
file. For example, we will be profiling by the producer field so we
will need to know that its field number is 7. This number will be used
in our formula. Now you would exit profiling and start on our example.
Profiling #47 Basic Policy by Producer
From the Main Menu:
#2 Management
#7 Profiling
#2 Profiling
Printer (1-X ?) Enter your printer number if you are not going to
use the sort feature. If you sort, you will receive an additional
printer question after the sort is complete.
Which one? Enter the field you want to receive your information
on. In this case #47 Basic Policy.
Send a Letter (y)? You may send a letter to those meeting your
criteria. The letter must be set up under Word Processing.
# of fields to profile <>=all? This prompt is asking how many
fields you want to profile by. We are profiling by only one field, the
producer, so at this point we would enter a 1. We want to profile the
Basic policy file by producer (the producer field is a client file
field and does not show up under Basic policy as a profile selection).
Field #? This prompt is asking which field we want to profile by.
We want to profile by the producer field. As noted above, the producer
field does not show up on the Basic Policy profile screen. We will now
use a formula that will enable the system to locate the producer field
in the client file so we can use it to profile.
NP
To find the correct field number we will use this formula:
Note the last field on your profile screen, in
this case for Basic Policy, which has a description.
In this example it would be field #8. Note: There
is a field #9 but it has no description, just a 8
number.
Next add the field number of the field you want
to profile by. The producer field under the client +7
is #7.
Now because the client screen is offset by 3, you -3
would subtract 3. _______
So now by using the above formula our field number 12
will be 12. So at the "Field #?" prompt you would
enter a 12.
1=Number,2=String,3=Date,4=Exact,5=Char? This prompt wants to know
what type of field you are profiling. Since we are profiling by the
producer field we could enter a 4 for exact. Exact is used since we
are searching for one particular producer. We would choose 1 for
number if we wanted information from one producer number to another.
Greater than or equal to? Enter the producer number you want the
Basic Policy information for. In this example we want all Basic policy
information for producer 101. So at this prompt we will enter 101.
# of fields to sum? If you would like the computer to total an
amount field or several amount fields enter the total number of fields
you want to sum. In our example we are going to bypass this option so
we will just return at this prompt.
OK (n)? If everything is correct up to this point just hit return.
Sort (y)? If you need this file in some particular order enter a
"Y" and sort as you would under regular profiling. For our example we
are going to bypass this option so we will just return at this
prompt.
#of fields to print? This question is asking how many fields do
you want to print on this report. For this example we are going to ask
for 4 fields to print, (ie policy #, client #, producer #, CSR #).
You will use the previously discussed formula to enter the correct
field numbers for both the producer and CSR because as you can see
they do not show up as print selections.
Field #? 2 (Policy Number)
15 long field limit <>? Just enter a return.
Field #? 8 (Client #)
Field #? 12 (producer # found by using formula)
Field #? 13 (CSR # found by using the formula)
Client fields (y)? Since the producer and CSR fields are client
fields you will answer this prompt with a "Y". This tells the system
to look in the client file.
You will now receive a menu that looks like this:
1 2 0
2 8 0
3 12 0
4 13 0
Which number? This prompt is asking you to define the print
lengths for the fields you calculated. Start by entering a 3. 3
represents the first field you calculated, #3 Producer number.
Print length? Enter how many characters long the field is you want
to print. Since the producer number is 3 characters long you would
enter 3. You will now see a 2 where there was a 0 beside selection 3.
(Note: The actual print length will not be shown but will be converted
by the system. In this case from your input of 3 to a 2.)
Continue to answer these prompts for the remaining calculated fields.
(4) CSR # = 3 characters long.
After all print lengths have been entered, hit return at the "Which
number?" prompt.
OK (n)? If everything has been entered correctly up to this point,
hit return.
The system will now begin to profile your Basic Policy file by the one
producer number we chose. All the selections we chose will print, in
the order we input them, on our report.
REVENUE CALCULATION BY PROFILING
If you select any invoice file for profiling amount, company
commission, or producer commission fields they will be converted to
dollar amounts with the correct signs. These fields can be summed and
printed.
Field 57 = Agency Revenue (premium amount) using correct sign.
Field 58 = Agency commission (revenue) in dollar amount.
Field 59 = Producer 1 commission in dollar amount.
Field 60 = Producer 2 commission in dollar amount.
MULTI-LINE OUTPUT FOR PROFILING
To allow control of several fields of printing from profiling, a
carriage return, line feed option has been added to the print fields.
Print field 0 will do this, and an additional question "tab" to space
over to start the new line. For example if you profiled the client
file and wanted a list of consisting of Client Number on line 1,
Client name on line 2, Address on line 3, and Address on line 4 you
would answer the # of fields to print as follows:
# OF FIELDS TO PRINT? "8"
FIELD #? "2"
FIELD #? "3"
30 LONG FIELD LIMIT <>? "RETURN"
FIELD #? "0"
TAB? "7"
FIELD #? "4"
30 LONG FIELD LIMIT <>? "RETURN"
FIELD #? "0"
TAB? "7"
FIELD #? "5"
30 LONG FIELD LIMIT <>? "RETURN"
FIELD #? "0"
TAB? "7"
FIELD #? "6"
SORT FILE AND SUM FIELDS
Profile and sort the file as you normally would. When you go back
into profiling answer the prompt Send a letter,s (Y)? with a
"S", then answer the # of fields to sum question with the number of
fields you wish to sum and the field subtotal prompt with the field
number you sorted by.
2.8.
COMPUWORK MANUAL
1/1/93
LABELS FROM PROFILING
To print labels for mailing, file folders or roledex cards, and use
the information already stored in the computer to print these labels,
follow the instructions below:
There are several ways to print labels from profiling:
You can go into selection 2 (Profile) and profile a select
group of information then sort the information in some kind of
order. To do labels this way see manual write ups on Profiling and
Sorting. After you finish the sort routine and return to the
PROFILING ANALYSIS <> menu you would select 5 (Label) and
follow the procedures below:
Printer (1-X)? SOP 6
Send a letter,s (y)? If you would like to send a letter to
automatic notice printing to be printed later for these labels
enter a "Y". To bypass this selection press return only.
The next 6 questions will only appear if you answered Send a Letter
with a "Y".
Letter #,f=priority ? If you answered the above question with
a "Y" then you will receive this question. If you want to send
your letters to the priority automatic notice file instead of
the regular automatic notice file, enter a "F". You will now
receive the same prompt again so that you may enter your stored
letter #. If you want the letters to go to the regular automatic
notice file, enter the letter # the first time you receive this
prompt. PLEASE be careful when entering your letter number.
There is nothing worse than 2000 bad letters in Automatic Notice
printing that you can't use!!!!!!
# copies? SOP 5
Salutation? If you press return here the system will pick up
the salutation from the file you are printing labels from. If
there is no salutation in that file the computer will put Dear
Client:. If you want to enter a different salutation key it in
to the right of the question mark. Remember, this will be for
all letters generated.
Signed? Enter the person's name sending the letter.
Enclosure? You will receive this prompt 3 times. You may
enter enclosures, a P.S., c.c., etc. If you do not need to enter
anything in these prompts just return through them.
How many fields to insert? If your letter contains a
backward slash, this would be an insert. Under this selection
the only things that can be inserted are the fields listed on the
screen. If you enter a 1 here and press return, your screen will
scroll up. These will be the only fields you can insert.
How many labels of each? Enter the number of labels for each
record you want printed. If you just wanted 1 label you would
enter a 1 and press return.
Laser (y)? If you are going to print your labels on the Laser
printer, answer this prompt with a "Y". If not using a Laser,
just return thru this prompt.
Add fields (y)? The system normally prints labels as
follows:
Attention Line
Company Name
Street Address or Post Office Box
City, State and Zip
These labels will be printed 3 across. If you wanted to
change the way the system prints labels you would answer this
question with a "y" and return. If you are happy with the way
the system prints the label press return only.
If you answered the Add Fields with a "Y" you will receive the
following 8 questions:
3? This is the number of labels it will print across. If
you are printing labels that are single, you would enter a 1 here
and press return. If you are using the standard three across
labels, press return only.
6? This is the number of available lines on the standard
labels. If your labels are long, enter the number of printed
lines your label could hold. Otherwise, press return only.
36? This is the width of the standard label in characters.
If your label is wider, enter the number of characters your label
could hold. If using the Laser, it will read 33.
5? This is the maximum number of printed lines. If you want
to increase or decrease, enter the new value and press return. Be
careful here, this value needs to be 1 less than the number of
available lines you enter above.
0? This 0 (zero) is the margin. Entering a 5 here would move
the print over to the right 5 characters. Normally you would just
return thru this prompt, but if you wanted to adjust the margin
you could do it with this prompt. It will read 1 when using
the Laser.
0? The 0 (zero) means use standard set up in the print,
Attention Line first, the Company Name on the next line,
etc. If you want to change this enter a 1. The 1 means
you want to input your own print format. A good example
is if you wanted your labels to show producer number and
phone number along with the Name and Address.
34? This will allow you to limit the print length on your
labels. It will read 30 if using a Laser.
0? This seletion is used to change the Font (print style).
For any printer other than a Laser you will just hit return. If
using a Laser it will read 9. This is the Font your print
will default to if you enter a return. To change the Font enter
the Font # you want to use.
You will now receive the line and the fields for you to enter what you
want printed. The only problem with this is you will need the field
numbers. The best place for you to get the field numbers is under
Profiling, then the file you will be doing these labels from. Each
field is a number, jot these numbers down for easy reference.
Line 1 Field 1? Enter the field number you want to print on the
far left of the top line on your label, for example, 7 for the
producer number, then press return. When you press return Line 1
Field 2? will cover up what you just entered, don't be concerned.
Line 1 Field 2? This is about the middle of your label, still on
the first line. Enter the second field number you want to print on the
first line of your label, and press return. For example 14, the phone
number.
Line 1 Field 3? This would be the right side of the first line
of the label. If you wanted a third field, enter that field number
and press return.
Line 2 Field 1? Line 2 Field 2? Line 2 Field 3?
Line 3 Field 1? Line 3 Field 2? Line 3 Field 3?
This will continue until you have entered the total number of printed
lines you requested. After you have entered the field numbers you
wish to print, the computer will print out 1 line of labels and give
you an OK (n)? If the labels are aligned properly, and the print
is ok, press return, and the labels will continue printing. If you
need to adjust your paper, do so now and answer the OK question with
an "n" and return. You will get another set of labels printed as
before. Continue until you have the paper aligned, then press return
at the OK message.
2.9.
COMPUWORK MANUAL
1/1/93
AUTOMATIC PROFILING
This selection will allow you to store Profiling sequences, that your
agency uses repeatedly, for future use. The sequence will be input and
assigned a number using the following instructions. When you get ready
to run your sequence, all you need do is tell the system which
sequence to run using its assigned number. The system will then run
your profile automatically.
Select 2 Management
7 Profiling
12. Stored Sequence
This menu option will ask for you to Input Sequence ID# and
will display the description of the sequence.
13. Change Sequence
This menu option has 12 sub-options as follows:
1. MENU
Returns to the Main Menu
2. Profiling MENU
Returns to Profiling Menu
3. Create a sequence
4. Modify a sequence
5. Delete a sequence
6. List all sequences
7. ZERO all sequences
This will zero out all sequences
8. Store available files
Not in use.
9. List available files
Not is use.
10. Print a file form
11. Laser print a file form
12. Modify a Laser print a file form
Before creating a sequence, you will need to go through the
profiling routine and write down each step necessary to perform a
certain routine.
EXAMPLE: To profile all CSR#'s and print their CSR codes and Name,
the following steps would be taken:
NP
From the PROFILE MENU
2 Profiling 2
Printer # (1-X)
Which one? 43
Send a Letter (y)?
# of fields to profile?
# of fields to sum?
OK(y)?
Sort (y)?
# of fields to print? 2
Field #? 2
Field #? 3
30 long field limit<>?
Client fields (y)?
OK(y)?
This would generate a list of all CSR #s and their names.
When you create a sequence the following prompts will be
asked. For the above example, you would answer as follows:
ID? CSR codes and Names
Input #1? ? (You must always enter a ? for input #1)
Input #2? 2
Input #3? 1 (or another printer number)
Input #4? 43
Input #4?
Input #6?
Input #7?
Input #8?
Input #9?
Input #10? 2
Input #11? 2
Input #12? 3
Input #13?
Input #14?
Input #15?
Input #16? ( ) Backward slash ends input.
From the PROFILE MENU
REGULAR PROFILE AUTOMATIC PROFILE
13. Change Sequence
3. Create a sequence
ID? CSR Codes and Names
Input #1? ?
Profiling 2 Input #2? 2
Printer # (1) Input #3? 1 (or printer #)
Which one? 43 Input #4? 43
Send a Letter (y)? Input #5?
NP
# of fields to profile? Input #6?
# of fields to sum? Input #7?
OK(y)? Input #8?
Sort (y)? Input #9?
# of fields to print? 2 Input #10? 2
Field #? 2 Input #11? 2
Field #? 3 Input #12? 3
30 long field limit<>? Input #13?
Client fields (y)? Input #14?
OK(y)? Input #15?
Input #16? ( )Backward slash
ends input.
During the create and modify a sequence there are additional codes
you can use.
A (?) question mark in an input field will allow you to input a
reply to a particular question. For example if you were running a
client list by producer code, by putting a ? in the producer code
field the program will stop and allow you to input the correct
producer code. A ? must be used in the first field when you are
running a sequence, so the program will ask for the ID #.
A (+) allows you to add an input item, BEFORE the input field in
which you enter the "+",during modify.
A (-) dash allows you to delete an input item during modify.
A ( ) backward slash ends input or takes you to the OK message.
If the screen bounces around when you do #12. Stored Sequence and goes
back to the Main Menu, there is something input wrong in the sequence
you are trying to run.
To receive a list of all stored sequences:
Select 6 List all sequences.
You should have 7 stored sequences already available on your system.
1) Sort clients by client number
2) Chart of Accounts
3) Client Name & Address list sorted in Alpha Order
4) Client Name & Address list profiled by Producer sorted in Alpha
order
5) Client Name & Address list sorted by CSR and Alpha Order
6) Company Code and Name list
7) List of Employees
NP
To print a record from a file in a form format
Choose #7 Profiling
#13 Change sequence / Print as form
#11 Laser print a file form
Choosing these selections will allow you to print a file, e.g. Client
File, as a form.
Printer (1-X)? Enter your Laser printer number.
Want info overlaid (y)? If you want information from specific
records within the file you choose to be put in as answers on the form
enter a "Y". If you only want the form to print enter an "N" or
return.
Which one? Enter the number of the file you want printed as a
form.
If you answered "Y" to the "Want info overlaid (y)?" prompt you
will now receive the following 2 prompts:
From Rec #? Enter the starting record number of the information,
stored within this file, you want printed as answers on your form.
To Rec #? Enter the ending record number.
Width <>=80? Enter the width needed. Return defaults to 80.
Tab? Enter the spaces to tab over.
Skip Lines? Enter the number of lines to skip down before
printing.
If you are printing to a printer other than a Laser, choose
(10) Print a file form.
2.10.
COMPUWORK MANUAL
1/1/93
STRAIGHT SORT
This selection will allow you to SORT large files much faster than
using regular profiling.
Select 2 (Management)
7 (Profiling)
6 (Straight Sort)
Printer (1-X)? Press return.
Which One? Enter the item number for the category you wish to
sort.
# of Fields to Sort? Enter how many ways to sort the file. For
example, if we were sorting clients for a complete customer list and
needed it in administrator order then alpha order, that would be 2
fields to sort.
For the first FIELD # message enter the number for the
administrator field.
For the second FIELD # message enter the number for the keysort
field.
By choosing administrator, then keysort, you would receive your
customer listing grouped by administrators and each group in alpha
order by customer name.
Sight verify your field choices, and if everything was entered
correctly, press return at the OK message.
If you are sorting the client file, you will be asked Shall I
Save This Order? (See SPECIAL NOTE under USE OF PROFILING, found on
page 2.6.2).
You will automatically return to the Profile Menu. For a listing
select 2 for profiling or for labels select 5.
Printer (1-X)? SOP 6
For remaining prompts, see instructions for Regular Profiling, page
2.7.7.
2.11.
COMPUWORK MANUAL
1/1/93
STRING PROFILING
This selection allows you to profile using partial field information.
Unlike regular profiling, you do not have to profile the total field
information. For example, you could profile all clients numbers
101000 thru 102999 by entering 101 at the "greater than or equal to"
prompt and 102 at the "less than or equal to" prompt. This will give
you all client numbers that contain 101 through 102 in the beginning
of the client number field. There is no certain number of characters
that you must use, but the information you use to profile with must be
located at the beginning of the field.
Select 2 MANAGEMENT
7 PROFILING
15 STRING PROFILE
See page 2.7.1 (Regular Profiling) for instructions on all prompts
that will be received when you choose this selection.
By using this selection when applicable, the amount of profiling time
will be greatly reduced.
Remember when using this selection you must choose #2 Profiling
after sorting to print out your report.
2.12.
COMPUWORK MANUAL
1/1/93
ADDRESS BOOK
Address Book was designed to store the names and addresses of the
people and companies you contact. Address book can be profiled under
Management in order to send letters, run labels for Christmas cards
and mailings, or simply print a paper copy. An additional feature of
Address Book is to store vendors and vendors that are due to receive a
tax form 1099.
To INPUT a new address follow the procedures below...
Select 2 (Management)
8 (Address Book)
2 (Add)
Status? 1 digit code Alpha or Numeric. Can be used for sort:
e.g., 1 can be for Insurance Companies, 2 for personal contacts, V for
Vendor, or T for Vendors that receive a Tax Form 1099, etc.
Look Up? Is for alphabetizing. e.g., Mary Poppins look up would
be a "P" for Poppins. Must be a alpha character and must be in
capitals. If utilizing U.S. Form 1099 Vendor Payments input a "T".
(This will allow checks to post to the Vendor Payments file.) Input a
"V" for Vendors. ( During check entry input the vendor ID number in
the payee field and the name and address will print.)
Employee #? Enter your 3 digit employee, producer, or
administrator number. For Vendors you must enter an assigned 400
series number beginning with 401 - (NOTE: 400 Series numbers MUST
be added in order).
Name? This field must be input for vendors.
Phone?
Home Phone?
Company?
Title?
Salutation? e.g. 1Jones or Dear Mr. Jones
1 of 2? Enter the street address or P.O. Box.
2 of 2? Enter the city, state and zip code.
OK (n,p,e)? SOP 3
To exit, while saving the input, hit return through an entire record
and through the "OK (n,p,e)?" message or enter a backward slash at the
beginning of a field then press return. Press return at the "OK
(n,p,e)?" prompt.
^1 ----------------------------------------
To MODIFY follow the procedures below...
Under the Address Book menu:
Select 3 (Modify).
XX Record # or ? SOP 4
OK (n)? SOP 4
If you hit return at the prior prompt you will now receive the record
you selected to modify. Make any changes necessary.
OK (n,p,e)? SOP 3
XX Record # or ? To exit hit return at this prompt. If you
need to modify another record, follow the previous instructions when
answering prompts received.
^1 ---------------------------------------------------
To DELETE an address follow the procedures below...
Under the Address Book menu:
Select 4 (Delete).
XX Record # or ? SOP 4
OK to delete (n)? Return will delete the record, "N" will return
to the Address Book menu without deleting the record.
To receive a REPORT on your stored addresses follow the procedures
below...
Select 5 Report.
Code ? Enter the status code that you want a report on or hit
return to receive a report on all codes.
Emp #? Input the number of the employee that you want to receive a
report on or hit return to receive a report for all employees.
By hitting return through both the above prompts you will receive a
report on all addresses that you have stored.
Printer (1-X)? SOP 6
To send a PREPARED LETTER to an address, follow the procedures
below...
Under the Address Book menu:
Select 6 Prepared Letter.
XX Record # or ? SOP 4
Letter #? Input the stored letter number of the letter you want to
send to your address.
Signed: ? Enter a signature if needed. If none is needed just hit
return through this prompt.
Enc 1? You will receive three of these prompts in which you can
enter enclosures, a P.S., c.c., etc. If none of these are needed just
return through this prompt.
# of inserts? If you have inserts in the letter you are sending,
enter the total number of inserts.
OK (n, p=priority, d=demand)? If everything is correct up to this
point and you want to store your letter to the regular automatic
notice print file just hit return. If you enter an "N" you will be
allowed to reenter the letter number. To send your letter to the
second automatic notice print file (priority) enter a "P". To print
out your letter immediately, answer with a "D" for demand.
XX Record # or ? Input another record number if you need
to send another letter or hit return to exit to the Address Book menu.
To send a CUSTOM LETTER to an Address, follow the procedures
below...
Under the Address Book menu:
Select 7 Custom Letter.
XX Record # or ? SOP 4
This option works like Direct Type in Word Processing. Refer to
page 5.16.1 of the Word Processing section of your manual for
instructions on answering the remaining prompts received under this
selection.
To enter a DATEBOOK message follow the procedures below...
Under the Address Book menu:
Select 8 Datebook.
See page 2.4.1 of this manual section for information on entering a
Datebook message.
9 Fax cover/Envelope - Blank/Client Will allow you to receive
a Blank Fax cover sheet, a Fax cover or for an envelope for a
existing client. You can also print an envelope or fax cover for
anyone you choose.
10 Fax cover/Envelope - address Will allow you to receive a
Fax cover sheet or an envelope for anyone who has an address
stored in Address Book.
12 Message on Fax cover Will allow you to input a memo that
will be printed on the Fax cover sheet you are sending.
See pages 5.16.2 and 5.16.3 of the Word Processing section of your
manual for instructions on answering all prompts that will be received
when you select any of the above three selections.
To CHANGE your AGENCY FAX # follow the procedures below...
Under the Address Book menu:
Select 11 Change agency Fax # from
If there is no number appearing to the right of selection #11, your
agency has never entered a Fax # under this selection. If there is a
phone number in selection number 11, check to make sure it is the
correct Fax number for your agency.
New FAX #? Enter your agency's Fax number here if none has been
entered before or if the one appearing in the selection number 11
prompt is incorrect.
LEVEL I? Enter your LEVEL I code to continue. This password is to
prevent accidental entry into this selection.
To CHANGE Agency Message that prints on the bottom of Fax Cover
Sheet follow the procedures below...
Select 13 Change Agency Message
New Message ? Enter message you wish to print on cover sheet.
2.13.
COMPUWORK MANUAL
1/1/93
SPREAD SHEET
Spread sheet was designed to allow an agency to do computations and
evaluations of numbers for needed reports. Reports that are now being
hand written or typed on columnar paper can easily be programmed by
you and entered in the system. Spread Sheet was written in an easy to
program language so an agent can design a report to suit his own
personal needs.
Spread sheets presently set up in the system are: an "Underwriters
Worksheet" used to evaluate surety accounts and an "Illustration of
Accumulated Values" used to compute retirement plan proposals.
In this section you will learn how to program spread sheets. The top
of the spread sheet contains Headings, to tell you about the report.
Underneath the heading, come the base numbers called the "P Numbers,"
used to calculate your report. After the P numbers, come your
calculated information in Columns, Rows and Values. When programming,
use the following Indicator Codes for the items discussed in this
paragraph.
H = Heading
P = P Numbers
C = Column
R = Row
V = Value
There is another set of codes used to compute the columns, rows and
numbers called Operation Codes, which are listed below. These
codes must consist of three characters. If only one character
appears, it will be followed by two spaces.
+ = Add
- = Subtract
* = Multiply
/ = Divide
SUM = Sum a column of numbers
NEG = Is a negative value
POS = Is a positive value
ZER = Is a zero value
INP = Input values at run time
XIN = Find a monthly payment
SUI = Sum interest paid for each year
PRV = Principal value
SIM = Simple compounded interest
INF = Inflation - Simple compounding
ACC = Accumulation of data (in a column)
For you to see how a spread sheet works, we will enter an example
titled Income Evaluation. This evaluation will compute net income
based on a person's current income and using an inflation rate for the
next five years.
Select 2 (Management).
10 (Spread Sheet)
5 (New Sheet)
25 Storage #:? This message means you have room to store 25
different forms. What number do you wish to use to store the new
form. If you are unsure of an available number, you can hit return
here then select 8 to run a list of stored sheets and the storage
numbers used. Enter an available number. Although you can only store
25 different forms, you can reuse these forms as many times as needed
and by changing your "P Numbers" you can change your base amounts to
fit your present needs. At this time it will be ok to enter 13.
Input Titles? Enter the heading or title of your choice. For the
example, enter INCOME EVALUATION. Another question mark will appear.
Enter John Doe. At the next question mark, if more title space is
needed, you would use this line. To move on to the next question, hit
return only.
# of Decimal Places? Enter the number of decimal places needed.
If none hit return only. For the example, enter a 2.
# of Rows? For the example, we will do a 5 year evaluation,
meaning we need 5 rows. Enter a 5.
0# of Columns? For the example, we will enter 3.
P #3 ID? The next questions ask for your "P Number" titles and
values. P0 thru P2 have already been titled as follows: P0 =
Decimals, P1 = Rows, P2 = Columns. For a P3 title, enter "Income".
Value? What is the value to enter for P3 (income). For the
example, enter 20000. Do NOT enter commas or dollar signs.
P #4 ID? Enter Inflation Rate.
Value? Enter .07 for the inflation rate value.
P #5 ID? Hit return to move on to the next questions because we
have no other P numbers to enter at this time.
Row 1 ID? Enter "Yr". "Yr" stands for the first year. It is not
necessary to enter "Yr" next to every row, so just hit return thru Row
5 ID.
Column 1 ID? Enter "INC". "INC" stands for income and is the
title for your first column. On rows and columns, you should
abbreviate when possible to conserve space.
Column 2 ID? Enter TAX.
Column 3 ID? Enter NET.
Input your operations? Now is the time to use the Compuwork
program commands. Enter each command after the question marks. Each
command will begin with a placement code, which is an Indicator Code.
Followed by an Indicator Code and line number. Followed by a 3 digit
Operation Code. Ended with an Indicator Code and line number. Each
command will be explained to help you understand the meaning of the
codes.
Enter H2=P1INPP1 and return. H2 tells the system to print this
command after heading number 1. P1 has no meaning but has to be
inserted because you need an Indicator code to begin a command. INP
is an Operation code meaning you wish to insert data. You must end
with an Indicator code, P1 was chosen but has no meaning. H2 and INP
are the key codes. The "P1's" were inserted because the command has
to begin and end with Indicator Codes. In this situation P2, C1, etc.
could have been used for Indicator codes.
Enter C1=P3INFP4 and return. C1 is telling the system to print
this command in column 1. The complete command tells the system to
take the value in P3 (Income) and use the INF (Inflation Rate) located
in P4, then take this new value and print it in column number 1, row
by row until the column is filled.
Enter C2=C1TA1C1 and return. C2 is telling the system to print
this command in column 2. The complete command tells the system to
take the value in column 1 and compute by tax table number 1, and
print it in column 2. The last C1 has no purpose but had to be
inserted because we needed an ending Indicator code.
Enter C3=C1- C2 and return. NOTICE you have 2 spaces after the
minus sign. C3 tells the system to print this command in column
number 3. The complete command tells the system to take the value in
column 1 and subtract column 3 from it, then print the new value in
column 3.
Comment ? You may enter a comment or just return if none is
needed.
Hit return at this question mark to return to the Spread Sheet Menu.
Believe it or not, you have just programmed your first spread sheet
and are ready to begin running this report to see just what you
created.
Select 2 (Load a Sheet).
25 Storage #? Enter 13.
Printer (1-X)? Let's view on the screen, so hit return.
Heading 2? Enter "Jack Doe".
Column split after #? Hit return for our example.
Your evaluation has just printed on screen. Notice the name has
been changed from John Doe to Jack Doe. This is what you would do to
run an evaluation for a different person. John Doe had to be entered
when creating the program to reserve the second heading area.
Mod,p? To show you what to do when running an evaluation for a
different employee; Enter "P3=30000".
Printer (1-X)? SOP 6
Heading 2? This time enter "James Doe".
Column split after #? Hit return for our example.
Remove your copy from the printer. Notice the name and income has
changed. To return to the Spread Sheet Menu, hit return at the "Mod"
question. If you want to do another evaluation, you would enter your
new value for P3 and new heading.
To store this new program in area 13, select 3 (Save Sheet in Old
Location). If you wanted to reserve area 13, you could choose 4
(Save Sheet in New Location) and store in another storage number.
To return to the Primary Menu, select 1 (Menu).
FOR YOUR INFORMATION ONLY:
To receive a report which would contain the "Programmed Information
Listed" at the bottom of the report, you would select 6 (List
Creating Data).
To make "Program Changes," you would select 7 (Update Creating
Data). An explanation of the update menu follows...
1 Operation? Used to change the program commands. Enter the
number you need to add. Enter the new command. To delete a command
enter the number to be deleted. To escape, hit return at the number
message.
2 Constants? Used to change the "P Numbers." Enter the number to
add. Enter the new value. To delete a command enter the number to be
deleted. To escape hit return at the number message.
3 Titles? Used to change the headings. On the first line, you
will view the title. On the second line, there is a question mark.
To change the title, enter the new title next to the question mark.
To move on to the next titles, hit return. To add a new title, enter
the new title at the "Another" message. To escape, hit return at this
message.
4 Row ID's? Used to change the Row Titles. On the first line,
you will view the ID. On the second line, there is a question mark.
To change the ID, enter the new ID next to the question mark. To add
a new row enter the new row ID at the "Another" message. To escape
hit return at this message.
5 Column ID's? Used to change the Column Titles. On the first
line, you will view the ID. On the second line, there is a question
mark. To change the ID, enter the new ID next to the question mark.
To move on to the next Columns, hit return. To add a new column,
enter the new column ID at the "Another" message. To escape, hit
return at this message.
To return to the Spread Sheet Menu, hit return at the Update Menu.
2.14.
COMPUWORK MANUAL
1/1/93
REMINDER
Reminder is a convenient interoffice "Things to Do" file, used to
store messages for yourself, or other people within the office. You
can add, modify, or delete messages. You can run reports on all
messages using the From ID #, the To ID #, or the Code #. Under
reports you can delete, update, copy or move a message from one
employee into another employee's reminder file.
13 (Reminder)
^1 -----------------------
To ADD a new message...
Select 2 (Add).
Input the following:
DATE? Today's date will automatically appear. To override
enter the month/date/year and press return to continue.
TIME? The time will automatically appear. To override enter
the hour:minutes and press return to continue.
TO ID? Enter the employee number the message is for; press
return to continue.
MESSAGE? Enter up to 50 characters for a message; press
return to continue.
CODE? If needed, 0-99 can mean anything you wish to assign;
press return to continue.
FROM ID? If entering this message to another employee,
enter your employee number; if not, press return
to continue.
OK (n,p)? SOP 1
To escape, press the backward slash and return at the next screen.
^1 --------------------------------
To MODIFY or DELETE a message...
Select 3 (Modify) or 4 (Delete) from the Reminder Menu.
XX Record # or String? SOP 4
OK (n)? SOP 4
Your message should appear on the screen...
For MODIFY press return to the field you want to correct, rekey
new data over the incorrect data and press return.
OK (n,p)? SOP 1
NOTE: If deleting more than one message under modify, delete
the HIGHEST message number first then in sequence down to the
lowest message number.
To DELETE press return only at the OK message and the OK to
delete message. If an error was made in your selection answer the
OK messages with an "n" and return.
NOTE: Remember when DELETING under reminder you MUST delete
the HIGHEST record number FIRST.
To RUN REPORTS on messages, delete, update, copy or move...
Select 5 Report (by To ID )
or
6 Report (by From ID)
or
7 Report (by Code)
Printer (1-x)? SOP 6
ID #? If running a report using selection #5, enter the "To ID"
that you want a report on. If running using selection #6, enter the
"From ID" number you want a report on. If using selection #7, enter
the "Code" number you want a report on.
D,U,C,M #?
To DELETE a message - enter a "D", followed by the number to
be deleted.
To UPDATE a message - enter a "U", followed by the number to
update (do not space between the U and the number). Return
through correct fields to a field that needs to be corrected.
Press return at the OK message and at the Record # or
String? and you will return to the Reminder Menu.
To COPY a message - from one file to another and have the the
message appear under both employees, enter a "C", followed by the
line number to copy (remember no spaces). Then enter the employee
number to copy the message into.
To MOVE a message - completely out of one employee # into
another, enter an "M", followed by the number (no spaces) to be
moved. Enter the employee # to transfer the message to.
NP
^1 --------------------------------
To get a LIST of all messages...
Select 8 (List)
Printer (1-X)? SOP 6
Your list will now print and you will be returned to the Reminder
menu.
^1 ----------------------------------------------
To copy a message over into Task Delegation...
Select 9 (Copy to Tasker)
This selection will allow you to copy any message you have stored in
Reminder into Task Delegation.
XX Record # or String? XX equals the total number of messages
on file. Enter the record storage number or any unique identifying
information you know about the message you want to copy.
OK (n)? If the message appearing on the screen is the one needed
press return only. To search further, answer with an "n" and return.
Continue until you locate the correct message.
OK to copy (n)? Hit return or enter a "Y" to copy your message
into Task Delegation. Enter an "N" if you decide you do not want to
copy this record.
XX Record # or String? Enter the next record to copy or hit return
to exit to the Reminder Menu.
See page 2.19.1 of the Management section of your Compuwork Manual
for more information on Task Delegation.
^1 ------------------------------
To enter a Datebook message...
Select 10 (Datebook).
For information on Datebook see page 2.4.1 of the Management section
of your Compuwork Manual.
^1 ------------------------------
To add Password Protection ...
Select 11 (Change Password).
New Password? Enter a 6 character password.
Repeat, please? Enter the password again.
2.15.
COMPUWORK MANUAL
1/1/93
PREMIUM FINANCE
This section must be requested from Compuwork. Please contact Customer
Service if you utilize Premium Finance and need this section for
instruction.
2.16.
COMPUWORK MANUAL
1/1/93
CALCULATOR
This selection automatically enables any and all users to add,
subtract, multiply, divide, or use up to three constants. You may
access the selection by entering an "A" at the Main Menu or by
following the instructions below.
Select 2 Management.
11 Calculator
Upon entering the program the following symbols are used:
Entering the amount only will add.
Entering a - (minus or hyphen) before the amount will
subtract.
Entering a * (asterisk) before a number will multiply.
Entering a / (forward slash) before a number will divide.
Add mode (y,r)? Entering a "Y" will automatically enter a decimal
point to the left of the last two digits entered. All entries are then
displayed and printed with two decimal places. Entering an "R" will
exit and return you to the Main Menu. If you return through this
prompt you will be allowed to set your own decimal places and enter
constants. Constants allow you to multiply or divide a series of
numbers by a factor without having to reenter the factor. If no
decimal places are needed, hit return only. If no constants are needed
hit return only.
For Example: At constant A enter 1.15, and at constant B enter
.95, hit return through constant C. Enter an amount. When ready to
multiply by constant A, at the amount field enter *A. When ready to
multiply by constant B, enter *B in the amount field.
When you see a ? appearing on the screen you are ready to enter an
amount. Pressing return only through this prompt will give you a
Total (y)? prompt. Pressing return through this prompt will give
you a subtotal. Answering the "Total" message with a "Y" will bring up
the message Want a Tape (y)?. Hit return if a printed tape is not
needed or enter a "Y" to receive a printer question.
Notice you have three columns. The first column is the running amount.
The second column is your individual subtotal. The third column is
your grand total.
NP
TO ADD:
Add mode (y,r)? Y
? Enter the first number to be added.
? Enter the next number to be added and continue entering
numbers after each "?" until all numbers to be added have
been entered.
Total (y)? Enter a "Y".
Subtotal
Total
Want a Tape (y)? Enter a "Y" if a printed tape is wanted.
Return through this prompt if no tape is needed.
TO SUBTRACT:
Add mode (y,r)? Enter a "Y".
? Enter the first number: e.g. 10000.
? Enter a minus sign and number to be subtracted from the
first number entered: e.g. -2500.
? Return through this prompt when all subtractions have
been entered.
Total (y)? Enter a "Y".
Subtotal (e.g. 75.00)
Total (e.g. 75.00)
Want a Tape (y)? Enter a "Y" to receive a printed tape or
return if none is needed.
TO MULTIPLY:
Add mode (y)? Enter a "Y".
? Enter the first number: e.g. 1200.
? Enter an asterisk and the number to multiply by:
e.g. 1200.
? Return through if no other calculations are needed.
Total (y)? Enter a "Y".
Subtotal (e.g. 144.00)
Total (e.g. 144.00)
Want a Tape (y)? Enter a "Y" to receive a printed tape or
return through this prompt if none is needed.
TO DIVIDE:
Add mode (y,r)? Enter a "Y".
? Enter the first number to be divided: e.g.14400.
? Enter a forward slash and number to divide by: e.g. /1200.
? Hit return if no other calculations are needed.
Total (y)? Enter a "Y".
Subtotal (e.g. 12.00)
Total (e.g. 12.00)
Want a Tape (y)? Enter a "Y" if you want a tape or return if
none is needed.
NP
2.17.
COMPUWORK MANUAL
1/1/93
NON-STANDARD TIME
This selection allows you to keep track of an employee's time away
from work.
Select 2 (Management).
12 (Non-Standard time)
The Non-Standard time menu selection is as follows:
1) Menu
2) Add
3) Report
4) Modify
5) Zero the file
6) Individual
7) Register
8) Change Password
^1 ----------------
To Add a record:
Select 2 (Add).
Employee #? Enter the employee # to be recorded.
Code? Enter the appropriate number from the selection
on the right-hand side of the screen.
Date? Enter the date that the incident happened or
when it is to be recorded.
# of hours? Enter the amount of hours. (eg. 40 for
one week of vacation).
OK (n)? SOP 2
To exit out of this selection, enter a backward slash at
the beginning of a field and hit return at the
ok message.
Select 1 (Menu) to return to the Main Menu.
^1 -------------------
To Modify a record:
Select 4 (Modify).
XX Record # or ? SOP 4
Return through the fields until the cursor is at the
field that needs to be modified.
OK (n)? SOP 2
For a report on a certain amount of days or employees:
Select 3 (Report).
Printer (1-X)? SOP 6
Start Date? Enter the date that the report is to begin
with. (eg. 1/1/84)
End Date (or days)? Enter the date the report should
end with. (eg. 1/31/84 or 30)
Start employee #? Enter the employee # To start with
or press return for all.
End employee #? Enter the employee # to end with
or press return for all.
Earned hours? Enter the number of hours the employee has
earned up to this point in off time.
Select 1 to return to the Main Menu.
^1 -------------------------
For an Individual Report:
Select 6 (Individual).
Printer (1-X)? SOP 6
Start Date? Enter the date the report should start
with.
End Date? Enter the date the report should end with.
Employee #? Enter the employee # that the report is on.
To exit out of this selection, hit return at the employee
#. Select 1 to return to the Main Menu.
To receive a register of all employees that have been recorded:
Select 7 (Register).
Printer (1-X)? SOP 6
Select 1 (Menu) to return to the Main Menu.
NP
^1 -----------------
To Zero the File:
Select 5 (Zero the file).
Level I? Enter the level one code and press return.
Select 1 (Menu) to return to the Main Menu.
^1 ---------------------------
To add Password Protection:
Select 8 (Change Password).
New Password ? Enter a 6 character password.
Repeat, please? Enter the password again.
2.18.
COMPUWORK MANUAL
1/1/93
ARTICLE INDEX
This selection allows you to keep track of newspaper or magazine
articles.
Select 2 (Management).
9 (Article Index)
The article index menu is as follows:
1) Menu
2) Add
3) Modify
4) Delete
5) Find a lookup
8) Datebook
^1 ----------------------------
To enter a resource locator:
Select 2 (Add).
Code? Enter a special 3-digit code of your definition that
the article can be sorted by.
Emp #? Enter the article owner's employee number.
Location/Description? Enter any information to briefly
describe the article.
OK(n,p,e)? SOP 3
To exit out of this screen, enter a backward slash at the
beginning of a field and return through the "OK" message.
Select 1 (Menu) to return to the Main Menu.
^1 -----------------------------
To Modify a resource locator:
Select 3 (Modify a resource).
XX Record # or ? SOP 4
The name of the article will appear. If this is the correct
article, hit return at the "OK" message. If not, enter an "N",
for no.
Press return through the fields until the cursor is at the
field to be modified.
OK (n,p,e)? SOP 3
XX record # or ? Press return to exit to the menu.
Select 1 (Menu) to return to the Main Menu.
^1 ------------------
To find a look-up:
Select 5 (Find a look-up).
Code? Enter the 3-digit code # to be looked up.
Emp#? Enter the employee number.
<>,p,e? Hit return to return to the Article Index menu.
Enter a "P" to receive a printed copy. Enter an "E" to exit to
the Main Menu.
^1 ---------------------
To delete a resource:
Select 4 (Delete).
XX record # or ? SOP 4
OK(n)? SOP 4
OK to delete (n)? If yes just return. If it is not okay to
be deleted enter an "N".
Select 1 (Menu) to return to Main Menu.
^1 --------------------------
To add a Datebook message:
Select 8 Datebook.
See page 2.4.1 of the Management section of your Compuwork
Manual for information on Datebook.
2.19.
COMPUWORK MANUAL
1/1/93
TASK DELEGATION
This selection allows you to keep track of the status of jobs
delegated to employees.
The Task Delegation menu will contain the following selections:
1 MENU
2 Add
3 Modify
4 Delete
5 Report FROM
6 Report TO
7 List
8 Datebook
9 Change Password
To access Task Delegation...
Select 2 Management.
16 Task Delegation
^1 ------------------
To add a record...
Select 2 Add.
Status ? Enter status of task delegated.
Status ? " " " " "
Status ? " " " " "
From: Enter a three digit code (eg. producer #, administrator #,
employee #) for the person who is delegating the task.
To: Enter a three digit code (eg. same as above) for the person
who is being delegated a task.
Date ent? The system automatically enters the system date for
today.
Date start ? Enter the date the task is to be started.
Date compl? Enter the date the task is to be completed.
Task ? Enter a brief description of the task.
Task ? " " " " " " "
Task ? " " " " " " "
OK (n,p)? SOP 1
To exit type in a backward slash at the beginning of the first field
of the next screen.
NP
^1 ---------------------
To modify a record...
Select 3 Modify.
Record # or string? SOP 4
OK (n)? SOP 4
Press return until you reach the field(s) you want to modify. When you
reach the end of the record, press return at the OK (n,p)? if
your information is correct. If more corrections are needed enter an
"N" to continue. A "P" entered at this prompt will allow you to print
a hard copy of the record.
^1 ---------------------
To delete a record...
Select 4 Delete.
Record # or string? SOP 4
OK (n)? SOP 4
OK to delete (n)? Hit return at this prompt for the record to be
deleted. If you decide at this point that you do not want to delete
the record, enter an "N".
^1 ----------------------------------------
To receive a report on a FROM ID code...
Select 5 Report FROM.
Printer (1-X)? SOP 6
ID#? Enter the FROM ID number (eg.employee #) you want to receive
a report on.
D,U,C,M #?
To DELETE a message - enter a "D", followed by the line
number to be deleted.
To UPDATE a message - enter a "U", followed by the line
number to update (do not space between the U and the line
number). Return through correct fields to a field that needs to
be corrected. Press return at the OK message and at the
Record # or String? and you will return to the Reminder Menu.
To COPY a message - from one employee to another and have the
the message appear under both employees, enter a "C", followed by
the number to copy (remember no spaces). Then enter the employee
number to copy the message into.
To MOVE a message - completely out of one employee into
another, enter a "M", followed by the number (no spaces) to be
moved. Then enter the employee number to transfer the message to.
^1 --------------------------------------
To receive a report on a TO ID code...
Printer (1-X)? SOP 6
ID#? Enter the TO ID number you want to receive a report on.
D,U,C,M #? Follow same instructions for this prompt as outlined
under selection number 5 "Report FROM".
To receive a listing of all Task Delegation records...
Printer (1-X)? SOP 6
You will now receive a listing of all Task records.
^1 ------------------------------
To enter a Datebook message...
Select 8 Datebook.
See page 2.4.1 of the Management section of your Compuwork Manual for
information on Datebook.
Select 9 Change Password.
To change the password protection for this program select 9 and
you will receive the following prompts:
New Password? Enter the 6 character password
Repeat, Please? Enter the password again.
2.20.
COMPUWORK MANUAL
1/1/93
LOSS RATIOS
This selection will allow you to get a Loss Ratio Report for either
a producer(s) or an administrator(s).
Select 2 Management.
15 Loss Ratios
Select the appropriate number for the report you want to receive:
2 Producer Loss Ratio
3 Administrator Loss Ratio
Printer (1-X)? SOP 6
From Co#? Enter the number of the first (lowest) company number
you want to appear on your report. You must enter a valid company
number at this prompt. You cannot return through this field.
To Co#? Enter the number of the last (highest) company you want to
appear on your report. You must enter a valid company number at this
prompt. You cannot return through this field.
From Producer# (or Administrator)? Enter the first (lowest)
producer (administrator) number you want a report on. You must enter
a valid producer (administrator) number at this prompt. You cannot
return through this prompt.
To Producer# (or Administrator)? Enter the last (highest) producer
(administrator) number you want a report on. You must enter a valid
producer (administrator) number at this prompt. You cannot return
through this prompt.
From policy type? Enter the first (lowest) policy type you want to
be included on your report. The policy types to choose from will
appear on the right side of your screen.
To policy type? Enter the last (highest) policy type you want to
be included on your report.
To receive all policy types you may hit return at both the previous
prompts.
From Class code? Enter the first (lowest) class code you want to
be included on your report.
To Class code? Enter the last (highest) class code you want to be
included on your report.
To receive all class codes you may return through both of the previous
prompts.
From date? Enter the start date for the report.
To date? Enter the end date for your report.
To receive a report for all dates you may return at both of the
previous prompts.
Open only (y)? If you only want open claims, enter a "Y". If you
want to receive closed claims hit return through this prompt.
Closed only (y)? If you only want to receive claims that are
closed, enter a "Y". To receive open claims hit return through this
prompt.
To receive a