Through the Activity module any system generated documents, scanned documents, emails or free format documents attached to the relevant area of the system can be viewed.

Any document within activity can be re-printed, faxed or e-mailed.

Free Format Documents

The System Administration Template module is used in the construction of documents templates that can be assigned to various areas of Phoenix, including Client, Policy, Claim and Accounts.

The document template creator contains all of the standard word processing functions such as spell checking, table insertion and other formatting requirements, as well as an extensive bookmark selection. These bookmarks are replaced with the relevant client, policy and accounting information when the template is selected within the Activity screen.

Activity includes Note and Review activities, which allows a user to insert details relating to telephone conversation, or the progress of underwriting reviews.

The workflow diary facility enables predefined tasks to be assigned to a specified user, and to associate task entries with a system entity. Both manual and automatic tasks can be generated by the system.

Tasks can be automatically notified via email, including periodic reminders if required. Frequency and types of notification is configurable for each user.

A full history of events is maintained as the task is modified or actioned.