Task Management

9.17. Task Management

Before the task management functionality can be used, there are a number of setup tasks to be performed.

General Settings #

Field	Description
Default language	All descriptions and names on Task Management templates are displayed in the language selected. Values: Customized by your company, e.g.: English French German Italian Norwegian Spanish Default: English Relevant when: Your company wants to show the Reference Data values (dropdown lists) in some language other than the default language. Applicable for P&C, Cede, Life
Open list of claim TM templates after closing claim worksheet	Selected: Upon closing a claim worksheet on a claim where ‘Transfer to Ledger’ is not selected, system automatically opens Task Management / Start Process for the current claim Not selected: Task management is not opened upon saving claim worksheet Relevant when: You want to make sure e.g. claim handler or claim manager is notified when a booking is made on a claim Applicable for: P&C, Cede
Show Comments on TM desktop	Selected: When the system parameter is selected, the first comments and second comments entered in the process comment boxes, at the time of creation (either manually or through an interface) are made available in the ‘Process Comment 1’ and Process Comment 2’ boxes respectively. These boxes can be seen in Task Management Desktop under My Processes and My Tasks options. Not Selected: Irrespective of the comments being entered or not in the process comment boxes, both these columns will not appear in Task Management Desktop wizard. Relevant when: We wish to see the first and second process comments entered at the time of starting the process on the task management desktop. Applicable for: P&C, Cede, Life
On Tasks Show	Identifier Business Title Business Partner Short name Selected: When these system parameters are selected in Task Management Desktop under My Tasks option, then in “Name” column we would be able to view the Object Identifier, Business Title and the Business Partner Short name as discriminators depending upon the relevant tasks. Not Selected: These combined details will not appear in the “Name” column under My Tasks in the Task Management Desktop wizard. Relevant when: The task is assigned to potential owner, then the owner in My Tasks under Task Management Desktop, will be able to see the task and the Business Partner Short Name and/ or the Business Title pertaining to the worksheet/pairing or business identifier that is linked to the task. Applicable for: P&C, Cede, Life

Trigger Event Templates #

At certain points/events in SICS, there is pre-programmed logic for process creation. Each such case of process creation logic is associated with a system-defined reference data item of type ‘Process Trigger Event’. In order to take advantage of automatic process creation for a given Process Trigger Event, a link to a suitable Task Management Template must be defined. This is done on the System Parameters Task Management Trigger Event Templates tab.

Create Trigger Event Template #

Open System parameter maintenance from SICS Desktop
Select Task Management / Trigger Event Templates tab
Select New from pop-up menu
Select Trigger Event Type from the drop-down
Click the Template Identifier button. Only relevant process templates are available for selection, i.e. process templates where Start Action on the first task matches the Trigger Event Type selected. To make sure the correct template is selected, you may select View Details before transferring.
Click on wanted template, right mouse click and select Transfer from popup menu
Press OK

Create Trigger Event Template and Process Template in One Go #

Open System parameter maintenance from SICS Desktop
Select Task Management/Trigger Event Templates tab
Select New from pop-up menu
Select Trigger Event Type
Select OK and confirm to create a default trigger event template

The system creates a new process template automatically. The new process template has a Start Action corresponding to the Trigger Event Type selected, i.e.:

Trigger Event Type	Start Action
Clauses - Notify Reinsurer Responsible upon accounting activity	Open Worksheet
Clauses - Notify Reinsurer Responsible upon business activity	Open Business
Clauses - Notify Reinsurer Responsible upon claim activity	Open Claim
Clauses - Notify Reinsurer Resp. Upon Claim Accounting Activ	Open Worksheet
EDI - Notify upon LPC pairing failure	Open Remittance Pairing for unsettled LIMET balances

In addition, the system defaults details to the new process template:

Process Display Name and Description- reflect the trigger event type, e.g. “Notify Reinsurer upon business activity”
Task Display Name and Description- reflect the trigger event type, e.g. “Notify Reinsurer upon inward business activity”
Priority - both process and task have priority 1

Edit Trigger Event Template #

Change details for an existing trigger event template.

Open System Parameter Maintenance from SICS Desktop
Select Task Management/Trigger Event Templates tab
Highlight wanted Trigger Event Template and select Edit from pop-up menu.
Alternatively, highlight wanted Trigger Event Template and select View from the pop-up menu.
Open Trigger Event Template in edit mode by selecting the Edit button

View Process Template Linked to Trigger Event Template from Trigger Event Template List #

Open System parameter maintenance from SICS Desktop
Select Task Management/Trigger Event Templates tab
Highlight wanted template and select View Template from the pop-up menu

View Process Template Linked to Trigger Event Template from Trigger Event Template #

Open System parameter maintenance from SICS Desktop
Select Task Management/Trigger Event Templates tab
Highlight wanted template and select View from the pop-up menu
From the Trigger Event Template, click on Template Identifier button

Field description 4. Create Trigger Event Template

Field	Description
Trigger Event Type	A pre-programmed logic for process creation Values: EDI - Notify Upon LPC Pairing Failure Clauses - Notify Reinsurer Resp. Upon Business Activity Clauses - Notify Reinsurer Resp. Upon Accounting Activity Clauses - Notify Reinsurer Responsible Upon Claim Activity Clauses - Notify Reinsurer Resp. Upon Claim Accounting Activ Mandatory: Yes Applicable for: P&C, Cede, Life
Template Identifier	A template’s Unique identifier Values: All active templates in the system Mandatory: Yes Applicable for: P&C, Cede, Life
Template name	Name of the Trigger Event Template Values: Text field Mandatory: Yes Applicable for: P&C, Cede, Life
Description	Same as name of template Values: Text field Mandatory: Yes Applicable for: P&C, Cede, Life