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January 2017 Demo
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Demo-Jan2017.md

Homepage (7m)

  • Maximize browser
  • Login as home office base1 / Policy123$
  • Show app icons, enter quote search to refresh charts, hide Report Viewer
  • Talk about dashboard
  • Pull down system menu, re-add Report Viewer
  • Describe bottom dynamic HTML panel
  • Search and grid capabilities: expand (and restore), column selection and grouping, sorting, filter, CSV export

Policy Flow (7m)

  • Create new HP SC quote
  • Typeahead client search
  • Enter initial pages
  • Describe header and dropdown menus
  • Page level actions and next/prev
  • Tab navigation and completion indicators
  • Navigate to Coverage
  • Coverage: Fill Liability and Medical Limit dropdowns
  • Show bookmarks menu and collapsible sections
  • Rate the Quote
  • Show just time rules page from system menu
  • Copy policy number

Agent View (?m)

  • IOC Qualification page
    • LexisNexis prequal page added after login as an option.
    • Answering "No" disables data from LexisNexis but we can still log in, show this.
  • Login agent view agtuser / Policy123$
  • Fewer active apps
  • Different color scheme, 2 column layout
  • Iteration comment
  • Message center (Describe whole message center here only and keep mentioning this is Agency Link requirement)
    • Brenda should be providing policies (what details do you need)
    • UW: Refer – enter zip 11111, Decline – enter zip 22222 on the applicant screen
    • Message center item from system menu will be an overview screen in the future, do not use
    • Show accessing through communications menu within a policy (don't use for changes)
    • Show access through index icon
    • Add different notes to a policy, "BP offshore rig seems like a good risk".
    • Show referral/declination reasons
    • Printing either set of messages (must choose each print tab)
    • Quote not taken, "don't even try it, the underwriter is a sea bird", show status change and removal of actions on index
  • Cleanup: Re-open the quote
  • HP: Replacement Cost evaluation
    • Open HP policy ?
    • Navigate to Coverage screen and click Get Replacement Cost, talk to 3rd party vendor.
    • Click Show Replacement Cost, wait a moment.
    • Note retrieved data.

Consumer View (5m)

  • Login as consumer conuser / Policy123$
  • Start new HO quote
  • Enter data including coverage amount and quote
  • Show premium categories
  • Show agent finder, mention flag in agent setup

Canvas (6m)

  • Navigation ordering
    • Open canvas main screen from home
    • Open a quote in incognito, show the next/prev tabbing order
    • Navigation editor, WCV_Quote
    • Move prequal after state
    • New incognito to demo new flow
    • Cleanup: Reset the order
  • New fields for controlling bookmark, collapse and label name for insured and for other users
    • Login incognito as administrator first and show screen with titles
    • Use the cog to open canvas
    • Search for HomeOwnersCoverage
    • Click on a section and note additional fields for insured text
    • New icognito login as insured conuser / Policy123$
    • Show change in titles
  • Theme configuration
    • Incognito, sign in as insured conuser / Policy123$, note single column theme and progress bar nav
    • Click Theme Configuration and choose ROLE_INSURED
      • FORMCONTROLS : form_controls_1column => form_controls
      • MODALFORMCONTROLS : modal_form_controls_1column => modal_form_controls
      • NAVIGATIONTYPE : ProgressBar => NavigationTab
      • THEME : theme_1column => csctheme
    • Relog as insured. Note home office theme and tab control for navigation.
    • Cleanup: Restore the insured theme

Agency Link Migrations (?m)

  • WCV: Group questions
    • Navigate to existing WC Applicant, WCPolicy from page nav menu
    • Change "Group Selection" to "Independent Schools"
    • Mention dynamic panels and single-page flow
    • Be sure to close panel again before leaving
  • WCV: Scheduled Credit/Debit worksheet
    • Open WCV state
    • Add a schedule credit/debit to WC policy shows the worksheet panel which automatically calculates rates for the modifier based on schedule categories.
    • Includes notes at top of panel for entry requirements; credit and debit limits set by state.
    • Choose different values for credit and debit so that a value is calculated.
    • After adding, the worksheet can be viewed or edited by clicking the row.
    • Don't try to delete
  • WCV: Class code questions
    • Open WCV location (specify the state when adding first location)
    • Show that typeahead can search by number or description
    • 8810-01 for SC shows the CC Questions panel
    • Questions can also be viewed on the change modal
  • WCV: Prior Carrier/Loss History Page (capture only)
    • Prior carrier rows can be added to the grid. Be sure to use numeric for 2nd text box
    • The grid items can then be submitted as a batch
    • For "Losses listed below", the rows can also be added to the grid and submitted as a batch.
  • WCV: NCCI Emod
    • Enter a new WC policy
      • Use Workers' Compensation specific button
      • Use WCV symbol
      • "green" for name search
      • All 9s for NCCI
      • Show EMOD on state screen is currently set to 1.0
      • Enter default location
    • Issue from Policy Actions menu
    • Note NCCI popup explaning the override
    • Click okay and return to State screen and show new EMOD
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