Policies

Policies

Edit revision dates

When making changes to an existing policy, you can edit the effective date before you commit the revision by selecting Edit Revision Date. You can correct the effective date of a pending revision if you entered an incorrect effective date.

To edit a revision date:

  1. Select Policies.
  2. From the Policies List screen, select a policy number to open a policy.
  3. Next to Revision, select New to open the New Revision dialog box.
  4. In the Revision Date boxes, type the effective date of the revision.
  5. Select Done.
  6. Revise the policy as needed. The revision to the policy will remain in pending status and won’t take effect until you commit it.
  7. Select Edit Revision Date to open the Edit Revision dialog box.
  8. In the Revision Date boxes, type a new effective date of the revision.

Note: You can’t save a date that is outside of the current policy term or is the same or prior to an existing, committed revision date.

  1. Select Done.
  2. On the Builder tab, select Rate and Save.
  3. Commit the revision to save the changes to the policy.

The revision with the edited effective date will be committed to the policy.