With the Policy Type column, users can sort the policy list by policy type in ascending alphabetical order and descending alphabetical order.
The Policy Type column appears on the policy list table in the Policies search screen when the policy-based list is open.
By default, the policy list is arranged by the date the policies are initially added to BriteCore, in reverse chronological order.
Figure 1: Default view of the policy list arrangement.
Change the default
Select the Policy Type column once to sort the policy list by policy type in ascending alphabetical order.
Figure 2: Policy list sorted by the Policy Type column in ascending alphabetical order.
Select the Policy Type column a second time to sort the policy list by policy type in descending alphabetical order.
Figure 3: Policy list sorted by the Policy Type column in descending alphabetical order.
Select the Policy Type column a third time to return the policy list to its original state.
The Policy Type column behaves the same in both the Provider Administrator and Agent portals. The advanced setting enable-new-policy-search must be set to True and the policy-based list must be open to sort by Policy Type. If the policy list is sorted by another column, select the Policy Type column once to override the policy list arrangement and sort by policy type.
Additional topics of interest
- View Address-Based List
- View Policy-Based List
- Policy Number
- Named Insured
- Effective Date
- Review State