With the Effective Date column, users can sort the policy list by the effective date of the policy in chronological order and reverse chronological order.
The Effective Date column appears on the Policies search screen.
By default, the policy list is arranged by the date policies are initially added to BriteCore, in reverse chronological order.
Figure 1: Default view of the policy list arrangement.
Change the default
Select the Effective Date column once to sort the policy list by effective date in chronological order.
Figure 2: The policy list sorted by the Effective Date column in chronological order.
Select the Effective Date column a second time to sort the policy list by effective date in reverse chronological order.
Figure 3: The policy list sorted by the Effective Date column in reverse chronological order.
Select the Effective Date column a third time to return the policy list to its original state.
The Effective Date column behaves the same in 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 Effective Date. If the policy list is sorted by another column, select the Effective Date column to override the policy list arrangement and sort by the effective date.
Additional topics of interest
- View Address-Based List
- View Policy-Based List
- Policy Number
- Named Insured
- Policy Type
- Review State