When you make changes to a Line in the Lines module, the changes may impact particular policies. When you save the changes, a pop-up window that lists the affected policies appears. You can also receive an email alert with a list of the affected policies.
To set up an email alert when changing Lines impacts policies:
- In the BriteCore menu, select Settings.
- On the Settings screen, select System Wide > Administrative Alerts.
- On the Administrative Alerts screen, in the Lines section, in the Line Item Modifications Impacting Policies box, type the email address(es) you want to receive the alert. Separate multiple email addresses with a comma and a space.
- At the bottom of the screen, select Save.
Example email alert:
BriteCore Alert: Line Item Modifications
On 2016-10-13, the line item, Coverage A – Commercial Building, was modified by [username of the person who made change]. All potentially affected revisions from the following policies were set to uncommitted. They each require attention in order to preserve data sanctity. This email has been sent with high priority. 10-2016-1 10-2016-2 10-2016-3