State

Column

Purpose

The State column allows users to sort the policy list table by state abbreviation in ascending alphabetical order or descending alphabetical order.

Location

The State column appears on the policy list table in the Policies search screen when the address-based list is open.

Field default

By default, the policy list table is arranged by the date policies are initially added to BriteCore, in reverse chronological order.

Figure 1: Default view of address-based policy list.

Change the default

Select the State column once to sort the policy list table by state abbreviation in ascending alphabetical order.

Figure 2: Policy list sorted by the State column in ascending order.

 

Select the State column a second time to sort the policy list table by state abbreviation in descending alphabetical order.

Figure 3: Policy list sorted by the State column in descending order.

 

Select the State column a third time to return the policy list table to its original state.

Usage considerations

The State column behaves the same in both the Provider Administrator and Agent portals. To sort by state abbreviation, you must set the advanced setting enable-new-policy-search to True and the address-based list must be open. If the policy list table is sorted by another column, select the State column to override the policy list table arrangement and sort by state abbreviation.

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