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Insurance Policies Manager

Guidelines

Overview

The purpose of the Insurance Policies Manager Guidelines is to provide Organization Subprocess Formualation instructions for the role of Insurance Policies Manager. These Guidelines are divided into areas based on the class of activities: Preliminaries, Register Key Players, Final Deliverables, Adding Advisors, Final Closeouts and Analysis.

Organization: ORG

Guidelines

  1. Preliminaries
  2. Register Key Players
  3. Final Deliverables
  4. Adding Advisors
  5. Final Closeouts
  6. Analysis

1. Preliminaries

-Administrative Tools-
 Register 
 Login
 Change Password
 Forgot User ID/Password
 Frequently Asked Questions (FAQs)
 Print Instructions 
 Regulations and References
 Search Current Insurance Policiess 

-Registration Approval-
 Approve Registration

2. Register Key Players

Register Key Players

3. Final Deliverables

-Technical Final Deliverables-
 Review Deliverables
 Review Vouchers
 Notify Others to Review Deliverables
 Update FC Status Report
 Notify Field Center New Technology Officer of Availability of New Technology Report
 Notify CASI Officer of Availability of Final Technical Report
 Notify TechTracs Officer of Availability of TechTracs Data

4. Adding Advisors

-Adding New Advisors-
 Notify New Advisor
 Request to Add Advisor

5. Final Closeouts

-Final Closeout-
 Close Insurance Policies

6. Analysis 

 Report Tools

Implementation:

Mockup (html)
Implementation (html)

Contacts:

Name- Phone-Email (mailto-hyperlink)

References:

Title- Author- Library (html)