introductry pdf
Contents
1. Com level Default level Reset all zones bo default lesel cancel apply Now click on the Sites button above which will bring up the following window Ibais User Manual 1 4 O BA Insurance Systems Chapter 1 Introductory Trusted sites You car add and remove websites From this zone All websites in this zone will use the zone s security settings To add a new site simply type in the web FERRE E mathe ONES address in the space provided next to the 2 Add button Once you have typed it and double checked the spelling click on Add https designbais bais com au Websitesi tte 192 168 199 124 Remove Remember http baisdev if you are a Standalone user this will not be http aia designbais com the address shown here substitute the IP address you were given to access 5 e Reguire server verification hktps For all sites in this zone bais Close You may or may not already have sites listed Close this window and apply the settings on the previous window Deselecting the Re Use Windows Option After setting Trusted Sites and returning to the Internet Options screen click on the Advanced tab as shown below Internet Options Ea General Security Privacy Content Connections E Settings Enable offline items to be synchronized on a schedule Enable page transitions Enable2. se Customize Number 123a45878800 Currency 123 456 789 00 Time 101625 AM Short date 2405 2006 7 Lang date wednesday 24 May 2006 Location To help services provide you with local information such as news and Weather select your present location Australia Ha La e NSS 0 J Click on the Customize button which will show the following window Click on the Date tab to open this screen Customize Regional Options Ed Numbers Currency Time Date Calendar When a two digit gear is entered interpret It as a year betweer isso ana aa g Short date Short date sample 04 10 06 Short date format Rad 4 Where the Short date format and Long Long date date format are make sure they are in Long date sample Wednesday 4 October 2006 Australian format day month year as i shown here Long date format dddd d MMMM yyy oe Cancel Click on Apply and then click OK to close all the windows Ibais User Manual 1 3 BA Insurance Systems Chapter 1 Introductory Adding the Ibais Site to Trusted Sites The bbais site https designbais bais com au for Bureau users or the IP address you use to access Ibais for Standalone users needs to be added to the Trusted Site zone to function corre
3. Clicking on the Yes No field enables or disables the function as a Favourite Type Category and Sub Category dropdowns allow you to select the items that appear on the Favourites report Available Forms and Reports Type select Type Category Select Category Sub Category Select Sub Category Favorites Type Category Sub Category Form Report Click to Run Favorites Administration Users and Security User Administration Brokin Processing Client Enquiry and Policy Processing Task Management Processing Tasks and Notes Entry Refine by Description Ibais User Manual 1 13 BA Insurance Systems
4. then Clicking on Control Panel See image below Greg Joannou it E mail Blo wot orhi Carlo Led i Tabula car 18 scene Se Microsoft office Excel ZMK 59 Microsoft Office Word cms sem feiriristrator phie E Mobspad E Fiy Documents 2 My Recent Documents SF My Pictures E My Music amy Computer o Pr Mebane ke Places Connect Ta Ea Printers and Paes ME Hels end Support gp seth If this is your 1st time in Control Panel then it will most likely look like the following Windows XP only Click Switch to Classic View as it s easier to navigate Ibais User Manual 1 1 O BA Insurance Systems Chapter 1 Introductory amp Control Panel File Edit View Favorites Tools Help Back gt 5 pe Search E Folders Address Control Panel Vo Contral Panel A oy Switch to Classic View y T Appearance and Themes 2 Printers and Other Hardware See Also a 3 a w Pick a category 35 windows Update A Help and Support Network and Internet Connections w User Accounts Other Control Panel Options gS Add or Remove Programs Date Time Language and Regional yi Options J Sounds Speech and Audio Devices Accessibility Options ba a Performance and Maintenance Security Center Once this is done the Control Panel will look like the picture below this is standard on all operating systems besides Windows XP Here we click on Re
5. to the panel s relevant functions The lbais Security system only enables access to panels and functions that you are allowed There is also a icon which lets you incorporate your most used functions in one place Favourites There are a number of navigation rules for the new system 1 The TAB key replaces the Enter key The TAB key submits the data to the browser for processing 2 Underlined words are hyperlinks Any underlined word can be clicked to activate a new function 3 Shaded boxes in data on forms lets you drill down into the underlying data 4 The at the top of the browser form dismisses the form 5 Clicking on the button closes the current form and does not save data entered on that form Ibais User Manual 1 10 BA Insurance Systems Chapter 1 Introductory Tips The lbais system allows you to open several sessions on the one computer with one licence In the morning when you first log in use Ctrl N to open an additional session which you can then navigate to with Alt Tab if you need to enguire on something while processing F1 By pressing FA in any of the drop down menus or fields you can access a Help Screen This prompts you for the information required in the drop down menu or field you are trying to input data F7 By pressing F7 in any of the input fields you can spell check on the data input Ctrl F On screens where you are searching through a listing of data i e Items to allocate ag
6. Client O S Creditor Creditor Amt Amt Orig Amt 0O S Amt 07050105 Rd ol O 07000 TEST PHDOG0086 ROYAL A 01 07 07 30 06 08 peers 1957 60 0 00 1759 60 0 00 ype fEndNo Reason Policy Number U W St Start End Invoice Blue Transaction Type and Invoice Number denotes a Converted Premium Funding loan Typel EndNo Reason Policy Number U W St Start End lient ye gd Essa Na 07040008 End F 07006 Existing New Business tM PHDOO0041 ROYAL A 01 04 07 31 03 08 1957 60 1957 60 1759 60 1759 60 Yellow Memo Number denotes a transaction Suspended in bais Client Orig Client 6 5 Creditor Creditor Type EndNo Reason Policy Number Us wi St Start End Invoice Amt Amt Orig Amt OfS Amt 2 Pol O7000 New Business Renewable To Be Advised cou A 14 11 07 14 11 08 ESSE 926 50 926 50 16 50 16 50 Orange Memo Number denotes a transaction Suspended in SBClient Client Orig Client G S Creditor Creditor Art amp mt Orig Amt O S Amt End JAY TEST 12345 ALLIANZ A O1f10 07 01 10 08 JEG 0 00 0 00 0 00 0 00 Type Class Risk Description Policy Number UA St Start End Invoice Ibais User Manual 1 12 BA Insurance Systems Chapter 1 Introductory Favourites Favourites allow you to group together your most used functions into an easily accessible icon There are two modes in this form Display Favourites and Display All The Display All Favourites button in Display All mode shows all of the functions that the user is allowed to access
7. Ibais User Manual bais INSURANCE AIS ba Chapter 1 Introductory Chapter 1 Table of Contents CHAPTER 1 INTRODUCTORY oe eects sausais sete beens Des ease a Saale ide Aa oe ais aa 1 1 BEFORE YOU BEGIN Ki ka sis as a i i a i i i m dias sacado 1 1 Changing Regional 2 ao rr 1 1 Adding the bais Site to Trusted Sites ereta tener saaa aa aa aa aaa saaa aaa aa 1 4 Deselecting the Re Use Windows Option ii aa aa aa aa aa asas aa aa aa aaa saaa aa aeee aaa 1 5 Allowing Sites TOF Pop UPS Ks4s45ansk us ms kasos ss i i i i a nes anda 1 6 PIOW TO ACCESS THE BAIS SYSTEM stinta ai i i a a i i i sa 1 7 HOGGING IN EDS i Pe P PPP pr 1 8 HOW TO DRIVE BAI Aaaa ss asa ira ai sa i i A i A a i sa a S 1 10 6 a a i P P P P E pp P EP 1 11 Shore CUSTO DAS F O tasas saaa a a eee ere ee ee ee eee eee 1 11 COCU FAS SIS NC S Latina niai iai EE a i r sa ss 1 12 AVO E S serem atado e Ia ias aus a aaa se L o E a asas e a Ua a a a a as ia i 1 13 Ibais User Manual O BA Insurance Systems Chapter 1 Introductory Chapter 1 Introductory Before you Begin To ensure all your browser settings are correct there are a few things you should check before you begin to use bbais Changing Regional Settings To ensure the dates are displayed in Australian format it may be necessary to alter the Regional settings on your computer Go into Control Panel This can be done by clicking on the Start button
8. Personalized Favorites Menu Enable third party browser extensions requires restart Enable visual styles on buttons and controls in web pages m Force offscreen compositing even under Terminal Server requ ee Ensure that the option highlighted here is a NOT selected ticked Show friendly URLs Show Go button in Address bar Underline links Always C Hover Never Use inline AutoComplete Restore Defaults To ensure these changes take effect immediately it is suggested that you close the current Browser and start a new one Ibais User Manual 1 5 BA Insurance Systems Chapter 1 Introductory Allowing Sites for Pop Ups Open Internet Explorer and go to the Tools Menu Select Pop Up Blocker and Pop Up Blocker Settings from the menu Pop up Blocker Settings Exceptions Pop ups are curently blocked ou can allow pop ups from specific EZ websites by adding the site to the list below Address af website to allow bas tomay Allowed sites FSW gO AL Hehe Remove all Notifications and filter level Play a sound when a pop up is blocked Show Information Bar when a pop up is blocked Filter level Medium Block most automatic pop ups Pop up Blocker FAL As shown above in the Address of website to allow add the following For Bureau users bais com au For Standalone users The IP address you were given for a
9. ainst in a cash receipt you may use Ctrl F to search or find the reguired data as highlighted below E R Vaja K 9 piny pa ESA a TA AKA e Ua SS TA Account Del ion L aro All SpEMOnS r TES E Mricistiea L t E ite D tA 1 AA Cash Receipt Currency Banking Location Type of Cash Receipt Debtor BE Amount to Contact Person Debtor Code Debtor Name mm Allocate Telephone 02 9955 9955 1 SUB NET Net Paying Sub Agent Business Terms 45 Executive Outstanding Amt 323280 98 Tender Type CHEQUE Cheque Date 19 11 07 AUD AUSTRALIAN DOLLARS Find what smith Amount Bank NAB Match whole word only p Branch Name SYDNEY I Match case R CEMA Drawer Aardvark Enterprises Cheque Number Net Paying Sub Agent Allocation 1 of 1 SUB NET Previous Bute Allocate Total Tendered Amount to Allocate 0 00 Original Outstanding Allocated Partial Full Amount Amount Amount Payment Payment Ii4 05100013 Broking Googly Bear Toys and Gifts Pty Ltd 15 08 2005 1 062 60 1 062 60 115 05100014 Broking Googly Bear Toys and Gifts Pty Ltd 19 08 2004 756 66 756 66 135 05100014 Brokin bys and Gifts Pty Ltd 19 08 2005 910 85 910 85 165 06050001 Broking Smith 30 06 2007 850 16 250 16 I 06070001 Broking B En 26 08 2006 7 062 55 7 062 55 Document Reference Source Insured Due Date Short Cuts for Date Fields In all date fields in bais you can use the following shortcuts T Inserts today s date n Subtracts n days f
10. ccessing bais Click Add and the entry should be moved into the Allowed Sites section Click Close Close your browser screen completely and open a new one to allow these new settings to take effect Ibais User Manual BA Insurance Systems Chapter 1 Introductory How to Access the Ibais System Ibais is an internet based system and therefore access is via the Internet Explorer Browser Call up Internet Explorer you will need Version 6 or later and type in the internet address www designbais com baweb if you are a Bureau user or the IP address provided to you if you are a Standalone site Oo File Edit View Favorites Tools Help esse Bo B e Grs a BAIS BA lnsurmoance Systems Welcome to BAIS Online gt gt ABOUTUS ARDDUCTE gt SUPPORT gt gt BUREAU gt gt COMTACT welcome Advantage 3 GET CONNECTED CLICK FOR THE LATEST NEWS i to the BAIS bureau i A COST EFFECTIVE WAY TO ENJOY THE BENEFITS OF BAIS SOFTWARE amp MORE gt gt i Copyright 2005 B A Insurance Systems Save the address as a Favourite and it will always be easily available Ibais does not have a continuous connection to your server and we advise you to open a session in the morning and leave it minimised then when you need it you can simply maximise the browser and start entering details Ibais User Manual 1 7 O BA Insurance Systems Chapter 1 Introductory Logging In When you browse to the bais ho
11. ctly If it is not in this zone security will stop certain functions from working correctly and by default pop up screens will be blocked The following explains the correct settings and how to add a site into the Trusted Sites in Internet Explorer 6 and 7 Open Internet Explorer and click on Tools Select Internet Options This will display the window below Click on the Security tab Internet Options PK General Security Privacy Content Connections Programs Advanced Restricted Select a zone to view oF change security settings Click on the Trusted Internet Local intranet Trusted sites sites icon sites Trusted sites The Security level for this aites zone should be set to This zone contains websites that you 5 o trust not bo damage your computer or Low your Files You have websites in this zone In Internet Explorer 6 this is the default level so if Security level For this zone not set to low it can easily Allowed levels For this zone All be changed by clicking on M e e A or the Default level button Low Minimal safeguards and warningfrompts are provided In Internet Explorer 7 this Most content is downloaded ag run without prompts o All active content can run Bo Appropriate For sites that you absolutely trust is not the default level so it will need to be changed
12. gional and Language Settings S Control Panel File Edit view Favorites Tools Help Back Q x 5 P Search ey Folders E Address Control Panel 2 A Control Panel 5 a Add or Administrative Automatic Date and Time Display switch to Category View i Remov Tools Upd HA INTEL See also A oe Folder Options Fonts Game RJ Internet Java Windows Update Controllers PROSet Wired Options Help and Support a p 3 Keyboard Nero Network Phone and Portable Media ImageDrive Connections Modem Devices a G fe s 0 a Power Options Printers a Regional and lt Scheduled Security Sounds and Language Tasks Center Audio Devices e a Taskbar and User Accounts Windows Wireless Start Menu Firewall Network Set Customize the Start Menu and the taskbar such as the type displayed and how they should appear Ibais User Manual 1 2 O BA Insurance Systems Chapter 1 Introductory This will open up a new window Here you select both the options under Regional Options and change them so the 1st one is set to English Australia and the 2nd one to your location Then click Apply and your regional settings will be changed Regional and Language Options Eales Regional Options anguages Advanced Standards and formats This option affects how some programe format numbers currencies dates and time Select an item to match its preferences or click Customize to choose
13. me page you will be required to enter your User name and Password Connect to designbais bais com au EJEI designhais bais com au User name Remember my password Enter the UserlD and password you were provided with Bureau users will be prompted when you log in for the first time to change your password on the following screen Input your Old password first and then the New one Create a password that is Change Your Password unique and not easy for others to guess Avoid Old password names of family members New password combination of alpha and numeric This is your secure access to the a system so treat it as you would a pin number l and try to use a Confirm new password Click on the Change Password buiton to continue Ibais User Manual 1 8 O BA Insurance Systems Chapter 1 Introductory When the password is successfully changed the following screen is displayed Password changed Your password has been changed Please click here to enter the site Click here to continue into the web enquiry system Once you have successfully passed the security check you will be presented with the first bais form When this screen is displayed you can use F11 to remove the unnecessary toolbars and make the system full screen Pressing F11 again reverses this if required Account Selection Change Password Logout e SINGAPORE SAD NU Welcome Jim Ar
14. mstrong BA Insurance Systems Task Management Insurance Manage all of your business contacts and activities from within Task 5 Access all of your insurance processing functions and insurance chent and Management The system can generate business related tasks g upcoming J i insurer enquiry routines Premium Funding is aiso available here renewals and you can enter tasks r Claims Accounting Enter and enquire on all claims related matters claims registration establishment Access a fully integrated suite of financial and admunistrative processes and management of reserves payments to parties involved in the claim claims including receipting payments cheque write backs and joumais Aso enquire on review processes and management information clients insurers sub agents and general ledger aocounts Knowledge Exchange This is a restricted zone Maintenance of the BA system files and user security s 27 2 Links are provided to system documentation and to the iNavigator Knowledge is undertaken here All rates tables are updated from within this zone F management portal Links are also provided to the BA download area for selected BA software Email support bais com au r Phone 612 99341888 Fax 61299341889 Ibais User Manual 1 9 O BA Insurance Systems Chapter 1 Introductory How to Drive Ibais The system is driven through the lbais Home Page shown above The page has a number of topic panels with links
15. rom today s date e g if today is the 15 inputting 1 will insert 14 of the current month automatically n Adds n days to today s date e g if today is the 15 inputting 1 will insert 16 of the current month automatically Also It is not necessary to input the year if the date you are inputting is in the current year If you input 15 6 or 15 6 the system will automatically insert 15 06 08 in the date field for you Ibais User Manual 1 11 BA Insurance Systems Chapter 1 Introductory Colour Assistance The lbais system allows for easy recognition of the status of transactions by providing a variety of colours to denote certain information Red on a dollar amount denotes an overdue debt Client Orig Blient G S Creditor Creditor Arnt Amt Orig Amt O S Amt kana A Ren PBI Blues Road Sydney To Be Advised ROYAL A 15 10 07 15 10 08 pose 4688 98 4698 98 432818 432818 Memo No Type Class Risk Description Policy Number Us ay St Start End Invoice Pink on a dollar amount denotes that the debtor is different to the insured and that another debtor is responsible for payment e g A third party broker subagent Orig Amt O S Amt 1716 66 1606 66 1606 66 Memo No lt Type EndNo Reason Policy Number U W St Start End Invoice waa g Creditor Creditor 07120008 E Pol 07000 New Business Existing To Be Advised ALLIANZ A 01 10 07 01 10 08 JEEE Purple Transaction Type denotes a Quoted Premium Funding loan Client Orig
Download Pdf Manuals
Related Search