Chapter 1 - Introductory
Contents
1. Switch to Classic View i C k j ago Appearance and Themes Printers and Other Hardware e See Also es D Windows Update A Help and Support lt Network and Internet Connections User Accounts Other Control Panel Options Add or Remove Programs x Date Time Language and Regional Options yd Sounds Speech and Audio Devices Accessibility Options f LA m 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 Regional and Language Settings amp Control Panel File Edit View Favorites Tools Help Back 7 P Search m Folders G Address Control Panel ro V4 Control Panel Add or Administrative Automatic Date and Time Display CF Switch to Category View Remov Tools Updates Folder Options Fonts Game Intel R iR Windows Update Controllers Extrem PROSet Wired Help and Support ES Keyboard Mouse Nero Network Phone and Portable Media ImageDrive Connections Modem Devices Power Options Printers an Regional and anners and Scheduled Security Sounds and Language Cameras Tasks Center Audio Devices See Also 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 Iba2. payments to parties involved in the claim claims review processes and management information Claims This is a restricted zone Maintenance of the BA system files and user security is undertaken here All rates tables are updated from within this zone Administration t Report Cabinets Logout B A Insurance Systems P L Welcome Sheri Andrews Favourites Access all of your insurance processing functions and insurance client and insurer enguiry routines Premium Funding is also available here f f 4 f f Insurance f Accounting Access a fully integrated suite of financial and administrative processes including receipting payments cheque write backs and journals Also enquire on clients insurers sub agents and general ledger accounts Accounting Knowledge Exchange Links are provided to system documentation and to the iNavigator Knowledge management portal Links are also provided to the BA download ares for selected BA software N Email support bais com au Phone 612 99341888 Fax 61299341889 BA Insurance Systems Chapter 1 Introductory Select the database in which the issue occurred Support HelpDesk Transaction File Mebpage Dialog Register a Support Call Logged By ands Sheri Andws bagged 23 06 2018 16 05 Account for which PULSE TEST the problem exists Time Company BAIS BA Insuragice Systems Contact Name Sheri Andrews C
3. activities from within Task J Access all of your insurance processing functions and insurance client and Management The system can generate business related tasks eg upcoming insurer enquiry routines Premium Funding is also available here renewals and you can enter tasks gt j CE f k I Cae eut JE Insurance f Claims Accounting Enter and enquire on all claims related matters claims registration establishment Access a fully integrated suite of financial and admanistrative processes and management of reserves payments to parties inwolved in the claim claims including receipting payments cheque write backs and journals Aso enquire on review processes and management information clients insurers sub agents and general ledger accounts Knowledge Exchange This is a restricted zone Maintenance of the BA system files and user security gt A Links are provided to system documentation and to the iNavigator Knowledge is undertaken here All rates tables are updated from within this zone A management portal Links are also provided to the BA download area for selected BA software Email support bais com au Phone 612 99341888 Fax 61299341889 Ibais User Manual 1 10 BA Insurance Systems Chapter 1 Introductory How to Drive bais The system is driven through the lbais Home Page shown above The page has a number of topic panels with links to the panel s relevant functions The bais Security system
4. only enables access to panels and functions that you are allowed There is alsoa 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 11 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 Ctri N to open an additional session which you can then navigate to with Alt Tab if you need to enquire on something while processing F1 By pressing F1 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 Pressing the IGNORE button will ignore a misspelled word for that particular spell check action If you do the spell check on the same field the spell checker
5. part of the manual as required by clicking on the relevant chapter to download the pdf femal Explorer provided by BAE Piy Lid slip Favorites 3 Suggested Sites 4 Get More Add ons v Development Account B hitp www bais coma X fh mb v Pages Safetyy Toos Logging a Support Call Ibais User Manual INSURANCE SOFTWARE bois KnowledgeBais To make it easier for you to access the sections of the manual most relevant for you we have split the User Manual Please remember to check the Release Notes section regularly for any updates Title Contents Release Notes pdf Chapter 1 Introductory pdf Chapter 2 Enquiries and Processing pdf Chapter 3 Claims pdf Chapter 4 Task Management pdf Chapter 5 Accounting pdf Chapter 6 Premium Funding pdf Chapter 7 Reporting pdf Chapter 8 Sunrise pdf Chapter 9 General Ledger pdf Chapter 10 Administration pdf Appendix APRA Data Collection and Reporting pdf Index pdf Account Selection Change Password All Options BAIS BA Insurance Systems Wednesday 23 Jun 2010 16 04 Welcome to ibais Task Management Manage all of your business contacts and activities from within Task Management The system can generate business related tasks eg upcoming renewals and you can enter tasks Task Management gt Claims Enter and enquire on all claims related matters claims registration establishment and management of reserves
6. 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 General Security Privacy Content Connections Programs Settings Enable offline items to be synchronized on a schedule A Enable page transitions Enable Personalized Favorites Menu Enable third party browser extensions requires restart Enable visual styles on buttons and controls in web pages Force offscreen compositing even under Terminal Server requ Ensure that the option highlighted here is NOT selected ticked IRL WPT SI IRIS Reuse windows for launching shortcuts Show friendly URLs Show Go button in Address bar Underline links Always C Hover C Never Use inline AutoComplete M 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 currently blocked You can allow pop ups from specific Fal websites by adding the site to the list below Address of
7. website to allow bale com au Allowed sites NEw gov au Remove Remove all Notifications and filter level Play a sound when pop up i blocked Show Information Bar when pop up i blocked Filter level Medium Block most automatic pop ups w 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 accessing 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 Setting up Pages in bais To ensure correct report and document printing please make sure the following has been setup in your Internet Explorer Page Setup Settings 1 In Internet Explorer go to File then select Page Setup 2 Choose paper size A4 3 Delete anything in Header and Footer if there is anything there 4 Set all margins to 0 5 Click OK then go back in to page setup to make sure the changes have been applied The margins will not remain as zero but this will default to the minimum possible margins for the default printer selected See screen shot below Page Setup Headers and Footers Header Orientation Margins millimeters Portrait Lett gB 01 Right 16 18 C Lands
8. will pick up that word even if it has been previously ignored Pressing the LEARN button will learn a misspelled word as a new word but only for your UserID These words can be UN LEARNED by clearing the browser s cookies Ctrl F On screens where you are searching through a listing of data i e Items to allocate against in a cash receipt you may use Ctrl F to search or find the required data as highlighted below F7 bais spell check function cannot be manipulated by our users Cash Receipts Bank Account 050 Name of Bank Currency AUD Banking Location Type of Cash Receipt Debtor Receipt Debtor B Amount to Contact Person Debtor Code Debtor Name bto sorma Allocate Telephone 02 9955 9955 BE SUB NET Net Paying Sub Agent a Business Terms 45 Executive Outstanding Amt 323280 98 Tender Type CHEQUE Cheque Date 19711707 AUD AUSTRALIAN DOLLARS Find what i S Amount D ane smith i Bank NAB I Match whole word only ras Branch Name SYDNEY I Match case Up Down Drawer aardvark Enterprises Cheque Number Net Paying Sub Agent Allocation 1 of 1 SUB NET Total Tendered Amount to Allocate Document Reference Source Insured Class Due Date onone Hana Rae FER ue 114 05100013 Brokin Googly Bear Toys and Gifts Pty Ltd 15 08 2005 1 062 60 1 062 60 115 05100014 Brokin Googly Bear Toys and Gifts Pty Ltd 19 08 2004 756 66 756 66 135 05100014 rokin Googly Bear Toys and Gifts Pty Ltd 19 08 2005 910 85 910 85 165 06050001
9. bais INSURANCE AIS be Chapter 1 Introductory Ibais User Manual BA Insurance Systems Chapter 1 Table of Contents CHAPTER 1 INTRODUCTORY ccccceeeeeeeeeeeeeeeeeeeeeeeesssssssseeeeeeeeeeseeeeaeoogaessssssssseeeeeeesessesaaaonaaes 1 1 BEFORE YOU BEGIN ec a A A ee 1 1 Changing REGIONAl Settings sciccswicdccsecctesticnsutiectsnuieseddgndaneassededednnsadactisededadtcndadantsodeeendcndadactsedsecttaedunads 1 1 Adding the bais Site to Trusted Sites 1 4 Deselecting the Re Use Windows Option ss 1 5 Allowing Sites for Pop UPS cccccscsseececccceseeceescceseeceesecesaneeecccserececcceseeeecsoceceeeessccseneeesseaseeees 1 6 Setting up Pages in DANS seers ventie cencercveesebanisattnciedeiessissaniedinesiecise EEANN EAEN NEKENAKEN EEANN AEEA 1 7 HOW TO ACCESS THE BAIS SYSTEM ccccccccsscssssessssseeeeeecceseceeccssesecccesssseseeneneeeceseeesssseecacauessedeeseaeeeeeeeees 1 8 NN A E noes eceuatedeeseaseneecte 1 9 HON TO RIN BA a 1 11 Ro E ET 1 12 MOM GUIS TOR Date RIE a E ee eat 1 12 coU ASSISTE aa E A O E NO 1 13 FAVOURITE aa E E E A 1 14 GETENG REU e ee tn 1 15 Accessing the Mandanda iraniens sac rate nentadattsmene casse des dite ete lasaan 1 15 Logging a Support CAISSE sens ssnertess nc eassessemesne must tresses ce docenssvt 1 16 Ibais User Manual BA Insurance Systems Chapter 1 Introductory Chapter 1 Introductory Before you Begin To ensure all your browser settin
10. cape e i Bottom 14 74 Cancel Printer Ibais User Manual 1 7 BA Insurance Systems Chapter 1 Introductory How to Access the bais System bais 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 https designbais bais com au ibais if you are a Bureau user or the IP address provided to you if you are a Standalone site File Edit View Favorites Tools Help Hd L Page Groot BAIS BA Insurance Systems Welcome to BAIS Online gt ABOUTUS BROCUCTS gt SUBRORT BUREAU COHTACT PA Advantage D news CLICK FOR THE LATEST NEWS game to the BAIS bureau Ts A COST EFFECTIVE WAY TO ENJOY THE GET CONNECT ED a iy BEHEFITS OF BAIS SOFTWARE OX 7 a 4 i MORE gt gt 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 8 BA Insurance Systems Chapter 1 Introductory Logging in When you browse to the bais home page you will be required to enter your User name and Password Connect to designbats bais com au EE designbai
11. er 2006 Australian format day month year as shown here dddd d MMMM yppy ww Long date format Apply 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 lbais Site to Trusted Sites The lbais site https designbais bais com au ibais for Bureau users or the IP address you use to access bais for Standalone users needs to be added to the Trusted Site zone to function correctly 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 x General Security Privacy Content Connections Programs Advanced Select a zone to view or change security settings Si Vv Internet Local intranet Trusted sites Restricted Click on the Trusted sites icon Trusted sites The Security level for this zone should be set to f This zone contains websites that you E trust not to damage your computer or Low your Files You have websites in th
12. gs 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 local date 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 then Clicking on Control Panel See image below e HF PD El tl Jocuments RealPlayer Microsoft FaxNumbers Office Ex Sa J Aid Greg Joannou Internet My Documents e Internet Explorer Y 4 i My Recent Documents gt e E mail ory i Microsoft Office Outlook r FRS D My Pictures D Calculator B my Music ov SBClient Zo My Computer My Network Places X Microsoft Office Excel bs 2003 Microsoft Office Word 2003 et Program Defaults Remote Administrator Connect To viewer Printers and Faxes ah Notepad 2 Help and Support Command Prompt pe Search 33 Windows Messengey FJ Run wW Paint Acronis True Ige md Corporate W kstation All Progragfns gt 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 BA Insurance Systems Chapter 1 Introductory Control Panel File Edit View Favorites Tools Help Back i pe Search gt Folders ies Address G Control Panel va Contral Panel Pick a category
13. is User Manual 1 2 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 K Note overseas sites should set these Caa aeai ka options to match the local standards This option affects how some programs format numbers currencies dates and time Select an item to match its preferences or click Customize to choose v Customize Number 123 456 789 00 Currency 123 456 789 00 Time 10 16 25 AM Short date 24 05 2006 Long date Wednesday 24 May 2006 Location To help services provide you with local information such as news and weather select your present location Comes 4 Click on the Customize button which will show the following window Click on the Date tab to open this screen Customize Regional Options Numbers Currency Time Date Calendar When a two digit pear is entered interpret it as year between wd as Je Short date Short date sample 0410 06 Short date format EEE Where the Short date format and Long Long date date format are make sure they are in 1 6 55 Long date sample Wednesday 4 Octob
14. is zone In Internet Explorer 6 this is the default level so if not set to low it can easily Allowed levels For this zane All be changed by clicking on mn sssac anses name the Default level button j Lou Minimal safeguards and warningfirompts are provided Most content is downloaded ag run without prompts All active content can run Appropriate For sites that you absolutely trust Security level for this zone In Internet Explorer 7 this is not the default level so it will need to be changed Default level Reset all zones to default level is Now click on the Sites button above which will bring up the following window Ibais User Manual 1 4 BA Insurance Systems Chapter 1 Introductory Trusted sites ou can 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 Add this website to the zone address in the space provided next to the https designbais bais comau i Add button Once you have typed it and double checked the spelling click on Add Websites http 192 168 199 124 Remove Remember http Daisdev if you are a Standalone user this will not be NASA EE the address shown here substitute the IP address you were given to access Require server verification https For all sites in this zone ba IS Close You may or may not already have
15. mo No lt Type EndNo Reason Policy Number U W St Start End Invoice Gra ini 07120008 o Pol 07000 New Business Existing To Be Advised ALLIANZ 01 10 07 01 10 08 PEEP Purple Transaction Type denotes a Quoted Premium Funding loan Client Orig Client O S Creditor Amt Amt Orig Amt 07050105 Pol 07000 TEST PHDO00086 ROYAL 01 07 07 30 06 08 PJECE 1957 60 0 00 1759 60 ype JEndNo Reason Policy Number U W St Start End Invoice Blue Transaction Type and Invoice Number denotes a Converted Premium Funding loan Type EndNo Reason Policy Number U W St Start End lient a Client sie re 07040008 Tend FE 07006 Existing New Business t PHDO00041 ROYAL A 01 04 07 31 03 08 1957 60 1957 60 1759 60 Yellow Memo Number denotes a transaction Suspended in bais Client Orig Client O S Creditor lt Type EndNo Reason Policy Number U W St Start End Invoice ei ne LATE Pol 07000 New Business Renewable To Be Advised cou A 14 11 07 14 11 08 b ni 926 50 926 50 816 50 Orange Memo Number denotes a transaction Suspended in SBClient Client Orig Client O S Creditor gt Type Class Risk Description Policy Number U W St Start End Invoice Amt bee Ona An End JAY TEST 12345 ALLIANZ 01 10 07 01 10 08 JEEG 0 00 0 00 0 00 Creditor O S Amt 1606 66 Creditor O S Amt 0 00 Creditor O S Amt 1759 60 Creditor o S Amt 16 50 Creditor O S Amt 0 00 Ibais User Manual 1 13 BA Insurance Systems Chapter 1 Introductor
16. ontact Phone 02 9934 1888 Contact Email sheri bais com au Priority Category Please Select a Category v Details of Call Memorandum No Brief Description of Issue Detailed Description of Issue File Attachments Input as much detail as possible to assist the support team in investigating and resolving the issue Select a category for Change Add User Logins or Access the type of issue Your contact details bois Select the priority of the issue See guidelines below Please Select a Category Bank Reconciliation Change to Policy Document Layout Claims Processing Development Quote Request General Ledger Locked Record Other Assistance Policy Processing Printing Issues Rebuild Sales Request Reports Sunrise Sunrise Change to Manual Trust Accounting Balancing Upload Upload Upload You can upload up to three attachments such as screen shots showing error messages or examples of reports Ibais User Manual 1 17 BA Insurance Systems Chapter 1 Introductory Guidelines for selecting the priority of a support call Critical The entire system is unavailable or its use is severely restricted and there is no workaround All users affected High An essential component of the system is not working or is not working correctly or is working with limited functionality and there is no workaround Most users o
17. our business contacts and activities from within Task Access all of your insurance processing functions and insurance client and Management The system can generate business related tasks eg upcoming insurer enquiry routines Premium Funding is atso available here renewals and you can enter tasks BBaaar Insurance Ery Task Management a Claims Accounting Enter and enquire on all claims related matters claims registration establishment Access a fully integrated suite of financial and administrative processes and management of reserves payments to parties involved in the claim claims including receipting payments cheque write backs and journals Also enquire on review processes and management information clients insurers sub agents and general ledger accounts Claims Accounting tn dr Administration Knowledge Exchange This is a restricted zone Maintenance of the BA system files and user security LA A Links are provided to system documentation and to the iNavigator Knowledge is undertaken here All rates tables are updated from within this zone lt management portal Links are atso provided to the BA download area fog selected BA software DN _ Email support bais com au Administration Phone 612 99341888 Fax 61299341889 Ibais User Manual 1 15 BA Insurance Systems Chapter 1 Introductory The KnowledgeBais screen is displayed as below and from there you can access any
18. r important business function affected Medium An essential component of the system is not working or is not working correctly or is working with limited functionality and there is a workaround Low A non essential component of the system is not working correctly or only one or a small number of policies are affected One or a small number of users affected Once your call is logged you will be sent an email acknowledgement with a support call reference number and a summary of the details you have submitted Ibais User Manual 1 18 BA Insurance Systems
19. rokin Jon 30 06 2007 850 16 850 16 166 06070001 rokin Johnny Depp CWAP 26 08 2006 7 062 55 7 062 55 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 from 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 lt 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 12 BA Insurance Systems Chapter 1 Introductory Colour Assistance The lba is 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 lient O S Creditor Amt Amt Orig Amt 05100030 ds Ren PBI Blues Road Sydney To Be Advised ROYAL 15 10 07 15 10 08 JEJE 4688 98 4688 98 4328 18 Memo No gt Type Class Risk Description Policy Number U W St Start End Invoice Creditor O S Amt 4328 18 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 1716 66 1606 66 lient Orig Cli Creditor Me
20. s bais com au User name f Remember my password Enter the UserID 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 and try to use a New password combination of alpha and Confirm new password numeric This is your Change Password secure access to the system so treat it as you would a pin number Click on the Change Password buiton to continue Ibais User Manual 1 9 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 SINGAPORE INSURANCE SOFTWARE Welcone Jim Armetrone BA Insurance Systems X Favourites Task Management Insurance Manage all of your business contacts and
21. y 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 Clicking on the Yes No field enables or disables the function as a Favourite Type Category and SubCategory dropdowns allow you to select the items that appear on the Favourites report Account Selection Ch nge Password Available Forms and Reports Type Select Type A v Category Select Category M Sub Category Select Sub Category M Type Category Sub Category Form Report Click to Run Favorites Administration Users and Security User Administration Broking Processing Client Enquiry and Policy Processing Task Management Processing Tasks and Notes Entry Refine by Description i Ibais User Manual 1 14 BA Insurance Systems Chapter 1 Introductory Getting Help Accessing the Manual You can access the user manuals by clicking on the Ibais Manuals icon or hyperlink on the Home screen as shown below Account Selection Change Password All Options f eport Cabinets Logout e B A Insuranke Systems P L bois Welcome Sheri Andrews BA Insurance Systems Wednesday 23 Jun 2010 16 04 Welcome to ibais a Ibais Manuals Log a Support Call Favourites Task Management Insurance Manage all of y
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