| Manage Renewals
Information |
| ReSure Explorer |
Search, drill down and manage
data using a “tree” viewer of
Sites and Insurable Entities |
| Site Manager |
Search for and update physical locations,
bulk assignment of responsibility, bulk delete,
bulk creation of Entity records |
| Entity Manager |
Search for and update insurable Entities,
bulk assignment of responsibility, bulk delete |
| Export |
Create a spreadsheet template for importing
data, or export your data to spreadsheets
for updating, analysis and backup |
| Import |
Load Site and Entity data from spreadsheets |
| Manage
Renewals Process |
| Users |
Register new users, view user details, manage
user security |
| Access |
View Data Access permissions of system users |
| Timetable |
Create a timetable of renewal tasks and
commence renewal events |
| Track Progress |
View user progress in collecting renewals
data |
| Audit Trail |
Track user logons and activities |
| Reference
Information |
| Period |
Establish periods (renewal years) for data
collection, select period for managing data,
roll forward data to a new period |
| Risk Class |
Create templates for capturing risk information
from system library, modify, or create new
templates, assign user access to Risk Classes |
| Region/Country |
Manage Geographical location of Sites, assign
user access to Countries |
| Business 1 |
Manage primary Organisation structure, assign
user access to Businesses |
| Business 2 |
Manage secondary Organisation structure |
| Data Types |
Set up currencies, measurements and conversion
factors |
| My Start Page |
Link a document as a Start Page |
| Scoreboard |
Provides a summary
of progress of the current user in providing
renewals data for which they are responsible |
| Sites |
Provides a list of Sites for
which the current user is responsible, with
access to data management forms |
| Entities |
Provides a list of Insurable
Entities for which the current user is responsible,
with access to data management forms |
| Entity Table View |
Allows direct editing of Insurable
Entity data, using a spreadsheet-like table
view, without the use of forms |
| Export |
Create a spreadsheet template
for importing data, or export your data to
a spreadsheet for updating |
| Import |
Load Site and Entity data from
spreadsheets |
| ReSure Explorer |
Search, drill down
and manage data using a “tree”
viewer of Sites and Insurable Entities |
| Collection Scoreboard |
Provides a summary of the progress
of all users who are responsible for providing
renewals data |
| Summary by Risk Class |
Provides report, using filters
and sorts to display information within a
specified Risk Class. Zone setting provides
automatic conversion of currency and other
measurements |
| Summary by Site and Risk Class |
Provides report, using filters
and sorts to display information within a
specified Risk Class, organised by Site. Zone
setting provides automatic conversion of currency
and other measurements |
| Summary by Site |
Provides report, using filters
and sorts to display information about Sites |
| Risk Class Period Comparison |
Compares totals of numeric
values within a Risk Class by insurance period.
Zone setting provides automatic conversion
of currency |
| My Reports |
Provides access to list of
previously saved reports that may be re-run
at any time with updated information |
