COM44052 - Case records: agents: more than one agent on record (Action Guide)
To set up and maintain an agent with a period of responsibility, consider steps 1 - 6 below. The guide is presented as follows
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Set up second or subsequent agent with a period of responsibility |
Steps 1 - 3 |
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Steps 4 - 6 |
Set up second or subsequent agent with a period of responsibility
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1. |
Use Function AMAG (Add/Amend Agent) to view current agent details. To keep this agent and add a second one choose the ‘Keep this agent and add a new agent’ option from the ‘Cease/Add Agent’ drop down list then select the [OK] button |
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2. |
When you see the update screen (TXP002J), enter the new agent details, select the [P of R] button and select the [OK] button |
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3. |
In the dialog box enter the start and end of the period for which the new agent is responsible (usually a specific AP or APs), then select the [OK] button |
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Note: If you do not know the Agent ID use Function TRAG (Trace Agent) to find it |
Correcting a period of responsibility
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4. |
Where a start date has been entered in error or is incorrect make a note of the Agent ID, 64-8 details and any client reference set on the company record |
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5. |
Use Function AMAG (Add/Amend Agent). In the ‘Cease/Add agent’ field, choose the ‘Cease this agent and add a new agent’ option and select the [OK] button |
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6. |
The incorrect agent information will be noted as ceased, and you will be presented with a blank screen to re-enter the details of the agent and period of responsibility details as necessary |
