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Adding a User Defined Warning

Add
User Defined Warnings
that will be displayed during the Notice Generation process if certain notice criteria are met.
  1. On the Main Menu, select
    Utilities > Data Setup > Personal or Commercial Lines Setup > User Defined Warnings
    .
  2. If there is a list of previously created warnings, select the warning you want to change and select
    Edit
    .
  3. To create a new warning, select
    Add New
    .
  4. Enter a unique
    Rule Name
    .
  5. Select the
    Base Policy Type
    from the drop-down list.
  6. Select the
    Policy Print Title
    from the drop-down list.
  7. Select the
    Notice Type
    from the drop-down list.
  8. Select the
    State
    from the drop-down list.
  9. Enter the warning text.
  10. When finished, select
    Save
    on the side menu.