Pending and un-pending workitems

Not sure what to do when you cannot capture everything you need to capture on a policy or claim, because you are either waiting for more information or on a response from a colleague / client / supervisor? Well, you can pend a workitem. Read more about it here. […]

By |March 10th, 2015|Exergy main, Work with...|

To Do Notes

  When you have accessed Exergy , the ‘Exergy’ window gives the user the option to create, maintain and view notes, which serve the purpose of task reminders and can be linked to a specific client (client not) or policy (policy note): […]

By |February 18th, 2015|Work with...|

Workpools and worklists

What on earth are workitems and workpools? Initially a workpool sounds like an oxymoron.. a pool just does not go down well with work. But hang on and let me explain: […]

By |February 13th, 2015|Work with...|