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...|

Finding your way on the Exergy Main window

The Exergy main window is like a platform or dashboard that allows you to access a vast range of functions and features. If you have entered the correct user name and password, the ‘Main’ window opens and should look like the following: At the top is the menu bar. Under each menu is a list [...]

By |February 18th, 2015|Exergy general, Exergy main|