Diary

The ATS Diary is a powerful tool that you may use to remind
yourself of things that need to be done. You can create “To Do” notes for
yourself and others that may or may not be related to a specific claim.
Depending on how the system has been set up, claim specific diary entries may
also be generated automatically.

For your convenience, the ATS Diary is available from a number of different
programs. In this chapter, we will assume that you have just logged in and
clicked the Diary button on the Menu Bar of the Console.
Refer to the Claims chapter for specific information on how this
feature may be used while you are editing a claim.

The ATS Diary

Clicking the Diary button will display your Activity
List. For example.

Figure 8‑1: Diary Activity List

Note the column for LOB (Line of Business). If you have installed other
ATS products such as ATS/PAC Multi-line Liability or ATS/A&S Disability,
the diaries created using those products will appear on the list with the
corresponding icon. You may also have different data sources (databases) in use
especially if your company is a third-party administrator.

Changing the Display Order

By default, entries will be displayed in order by
their Target Date. The oldest entry will be at
the top of the list to make it easy to see which one needs to be addressed
first.

The default display order may not always be
convenient. To change the order, simply click on any of the column headings.
Click on the heading again to reverse the order.

Using the Filters

Filters are available at the top of each column of
the list to help you find specific diaries. In this example, we are searching
for diaries that contain “auto” anywhere in the subject, but you can also
search for those created by a specific user (adjuster), between certain target
dates or for a particular claim number.

Figure 8‑2: Diary List
Filter

Viewing Diary Entries

There are a variety of different lists available to
help you handle your diaries. They are:

·
Activity List

·
Due Today

·
Next 7 Days

·
Overdue

·
Reviewed

Since all diary entries appear on the Activity List, it is considered the
operator’s To Do list. It contains two types of entries. Typically, a diary
pertains to a specific claim or first report of injury, otherwise the entry is
considered a User diary and that Claim Number column is empty on the list. (You will find
that writing notes for yourself and others is a very handy feature.)

The Reviewed tab may be used to view your diaries
that are not on the other lists, but are still stored in the table as reviewed.

See also the Calendar section in this chapter for
information on another very handy way of viewing diaries.

The Supervisor’s Views

Operators with supervisor status have an extra set of
Menu options to list the diaries for the group of users for which they are the
manager or for all users when they have not been specified as a manager.
(Supervisors and their groups are defined with the ATS Security System.)

·
Group Activity List

·
Group Due Today

·
Group Overdue

·
Group Reviewed

Creating Diary Entries

ATS may be set up to generate claim-related diary
entries automatically, but you can also create diaries with the File-New menu
or toolbar button. This dialog will appear so you

The types of diaries are described as follows:

Type

Description

User
Diary

This
type of entry is not related to any particular claim. Typically, these are
notes to remind you of something to do such as a staff meeting, but you can
also create notes for other operators. (Refer to Reassigning Diary Entries section.)

Current
Claim

This
is the default option. The current claim is the claim or first report of
injury that has been highlighted on the Activity List.

Selected
Diary

This
option may be used to enter a diary for any claim. When selected, the LOB and Data Source fields will be enabled if
other ATS products and/or data sources have been installed.  (A Claim Selection dialog will appear when you click OK.)

A sample diary for a claim is shown below. Dates may
be typed in or entered with the Calendar button. You will be warned if the date
selected falls on a weekend or a holiday.

Figure 8‑3: Diary Entry
Screen

The Subject is the text to be displayed on the
Activity List. Entering a Message is
optional. When you finish entering the diary, click the Save and Close
button. The new diary will appear on your Activity List.

Selecting a Form/Letter

This is a very handy feature that may be used anytime
you know that a certain form or letter needs to be sent on a specific day. The
button next to the Letter Code field will list the documents that are
available for your use.

Button Actions Menu

There are a variety of operations that may be
performed from the button bar. They are:

1.
The Attach File
button will display the dialog shown below so you can attach any type of file
to the diary.

Figure 8‑4: Diary Attachment Dialog

Click the Browse button
to find the file you want. By default, the program will look in the user's My
Pictures folder. After selecting a file, click the Save button.

2.  The Detach
button is available if you wish to delete the file you attached previously.

3.   The Open Claim
button is available to display the case associated with the current diary. If
the diary pertains to a report of injury, that case will also be opened.

4.   The Show
Notes button may be used to display the notes
pertaining to the claim or report of injury.

Editing Diary Entries

A diary may be opened and edited in the same dialog
that is used to create it originally. The subject or message for a diary entry
may be edited along with the Scheduled (Target) Date. (See the Reschedule
section in this chapter.)

Marking Diary Entries as Reviewed

A diary must be marked as reviewed before it can be
removed from the Activity List. To do this, edit the entry,
check the Reviewed box, and save the record. After you exit, the item will no
longer appear on the list. The Mark as Reviewed button is
available to users with Supervisor status so they can mark diaries as reviewed
without having to edit them.

The Reviewed Diaries option may be used to view
diaries that are not on the Activity List, but are still stored in the
table as reviewed, in case you wish to see the entries before they are purged.

Printing Diary Entries

The diary entries that appear on the current list may
be printed by using the Print button.

Reassigning Diary Entries

There are many reasons to reassign diary entries.
People may go on leave and need someone to handle their job temporarily, the
adjuster on a claim may change, or a person may leave for another job.

Click the Reassign Diary button to list the users who are able to
receive diaries. Make a selection and click OK. Afterwards, the entry will
appear on the other person’s Activity List, not yours.

Rescheduling Diary Entries

At times, it may be necessary to reschedule diary
entries. You can open the diary and change the Scheduled Date or click the
associated button. A window will open so you can enter the new (target) date.

The ATS Calendar

The Calendar will give you a rough idea of the amount
of work to be done on any given day. It is available from the Show menu or the
associated button. When the calendar opens, three months will appear the
current date (in blue) will be selected by default. The days which have a diary
appear in red.

In this example, the Preview Pane has been selected so
the contents of each diary will be displayed.

Diary Setup
Considerations

A system administrator should use the following procedure
to set up the ATS Diary features:

1.         The
Diary Transfer,
Diary Receive and Supervisor permissions must be set appropriately for each
user with the ATS System Security module. The Manager must also be indicated
for each user who is not a supervisor so the user’s diaries will appear on the
list for the appropriate group.

2.         The appropriate values must be set with the
Module Parameters screen in order to trigger the generation of claim-related
entries.

3.         The
WCSCAN02 program that generates the claim-related entries must be scheduled to
run each day.

4.         By default, diaries will appear in yellow
or red to indicate that they are due or overdue. When the Diary is selected from the ATS Explore, the
Diary/Scan menu is available to set the number of days before a diary will turn
color.