Recent Activity widget

The Recent Activity widget includes a list of submissions that have had recent activity and the most recent activities performed on those submissions. The submissions with the most recent activity appear first. Within each submission, the most recent activities for that submission appear first.

Activities in this list include (but are not limited to) the following:

Creation of new submissions
Status changes (such as when a submission is assigned, quoted, bound, issued, endorsed, declined, canceled, and so on)
Changes to agent quoting status
Changes to agency or insurer organization or user information
Creation, modification, or deleting of notes and attachments
Sending of emails
Creation of reports
Copying or splitting of submissions

The default filter, My Agency - All, shows the submissions for your agency for which there has been activity in the last 7 days. Contact your Underwriting Management Administrator to change the options in this widget.

Within the Recent Activity widget, you can do the following:

Icon	Action	Details
	View or Edit a submission	Click a submission name to open it for viewing or editing. When you reopen a submission (during the same session), the submission opens to the section you most recently viewed.
	Expand	Click the Expand icon at the end of a submission row to view a summary of recent activity for that submission, with the most recent activity listed first. Click the icon again to collapse the view.
	Access preset filters	Click the Drop-Down icon at the right of the currently selected filter in the widget title bar to choose from preset filters (such as Active and All) and saved custom filters. (When you have selected a saved custom filter, a Save Filter As drop-down menu appears. From that menu, you can select Delete Filter if you want to remove the custom filter.) For more information, refer to Search filters.
	Search	Click the Search icon in the widget title bar to search using configurable customizable criteria. After you have selected your custom criteria, you can save the search as a custom filter (using the Save Filter As option) if you want to reuse it. For more information, refer to Search filters and Widget search criteria.
	Configure widget properties	Access a menu of options for the widget by clicking the Settings icon and then selecting the option you want to use. You can select the following options: Minimize the widget. Maximize the widget. Return to Default Size.
	Page browser	Click a page number, Back, or Next in the page browser at the bottom of a widget to view additional pages of content for that widget.

Note:

From anywhere in Underwriting Management, you can return to the Home page by clicking Home at the top-left of the window.