Скачать презентацию Comparative Reporting Analysis CR A How To Run Скачать презентацию Comparative Reporting Analysis CR A How To Run

a9c373275c416b53fee84be214092f8b.ppt

  • Количество слайдов: 19

Comparative Reporting & Analysis (CR&A) How To Run a Report For sample use only. Comparative Reporting & Analysis (CR&A) How To Run a Report For sample use only. Reports do not reflect actual client information or all of the products or options available for each report. © 2012 Unum Group. All rights reserved. Unum is a registered trademark and marketing brand of Unum Group and its insuring subsidiaries. Revised by CRS 3/9/2012

Logging on to the CR&A Website Once you have accessed the site for the Logging on to the CR&A Website Once you have accessed the site for the first time, you will be prompted to select or create up to three security questions and answers. This will enable you to access your CR&A account from any computer. 2

Logging on to the CR&A Website After your Unum representative has registered you for Logging on to the CR&A Website After your Unum representative has registered you for CR&A services and you have received your digital certificate from Support Services, you can log onto the CR&A site. Type the address of the CR&A website https: //unum-secure. optis. com/unum into your Internet browser address line. Next, input your username and password. (Your username and password are given to you by the Support Services representative after you install your digital certificate. This information should not be shared. ) 3

Accepting the User Agreement Your company representative has already signed a contract between your Accepting the User Agreement Your company representative has already signed a contract between your company and Unum through the CR&A Registration form. The one-time acceptance of the User Agreement merely reinforces the customer agreement that is already in place. We want to be sure you understand accept the responsibilities associated with CR&A reporting access. Accept the Agreement. If you would like a copy of the Agreement, please refer to the CR&A Help Site. Accept opens the Home page. You are not able to see the home page until you accept the Agreement. 4

CR&A Home Page The Home page contains the main menu bar for report selection, CR&A Home Page The Home page contains the main menu bar for report selection, and it also has lots of other information. Highlights include the Claim/Leave Search, access to Completed Reports, or opening the expansive Help Site. Tip: The main menu bar is different for each user. The menu items vary according to the services and security of each user. 5

Creating Reports – Menu Selection Moving your cursor over the CR&A Reports menu reveals Creating Reports – Menu Selection Moving your cursor over the CR&A Reports menu reveals a selection of available report wizards for your permission level. In our example, we will create a Claim Status Report, which can be accessed by moving your cursor over Claim Activity Reports. 6

Features of the CR&A Reporting Wizard Claim Status Report 3 sections are shown: Company Features of the CR&A Reporting Wizard Claim Status Report 3 sections are shown: Company Information, Claims, and Other Options Many of our more popular reports use a single-page wizard. You can just press run to create a report! Special indicators allow searches and selections without having to navigate through multiple wizard screens! Default is Open claims. Don’t like your selections? You can Reset or Cancel your report. Default is Partial SSN. Details for each section to follow. 7

Company Information Claim Status Report Company: This is pre-populated according to user security. __________________ Company Information Claim Status Report Company: This is pre-populated according to user security. __________________ Benefit Types: Check boxes are automatically selected – report will include all available benefit types related to user security. Only the Benefit Types that apply to the Company will appear. TIP: If you have access to multiple products and you only want your report to include LTD policies, for example, uncheck every box except LTD. __________________ Policy Number/Division/Party Number/Report Group: Users see information that is applicable to their security access (e. g. , If user only has FMLA access, Policy Number and Division entry fields will not be seen. ) TIP: If you want All, make no selections and proceed to the Claims section. Otherwise, enter associated number, name, or use the magnifying glass search symbol to make choices. See next slide for tips on searching. The Division and Report Group fields can only be used when the user selects a single Policy or Party Number. TIP: Criteria can be searched by Name or Number. Make as many or as few choices as you need. 8

Company Information – Tips On Searching Wild card searches can be performed by entering Company Information – Tips On Searching Wild card searches can be performed by entering the rangeappropriate “piece” of criteria, preceded and/or followed by an asterisk (*). In the example to the left, the number 001 followed by an asterisk (001*) searches for all entities that begin with 001. If the search criteria was preceded and followed by an asterisk (*001*), the search would be for all entities that contain 001. This brings up all items within a range, so long as the range itself is not too large (i. e. , search results that number over 50 items). You can either make or remove selections by double-clicking, or by single-click + Add (or Remove) your choice(s). 9

Claims Section Accept the default for Open claims, or choose All, New, or Closed Claims Section Accept the default for Open claims, or choose All, New, or Closed claims. Choose review period from drop-down selections. . . or, provide specific, customized dates in the date text boxes Please note that Status: All only allows selection via the From date. Open claims are open as of the “Data as of” Date Closed claims have been closed within the specified timeframe. New claims have been received by Unum within the specified timeframe. All claims are based on a combination of the New, Open and Closed claims criteria: For example, a starting date of 2/5/2012 and the “Data as of” date is 2/11/2012, would include: all New claims received from 2/5 – 2/11; all claims which are Open as of 2/5; and all claims that were Closed from 2/5 – 2/11. 10

Other Options – Advanced Selection Criteria Note: Protect customer’s private information by not giving Other Options – Advanced Selection Criteria Note: Protect customer’s private information by not giving a recipient more info than what the recipient is permitted to view. Make choices. If you have access to Social Security Numbers, you will see a SSN Display section. Your available choices will be based upon your SSN security access level. Output Type options are HTML or Unformatted Excel (ready for merging with other data sources). The default output is HTML because of the valuable header and footer information, as well as drill-down capability. 11

The Claim Status Report – HTML Features On-line Features: • Navigate around this large The Claim Status Report – HTML Features On-line Features: • Navigate around this large report by clicking on the tabs for each product (top left) and the horizontal and vertical scroll bars (below and to the right). • Wherever there is an underlined field (lower left), click on the underlined data to access on-line, drilldown tools with further information. The ability to download the report is as simple as selecting Excel or Adobe Acrobat from the drop-down list and clicking the Download button. 12

My CR&A Features - Overview My CR&A is an additional CR&A feature that maximizes My CR&A Features - Overview My CR&A is an additional CR&A feature that maximizes time and increases efficiency. My CR&A tools allow the user to access saved and scheduled reports; open completed reports; and customize the Home Page for one-click access to report wizards. The next few pages provide easy instructions for using these time-saving tools. All saved, completed, and scheduled reports will be found in My CR&A. Saved reports are located in My Report Wizards, which is accessed thru Saved Reports. The schedule information for scheduled reports is in Saved Reports. When the scheduled report is complete, it can be retrieved in Completed Reports. Favorite CR&A Reports are added by accessing Customize My CR&A. 13

Saving Reports Note: The Daily Absence Report does not need to be saved and Saving Reports Note: The Daily Absence Report does not need to be saved and scheduled. It is automatically generated through individual access selections on the Registration Form. Build your report. On the Summary page, create a name for the report and click save. Your report wizard will now be saved. The description field is not necessary, but is helpful if you want to use the same Report Name for different policies or divisions. Note: On Express Wizards, the Summary page is accessed thru the “Save and Schedule” button at the bottom of the wizard page. 14

Scheduling Reports Once the report is saved, click on the schedule button to open Scheduling Reports Once the report is saved, click on the schedule button to open the Report Scheduler. 15

The Report Scheduler By checking the delivery box, an email note will be sent The Report Scheduler By checking the delivery box, an email note will be sent to the user notifying them that the report is complete and ready to retrieve. Select the frequency of reports Click Save to schedule the report 16

Retrieving Saved Reports All completed reports, including scheduled reports, will be found under My Retrieving Saved Reports All completed reports, including scheduled reports, will be found under My CR&A - Completed Reports. 17

Completed Reports Note: The Daily Absence Report would appear on this page. Click View Completed Reports Note: The Daily Absence Report would appear on this page. Click View to download the report. Reports can be sorted by name, description, size, or run date. Sorting is particularly helpful when there are multiple versions of the same report. You should delete old reports that are no longer needed. 18

Need More? Technical Support Assistance Call 800 -678 -6614 Option 3 OR Send an Need More? Technical Support Assistance Call 800 -678 -6614 Option 3 OR Send an email to [email protected] com Documenting the facts resolves your issue faster and assists coworkers if they experience similar issues. Required Information Name User ID Phone Number Issue Error Location (e. g. , In Wizard? Or In Report? ) Report Name Report Criteria (user choices on wizard Selection and Summary screens; included on printed reports) Serial Number (only found in footer on printed reports) 19