Summary of Main System Functions

Managing the Software

Manage Renewals Information
ReSure Explorer	Search, drill down and manage data using a “tree” viewer of Sites and Insurable Entities
Site Manager	Search for and update physical locations, bulk assignment of responsibility, bulk delete, bulk creation of Entity records
Entity Manager	Search for and update insurable Entities, bulk assignment of responsibility, bulk delete
Export	Create a spreadsheet template for importing data, or export your data to spreadsheets for updating, analysis and backup
Import	Load Site and Entity data from spreadsheets
Manage Renewals Process
Users	Register new users, view user details, manage user security
Access	View Data Access permissions of system users
Timetable	Create a timetable of renewal tasks and commence renewal events
Track Progress	View user progress in collecting renewals data
Audit Trail	Track user logons and activities
Reference Information
Period	Establish periods (renewal years) for data collection, select period for managing data, roll forward data to a new period
Risk Class	Create templates for capturing risk information from system library, modify, or create new templates, assign user access to Risk Classes
Region/Country	Manage Geographical location of Sites, assign user access to Countries
Business 1	Manage primary Organisation structure, assign user access to Businesses
Business 2	Manage secondary Organisation structure
Data Types	Set up currencies, measurements and conversion factors
My Start Page	Link a document as a Start Page

Collecting the Information

Scoreboard	Provides a summary of progress of the current user in providing renewals data for which they are responsible
Sites	Provides a list of Sites for which the current user is responsible, with access to data management forms
Entities	Provides a list of Insurable Entities for which the current user is responsible, with access to data management forms
Entity Table View	Allows direct editing of Insurable Entity data, using a spreadsheet-like table view, without the use of forms
Export	Create a spreadsheet template for importing data, or export your data to a spreadsheet for updating
Import	Load Site and Entity data from spreadsheets

Publishing the Information

ReSure Explorer	Search, drill down and manage data using a “tree” viewer of Sites and Insurable Entities
Collection Scoreboard	Provides a summary of the progress of all users who are responsible for providing renewals data
Summary by Risk Class	Provides report, using filters and sorts to display information within a specified Risk Class. Zone setting provides automatic conversion of currency and other measurements
Summary by Site and Risk Class	Provides report, using filters and sorts to display information within a specified Risk Class, organised by Site. Zone setting provides automatic conversion of currency and other measurements
Summary by Site	Provides report, using filters and sorts to display information about Sites
Risk Class Period Comparison	Compares totals of numeric values within a Risk Class by insurance period. Zone setting provides automatic conversion of currency
My Reports	Provides access to list of previously saved reports that may be re-run at any time with updated information