1. AIMS - Using The Technology
(HAND OUT THE AIMS INTERMEDIATE USERS GUIDE)
GOOD MORNING!
WELCOME TO THE AIMS INTERMEDIATE WORKSHOP. THE INTERMEDIATE MODULE HAS BEEN DEVELOPED FOR USERS WHO WANT TO LEARN MORE ABOUT THE ADVANCED FEATURES OF CLIENTVISION, THE AS/400 AND HOW YOU CAN USE THOSE FEATURES TO IMPROVE YOUR OFFICE EFFICIENCY, SERVICE AND MARKETING ACTIVITIES.
<CLICK>
Intermediate
Module
A District 07 Training Program

2. AIMS - Using The Technology
Agenda
ClientVision - Using the advanced features
Query 400
Managing the AS/400
Q & A
<CLICK>
OUR AGENDA TODAY WILL BE …
CLIENT VISION, USING THE ADVANCED FEATURES,
QUERY 400, HOW TO WRITE A SIMPLE QUERY,
MANAGING THE AS/400,
AND, A Q & A AT THE END.
A District 07 Training Program

3. AIMS - Using The Technology
Automating Common Tasks
Auto Renewals
Fire Renewals
Households with no Life Insurance
Today’s Comments by User
<CLICK>
WE WILL START WITH AUTOMATING COMMON TASKS,
SUCH AS PROGRAMMING THE SYSTEM TO AUTOMATICALLY PRINT OUT AUTO RENEWALS,
FIRE RENEWALS,
HOUSEHOLDS WITH NO LIFE INSURANCE,
AND TODAY’S COMMENTS BY USER
A District 07 Training Program

4. AIMS - Using The Technology
Print Auto Renewals for next month
Print Fire Renewals for month after next
Print Households with no life coverage
Print Today’s Comments by User
LET’S START WITH REPORTS THAT MOST OF YOU NEED, SUCH AS PRINTING AUTO RENEWALS FOR NEXT MONTH, FIRE RENEWALS FOR MONTH AFTER NEXT AND HOUSEHOLDS WITH NO LIFE COVERAGE.
TURN TO PAGE 1 IN YOUR GUIDE. THIS INDEX IS AN ALPHABETICAL LISTING OF THE FUNCTIONS CONTAINED IN YOUR GUIDE.
WE WILL START WITH AUTO FIRST, THEN FIRE, THEN LIFE.
THE INDEX SHOWS THAT AUTOMATIC AUTO RENEWALS FOR NEXT MONTH IS ON PAGE 27. LET’S GO THERE NOW.
(SWITCH TO THE AS/400 SCREEN)
(FOLLOW THE PROCEDURE OUTLINED ON THE PAGES OF THE GUIDE AS YOU PROCEED WITH AUTO(PAGE 27), FIRE (PAGE 28), LIFE (PAGE 29) AND COMMENTS BY USER (PAGE 46).)
(SWITCH BACK TO THE PROGRAM)
<CLICK>
A District 07 Training Program

5. AIMS - Using The Technology
Copy a query from ClientVision
NEXT, WE WILL COPY A QUERY FROM CLIENTVISION, MAKE SOME CHANGES TO THAT QUERY AND USE IT IN A LETTER THAT WE WILL CREATE OUTSIDE OF CLIENTVISION.
(SWITCH TO THE AS/400 SCREEN)
TURN TO PAGE 36 (Copy an Existing Query) IN YOUR GUIDE. THERE YOU WILL FIND THE INSTRUCTIONS FOR COPYING A QUERY. LET’S DO THAT NOW.
(FOLLOW THE INSTRUCTIONS ON PAGE 36)
(SWITCH BACK TO THE PROGRAM)
<CLICK>
A District 07 Training Program

6. AIMS - Using The Technology
Adding a letter to ClientVision
Creating a letter outside of ClientVision and merge it with our query
IN THIS SEGMENT, WE WILL TAKE A LOOK AT ADDING A LETTER TO CLIENTVISION AND CREATING A LETTER OUTSIDE OF CLIENTVISION AND MERGING IT WITH OUR QUERY.
TURN TO PAGE 30 IN YOUR GUIDE TO ADD A LETTER TO CLIENTVISION.
(SWITCH TO THE AS/400 SCREEN)
(FOLLOW THE PROCEDURES OUTLINED ON PAGE 30 TO ADD A LETTER TO CLIENTVISION.)
(FOLLOW THE PROCEDURES OUTLINED ON PAGE 37 TO CREATE A LETTER OUTSIDE OF CLIENTVISION AND TO MERGE IT TO A QUERY.)
(RETURN TO THE PROGRAM)
<CLICK>
A District 07 Training Program

7. AIMS - Using The Technology
Marketing
Households with No Auto
Households with No Fire
Households with No Life
CLIENTVISION CAN MAKE YOUR MARKETING ACTIVITIES MUCH EASIER. IN THIS SEGMENT, WE WILL LEARN HOW TO CREATE A REPORT FOR MARKETING, THEN USE THAT REPORT TO RUN LETTERS TO SELECTED CLIENTS WITH HOUSEHOLDS THAT HAVE NO AUTO OR NO FIRE OR NO LIFE INSURANCE IN FORCE.
TURN TO PAGE 50 IN YOUR GUIDE.
(SWITCH TO THE AS/400 SCREEN)
(REFER TO THE MARKETING FUNCTIONS IN THE INDEX AND FOLLOW THE OUTLINE FOR THOSE FUNCTIONS SHOWN ON PAGES 50 (NO AUTO), 51(NO FIRE) , AND 52 (NO LIFE))
(RETURN TO THE PROGRAM)
<CLICK>
A District 07 Training Program

8. AIMS - Using The Technology
Service
Renewal Solicitation
Avoid Cancellation
Prematic Form Fill Cancellation
SERVICE IS A VERY IMPORTANT PART OF YOUR DAILY ACTIVITIES. IN THIS SEGMENT, WE WILL LEARN HOW TO RUN A REPORT FOR AUTO RENEWALS AND THEN SEND LETTERS TO SELECTED CLIENTS FROM THAT REPORT.
WE WILL ALSO LEARN WHERE TO FIND A LIST OF ACCOUNTS COMING UP FOR CANCELLATION AND RUN THE “AVOID CANCELLATION” OR “PREMATIC FORM FILL CANCELLATION” LETTERS FOR THOSE CLIENTS.
TURN TO PAGE 48 IN YOUR GUIDE.
(SWITCH TO THE AS/400 SCREEN)
(FOLLOW THE PROCEDURES AS OUTLINED ON RENEWAL SOLICITATION ON PAGE 48.)
FOLLOW THE PROCEDURES AS OUTLINE ON AVOID CANCELLATION ON PAGE 49.)
(FOLLOW THE PROCEDURES AS OUTLINED ON PREMATIC FORM FILL ON PAGE 54.)
(RETURN TO THE PROGRAM)
<CLICK>
A District 07 Training Program

9. AIMS - Using The Technology
The Total System Backup
Enrolling a new user
Deleting an existing user
Keyboard macros
Instant messaging
IN THIS SEGMENT, WE WILL LOOK AT RUNNING A TOTAL SYSTEM BACKUP, ENROLLING A NEW USER, DELETING AN EXISTING USER, KEYBOARD MACROS AND INSTANT MESSAGING.
TURN TO PAGE 24 IN YOUR GUIDE.
(SWITCH TO THE AS/400 SCREEN)
(FOLLOW THE PROCEDURES OUTLINED IN THE GUIDE FOR THESE FUNCTIONS AS LISTED ON:
PAGE 24 - TOTAL SYSTEM BACKUP
PAGE 42 - ENROLL NEW USER
PAGE 43 - DELETE EXISTING USER
PAGE 44 - KEYBOARD MACROS
PAGE 3 - BREAK MESSAGING.)
(SWITCH BACK TO THE PROGRAM)
<CLICK>
A District 07 Training Program

10. AIMS - Using The Technology
Setting the Date and Time
Set the date
Set the time (for daylight savings time changes)
LET’S REVIEW SETTING THE DATE AND TIME ON YOUR SYSTEM.
YOU CAN SET THE DATE.
YOU CAN SET THE TIME, SUCH AS WHEN DAYLIGHT SAVINGS TIME BEGINS AND ENDS.
TURN TO PAGE 26 IN YOUR GUIDE.
(SWITCH TO THE AS/400)
(FOLLOW THE PROCEDURES OUTLINED ON SETTING TIME AND DATE ON PAGE 26 OF THE GUIDE)
(SWITCH BACK TO THE PROGRAM)
<CLICK>
A District 07 Training Program

11. Questions? AIMS - Using The Technology
THAT CONCLUDES OUR FORMAL INSTRUCTION FOR THIS WORKSHOP.
ARE THERE ANY QUESTIONS?
ARE THEY ANY FUNCTIONS THAT YOU NEED THAT WE DID NOT COVER IN THIS CLASS?
(HAND OUT THE WORKSHOP EVALUATION FORMS)
<CLICK>
A District 07 Training Program

12. A District 07 Training Program
(CLICK ON ICON TO RETURN TO FIRST SCREEN)
A District 07 Training Program