Risk Item Import

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See the NOVUS Walkthrough Guide for general information about the system.


Risk Item Import

It is possible to import risk items against an indexed insured using the appropriate Risk Items Template spreadsheet. The templates can be found in the 'Schedules' folder in the wp drive.

To do this, click on the Import Risk Items icon to the right of the Adjust Premium button which will display a dialog box from which to upload the spreadsheet.


RISKDETAH.PNG


Once the spreadsheet has been selected the system will attempt to import the risk items in the spreadsheet against the selected insured.

If the import is successful a message will detail how many items have been imported


Risk details cy 2.png


If the import encounters any problems whilst performing the import then the process will be stopped and the system will show which item is causing an issue. The spreadsheet can then be modified to correct the problem.


Risk details cy 3.png


Once the items have been imported it is possible to make any changes to the items before saving.


Risk details cy 4.png

Version History

v4.2.0 – Updated to latest version