Difference between revisions of "Executive Access"

From AIMS ONLINE DOCUMENTATION
Jump to navigation Jump to search
Line 89: Line 89:
 
[[File:Reportslink.png|400px|thumb|center|Reports Link ]]
 
[[File:Reportslink.png|400px|thumb|center|Reports Link ]]
  
 +
Use the steps below to open a report in Aims:
 
* 1. Access '''Reports''' link from the side menu
 
* 1. Access '''Reports''' link from the side menu
 
* 2. Select reports category, either '''General Business''' or '''Financials'''  
 
* 2. Select reports category, either '''General Business''' or '''Financials'''  

Revision as of 14:29, 19 June 2020

ABOUT AIMS

Advanced Information Management System (AIMS) is a suit of application software developed to cater for the diverse needs of individuals and companies operating in various environments. It comes in modules that are fully integrated. The software has evolved over years being refined after every release. AIMS2018 being the latest release has the following additional features:

  • ✔ Web based
  • ✔ New processing features
  • ✔ Workflow
  • ✔ Real-time financial
  • ✔ Enhanced security
  • ✔ System Audit
  • ✔ Notifications

Maintenance

Aims system has been developed using various web technologies which makes the system very flexible. Its Menus are stored in a database hence giving more flexibility in terms of the AIMS menu management. In addition, the AIMS system support team is fully alert and support can also be provided remotely when needed. Support issues are managed and maintained through Aimsoft Helpdesk system.

Environment

AIMS currently runs on Linux based operating systems and Oracle database.

User Interface

AIMS is very user-friendly, it requires little computer or technical knowledge to operate. The system is easy to learn and use as users with only short training are able to navigate and process in the system.

Security

AIMS has access control to various functions and modules of the system, for instance, users working in Claims Department will only be able to see and perform functions that relate to their Department while those in Reinsurance will only have menu options related to the Reinsurance. Further to user access, user processing limits can also be set per product and appropriate escalations will be enabled during processing.

Documentation

AIMS comes with a full set of User and Systems Manuals that are easy to read and understand by all levels of users.

SYSTEM ACCESS

Aims has two-level user validation to access the system. This enhances the security at both operating system level and application level.

a.First Level Access

First level access is the operating system access level. All users will have their accounts created and issued to them. Using the link provided by the system administrators, access the system on the browser and login using your username and password.

First Level User Access

On Successful login, the screen below is displayed with access links to the different authorized applications.

Second Level User Access

b.Second Level Access

Second level access is the application access level. All users will have their accounts for this level created and issued to them by the system admin. Locate the section named AIMS GB, and click on the link cyberscreen HTML. The link opens up Aims 2018 which is web based. At this level you use your email and password. If it is a first time access, the admin will provide a default password which will prompt you to reset when you login.

Second Level User Access


INBOX /OUTBOX

Login in directs you to your inbox and outbox section. Aims 2018 has incorporated an inbox and outbox which helps you manage your pending activities. The inbox shows all the activities that are awaiting your action. At the end of each activity is a link labelled Take action which directs you to the screen for processing the activity. The outbox shows all the activities that you have actioned and have moved to another user for further processing or have reached the final stage of processing.

Inbox and Outbox Tasks


  • a- User Inbox/Outbox link. Click to access inbox/outbox.
  • b- Click to hide sidebar links
  • c- System Account period
  • d- System date
  • e- Logged in user name. Click to open user profile page or logout from AIMS
  • f- Sidebar links
  • g- Inbox link
  • h- Outbox link
  • i- Number of rows to be displayed
  • j- Search box
  • k- Policy entry Client name and Endorsement number
  • l- User who last worked on the policy entry
  • m- Activity to be done for the policy entry
  • n- Date last worked on the policy entry
  • o- Take action link
  • p- Number of rows displayed and the total fetched
  • q- Page navigation


POLICY ENDORSEMENT APPROVAL

Endorsement Approval

Policy Renewal Approval

CLAIM PAYMENT REQUISITION APPROVAL

REPORTS

AIMS reports have been designed to be robust in data presentation. Reports are generated by a click on the report link. The reports are created and stored in the system as enquiry files, which are executed each time the link is clicked which in turn query the latest information from the system.

Reports Link

Reports Link

Use the steps below to open a report in Aims:

  • 1. Access Reports link from the side menu
  • 2. Select reports category, either General Business or Financials
  • 3. Select reports business category
  • 4. Select reports frequency
  • 5. Click the report link to open