Power of Attorney Maintenance

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<h2 class="form">Description</h2>
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<p>This screen is part of the Surety Services subsystem and is used to assign power of attorney for the surety company to producers associated with a bonding agency. The Power of Attorney Maintenance screen is accessed when an authorized surety company user clicks the Power of Attorney item beneath the Surety Services option on the navigation bar. The screen opens in read mode and displays only those producers who are already designated within ECMS as having power of attorney for the surety company. (Note: The surety company may set up users within its BPID with the user group Bond Approver. In this case, the system automatically gives them power of attorney functionality for that surety company but does not display them on this screen.)&nbsp; This screen also allows the Bonding Agency to view their POA info and allows ECMD and BOD CMD to select and view POA information in read mode.</p>
<p>When the user clicks the Edit button on the Power of Attorney Maintenance screen, the screen switches to edit mode and displays all of the bonding agencies available in the system. The list is displayed in collapsed mode, meaning that the actual producer names are hidden. If the user clicks the twistie in front of the bonding agency name, the list expands to show the &quot;Bond Approver&quot; users (i.e., the producers) for each agency. The user designates one or more of the listed producers as having power of attorney by clicking in the checkbox in front of the producer's name and saving the screen.</p>
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<h2 class="form">Fields</h2>
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<td width="109"><strong style="font-family: Arial; font-size: 80%">Field Name</strong></td>
<td width="150">
<div style="font-family: Arial; font-size: 80%; font-weight: bold; text-align: center">State</div>
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<td width="372"><strong style="font-family: Arial; font-size: 80%">Description</strong></td>
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<td style="font-family: Arial; font-size: 80%" width="109">Agency Name (unlabeled)</td>
<td width="150">
<div style="font-family: Arial; font-size: 80%; text-align: center">Display</div>
</td>
<td style="font-family: Arial; font-size: 80%" width="372">The business partner name of the bonding agency. Agencies are listed in alphabetical order. When the screen is displayed in read mode, only those agencies having producers with power of attorney for the surety company are displayed. However, in edit mode, all bonding agencies in ECMS are displayed and the user clicks the twistie in front of the bonding agency name to display a list of producers for that agency.</td>
</tr>
<tr valign="top">
<td style="font-family: Arial; font-size: 80%" width="109">Producer</td>
<td width="150">
<div style="font-family: Arial; font-size: 80%; text-align: center">Display</div>
</td>
<td width="372">
<span style="font-family: Arial; font-size: 80%">The user name (last name, first name, middle initial) of a producer having the user group &quot;Bond Approver&quot; who is associated with the bonding agency. In edit mode, all of the users for each bonding agency are listed in alphabetical order by last name beneath the bonding agency name. When the screen is displayed in read mode, only those producers already designated as having power of attorney for the surety company are displayed in the list.</span>
<p style="font-family: Arial; font-size: 80%">The producer may be designated as having power of attorney by selecting the checkbox in front of the producer name and saving the screen.</p>
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<tr valign="top">
<td style="font-family: Arial; font-size: 80%" width="109">Email</td>
<td width="150">
<div style="font-family: Arial; font-size: 80%; text-align: center">Display</div>
</td>
<td style="font-family: Arial; font-size: 80%" width="372">The producer's email address.</td>
</tr>
<tr valign="top">
<td style="font-family: Arial; font-size: 80%" width="109">Phone</td>
<td width="150">
<div style="font-family: Arial; font-size: 80%; text-align: center">Display</div>
</td>
<td style="font-family: Arial; font-size: 80%" width="372">The producer's telephone number.</td>
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<h2 class="form">Actions</h2>
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<td width="138"><strong style="font-family: Arial; font-size: 80%">Action</strong></td>
<td width="492"><strong style="font-family: Arial; font-size: 80%">Description</strong></td>
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<td style="font-family: Arial; font-size: 80%" width="138">? (icon)</td>
<td style="font-family: Arial; font-size: 80%" width="492">When the user clicks this icon, they are taken to the screen's &quot;Tell Me About&quot; Help document, which provides a brief screen description, a definition of each field, and a definition of each 'action' (link, button, icon).</td>
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<td style="font-family: Arial; font-size: 80%" width="138">Up/Down Arrows (icon)</td>
<td width="492">
<span style="font-family: Arial; font-size: 80%">When the user clicks the up arrow at the top left corner of the display, they are taken to the top of the screen view. When the user clicks the down arrow at the top left corner of the display, they are taken to the bottom of the screen view.</span>
<p><strong><em style="font-family: Arial; font-size: 80%">TIP</em></strong><em style="font-family: Arial; font-size: 80%">: The function buttons such as BACK, EDIT, and SAVE are always located at the extreme bottom of the screen. Use the down arrow to quickly move to the buttons you need.</em></p>
</td>
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<td style="font-family: Arial; font-size: 80%" width="138">Unlabeled (checkbox)</td>
<td style="font-family: Arial; font-size: 80%" width="492">When the user selects this checkbox and saves the screen, the producer they selected is designated in ECMS as having power of attorney for the surety company. To revoke the power of attorney functionality for the producer, the user deselects the checkbox and saves the screen.</td>
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<tr valign="top">
<td style="font-family: Arial; font-size: 80%" width="138">Back (button)</td>
<td style="font-family: Arial; font-size: 80%" width="492">When the user clicks this button, they are returned to the previous screen in the browser history.</td>
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<tr valign="top">
<td style="font-family: Arial; font-size: 80%" width="138">Edit (button)</td>
<td width="492"><span style="font-family: Arial; font-size: 80%">When the user clicks this button, the screen switches to edit mode. When in edit mode,</span> <strong><em style="font-family: Arial; font-size: 80%">all</em></strong> <span style="font-family: Arial; font-size: 80%">bonding agencies in ECMS are displayed in a collapsed listing. The user clicks the twistie in front of the bonding agency name to display the list of producers associated with the specified agency.</span></td>
</tr>
<tr valign="top">
<td style="font-family: Arial; font-size: 80%" width="138">Save (button)</td>
<td width="492"><span style="font-family: Arial; font-size: 80%">When the user clicks this button, any changes they made (selecting or deselecting producers) are saved, and the screen is refreshed in edit mode.</span></td>
</tr>
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<td style="font-family: Arial; font-size: 80%" width="138">Save &amp; Exit (button)</td>
<td width="492"><span style="font-family: Arial; font-size: 80%">When the user clicks this button, changes are saved, and the screen is refreshed in read mode. When in read mode, the screen displays</span> <strong><em style="font-family: Arial; font-size: 80%">only</em></strong> <span style="font-family: Arial; font-size: 80%">those bonding agencies/producers designated within ECMS as having power of attorney for the surety company.</span></td>
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Description

 

This screen is part of the Surety Services subsystem and is used to assign power of attorney for the surety company to producers associated with a bonding agency. The Power of Attorney Maintenance screen is accessed when an authorized surety company user clicks the Power of Attorney item beneath the Surety Services option on the navigation bar. The screen opens in read mode and displays only those producers who are already designated within ECMS as having power of attorney for the surety company. (Note: The surety company may set up users within its BPID with the user group Bond Approver. In this case, the system automatically gives them power of attorney functionality for that surety company but does not display them on this screen.)  This screen also allows the Bonding Agency to view their POA info and allows ECMD and BOD CMD to select and view POA information in read mode.

When the user clicks the Edit button on the Power of Attorney Maintenance screen, the screen switches to edit mode and displays all of the bonding agencies available in the system. The list is displayed in collapsed mode, meaning that the actual producer names are hidden. If the user clicks the twistie in front of the bonding agency name, the list expands to show the "Bond Approver" users (i.e., the producers) for each agency. The user designates one or more of the listed producers as having power of attorney by clicking in the checkbox in front of the producer's name and saving the screen.


Fields

Field Name
State
 Description
Agency Name (unlabeled)
Display
 The business partner name of the bonding agency. Agencies are listed in alphabetical order. When the screen is displayed in read mode, only those agencies having producers with power of attorney for the surety company are displayed. However, in edit mode, all bonding agencies in ECMS are displayed and the user clicks the twistie in front of the bonding agency name to display a list of producers for that agency.
Producer
Display
 The user name (last name, first name, middle initial) of a producer having the user group "Bond Approver" who is associated with the bonding agency. In edit mode, all of the users for each bonding agency are listed in alphabetical order by last name beneath the bonding agency name. When the screen is displayed in read mode, only those producers already designated as having power of attorney for the surety company are displayed in the list.

The producer may be designated as having power of attorney by selecting the checkbox in front of the producer name and saving the screen.
Email
Display
 The producer's email address.
Phone
Display
 The producer's telephone number.

Actions

Action Description
? (icon) When the user clicks this icon, they are taken to the screen's "Tell Me About" Help document, which provides a brief screen description, a definition of each field, and a definition of each 'action' (link, button, icon).
Up/Down Arrows (icon) When the user clicks the up arrow at the top left corner of the display, they are taken to the top of the screen view. When the user clicks the down arrow at the top left corner of the display, they are taken to the bottom of the screen view.

TIP: The function buttons such as BACK, EDIT, and SAVE are always located at the extreme bottom of the screen. Use the down arrow to quickly move to the buttons you need.
Unlabeled (checkbox) When the user selects this checkbox and saves the screen, the producer they selected is designated in ECMS as having power of attorney for the surety company. To revoke the power of attorney functionality for the producer, the user deselects the checkbox and saves the screen.
Back (button) When the user clicks this button, they are returned to the previous screen in the browser history.
Edit (button) When the user clicks this button, the screen switches to edit mode. When in edit mode, all bonding agencies in ECMS are displayed in a collapsed listing. The user clicks the twistie in front of the bonding agency name to display the list of producers associated with the specified agency.
Save (button) When the user clicks this button, any changes they made (selecting or deselecting producers) are saved, and the screen is refreshed in edit mode.
Save & Exit (button) When the user clicks this button, changes are saved, and the screen is refreshed in read mode. When in read mode, the screen displays only those bonding agencies/producers designated within ECMS as having power of attorney for the surety company.



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Created byLast Modified by
Joseph D Howe/PennDOT
on 03/16/2005 at 10:54:46 AM		Jason M Wagoner/PennDOT
on 06/27/2005 at 01:33:13 PM