FAQ
Managing Objects / Data
How can I find a contract
You can find contracts that you have access to under your “Contract List” which can be found on your home page which can be accessed by clicking the Yellowblox Logo at any point.
For a faster search to specific policies or claims, especially if you have access to many contracts, you can use the search tool in the top bar.
How can I find a claim / policy / referral?
From within a contract, select the relevant tab for claim / policy / referral and scroll down to your desired item or use the find tool on the top right of the tab
For a faster search to specific policies or claims, especially if you have access to many contracts, you can use the search tool in the top bar.
Can I export data to my PC?
Yes. Simply click the excel download button from the Reports tab from within a contract Year of Account and then either save or open directly in MS Excel. Please note that these reports are a basic download of data and are not nicely formatted.
Your contract may also have formatted reports specific for your contract and these can be accessed via the “Background” reports section of your reports tab.
Can I upload an attachment?
Yes, provided you have the relevant access rights according to the workflow, you can either add an attachment at the contract level via the “Attachments” tab or under an individual claim / policy / referral by finding the right item and then simply clicking the “Manage Attachments” button on the right of the relevant area.
Workflow and Actions
What is a workflow?
In general, a workflow consists of a sequence of connected steps.
Within the Yellowblox System, at each stage in the workflow, one individual or group is responsible for a specific task. Once the task is complete, the workflow ensures that the group responsible for the next task are notified and receive the data they need to execute their stage of the process.
Workflow in the Yellowblox system
The Yellowblox workflows generally reproduce the natural “paper” steps you used to follow before the contract was inserted in the system.
Workflows are the reason why different people can visualise or perform specific actions at different stages of a claim / policy / referral’s lifespan.
Can I see a contract’s workflow diagram?
Yes, simply click on the state of an item (claim / policy / referral) and a workflow diagram will be shown.
Does a negative comment interrupt the workflow?
No, the comment button does not affect the workflow (even though the comment itself could affect decisions in the workflow). The comment button simply gives users an opportunity to add narrative to the process.
What does it mean “State: Bound”?
The state is simply the position that the policy/claim/referral has in the workflow. Click on the state to see the relative position within the workflow
Can I insert / edit a claim / policy / referral at different times?
Yes, many workflows are built to give the opportunity edit before submit or refer to the relevant party. As long as you are in the “entered state” you can edit the displayed details.
For obvious reasons, it is not possible to edit the core data after you have submitted / closed / bound the claim / policy / referral.
I have already submitted a policy / claim but I made a mistake
If the workflow permits, you will see an Edit button and you can use this to Edit your data. Unfortunately, on many contract, the workflow restricts this action and is not possible to change it after you click the submit button.
If you have made a serious error and need to remove a submitted form or require a drastic alteration then please contact the Yellowblox support team as soon as possible. They will help you but maybe restricted if further workflow actions have already taken place.
If I decline a policy / claim can I change my mind later?
Generally no, the claim / policy will need to be re-entered later – this does, however, depend upon the workflow in place. If you’re not happy about some aspects you should use the “conditional” button instead of decline.
If you have any questions, please contact our support team.
Can I reopen a claim?
This depends upon the workflow in place for your contract – on many contracts the option does exist for the claim to be re-opened by those with the relevant access rights.
Why can’t I edit a claim / policy / referral anymore?
This is probably because the workflow has moved on and you don’t have the required access rights at this stage of the workflow. If you are unsure then please contact the support team.
What is the difference between the roles respond and responder2?
The roles are related to the rights you have at particular stages of the workflow and simply reflect the different roles certain individuals perform within a given workflow.
There is any limit of words for comments?
No, you can write whatever you want inside the field but it is often best to be succinct rather than verbose.
Can I keep track of the amounts already paid / reserved for an open claim?
Yes, simply look at the Financial History section to see what has happened. Any necessary changes can be made by clicking the “Add Financial Movement” button.
Display
How can I sort a list?
The column headers in the contracts page are displayed as links, which can be used to sort the results, in ascending or descending order, based on the field name. This does not apply to report pages at this stage.
How do I go back to the contract main page from a claim / policy / referral tab?
Simply click the contract tab.
How do I go back to the contract main page from inside a claim / policy / referral?
Click Contract Name at the top of the screen to get to contract level and then click the contract tab.
What is a user pop up?
The user ‘pop up’ is a box displaying the user name and his/her company contact details. It is opened by clicking on the user’s name. Settings and information can be changed from my account page.
Can I upload my company’s logo?
Yes, whilst this can be done at any time it needs to be approved by the contract party and via the Yellowblox Support Team.
Why I can’t see a contract / claim / policy / referral?
It is most likely because you don’t have the access rights to see that specific contract / claim / policy / referral.
Please contact your company’s main Yellowblox contact person to verify this or the Yellowblox support team if you are unsure of who this person is.
If you should have the access rights to see the object but you’re still not seeing it or you need to alter your access rights, please contact the Yellowblox Support Team directly.
Why don’t I have the policies / claims / referrals tab on my contract screen?
It depends on the contract type. Probably the contract you’re looking at is only use for the one aspect and the others have therefore been deactivated on said contract. If this is not the case then please contact the Yellowblox support team.
How can I see a summary of claim / policy / referral’s on a contract?
After logging into the system, YOUR Home page will open with all the contracts that you have the relevant access rights to see. Open the contract and year of account in which you are interested and select the claim / policy / referral tab.
The relevant list will be displayed showing all the claim / policy / referral’s pertaining to that contract and that year of account.
Why can’t I see the same buttons my colleague can on my screen?
This is probably because the action buttons visibility is restricted to certain users in accordance with the performance of the workflow. If you should have a button in your screen which is not there, please contact the Yellowblox support team.
I should have the “Add Claim” button but is not there?
The contract you are looking at is probably a claim / policy linked contract.
To use the add claim functionality you have to open the relevant policy to have the “add claim button” displayed on the main menu.
If you could find the button even if you are on the correct policy page, please contact the Yellowblox support team to verify your rights on the contract.
Why time on the top left of the page is different from mine?
The Yellowblox System is based on the London time to provide a consistent audit trail across different time zones.
Can I change the display of a list on the claims / policies tab?
No, these pages are currently not editable. Yellowblox can easily edit this page but this needs to be approved by the contract owner. However, if you need to sort data in different ways, please try to use the reports functionality via the “Reports” tab where you may find a report displaying the information as you require.
Why can’t I customise a report?
This is because the reports are static and built according to the needs of the contract. You can only select a “pre-customized” report from the dropdown menus – if you require further reports to be created then please contact the Yellowblox support team.
My Account
How can I visualise my details?
Click your user name on the right of the top menu bar.
How can I edit my details?
The edit section is opened by clicking the ‘Edit’ yellow button on the right of the “My Account” page.
How can I upload a picture?
Open the upload page by clicking the “Insert Picture” button in the edit section of my account area. Browse to the file you wish to upload and click save.
How can I apply for a new user within my company?
Once you are logged you can simply follow the link in the support area of your Home page and complete the form – the Yellowblox support team will take care of the rest.
Can I change my username?
No, your unique username is given to you by the Yellowblox support team. If there is a problem with it, please contact the support team who will endeavour to help you as much as is possible.
Can I change my displayed name?
Yes it is possible in the edit section of my account page. Please be professional in the name that you choose.
I don’t want to receive all these update emails!
You can change the settings in the edit section of “My account Page” but please read carefully the disclaimer before changing anything. Your account email must remain so that we can change passwords etc but you can choose not to receive updates so long as you are aware of the potential contractual ramifications of this action.
How can hide my popup?
You can’t hide your popup but you can decide which data should be available for others to see.
Other
How can I open the Support Main Page?
Click the “Support” menu button on the top menu bar.
How can I open the Welcome Page I saw when I first logged in?
Simply click the Yellowblox logo on the top left of your screen.