AM Best Online Help

Custom List Manager - Criteria

Create, edit, delete, copy, or rename Criteria Lists. Choose from the following procedures: 

 

• Access the Custom List Manager - Criteria Page:

1. 1. From the Manage Lists menu, select List Manager.

   2. From the List Manager sub menu, select Criteria. The Custom List Manager - Criteria page displays.

• Create a new criteria list:

1. 1. Click the Create button. The Advanced Search page displays. Create and save your criteria.

• Delete Saved Criteria:

1. 1. From the Criteria Lists section, select the saved criteria list(s) for deletion.
      See Selecting List Items for additional information.

   2. Click the Delete button.
      A Warning displays if the saved criteria lists are used in a saved template for custom reports.

   3. Click Yes to delete the list(s) or select Cancel to take no action.

• Rename Saved Criteria:

1. 1. From the Criteria Lists section, select the saved criteria you wish to rename.

   2. Click the Rename button.

   3. Modify the list name in the Enter a new name for this list textbox.

   4. Click the Save button to complete the changes.

• Copy a Custom Company List:

Create a duplicate copy of an existing saved criteria.  

1. 1. From the Criteria Lists section, select the saved criteria you wish to copy.

   2. Type a list name in the Enter a name for the copied list textbox.

   3. Click the Save button to complete the save.

• Edit Saved Criteria:

Modify a saved criteria.  

1. 1. From the Criteria Lists section, select the saved criteria you wish to edit.

   2. Click the Edit button. The Advanced Search page displays. Modify your criteria as necessary and save the changes.

• Manage Lists:

Quickly navigate to the custom list manager for the following lists:

1. • Companies

   • Fields

   • States

   • Lines

   • Reinsurers