AM Best Online Help

Custom List Manager - States

Create edit, delete, copy, rename, or combine state lists.  Choose from the following procedures:

 

• Access the Custom List Manager - States Page:

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

   2. From the List Manager submenu, select States. The Custom List Manager - States page displays. If your active lines list is a temporary subset list, you are prompted to save the list.

   1. • Type a name for the custom state list in the Enter a new name for this list textbox.

      • Click the Save button.

or

1. 1. • Click the Cancel button to proceed without saving the temporary list.

• Create a Custom State List or Summation:

1. 1. Click the Create button. The Create Field Lists page displays with the States tab selected. Select and save the states for your custom state list or summation.

• Delete a Custom State List:

1. 1. From the State Lists section, select the custom state list(s) for deletion.
      See Selecting List Items for additional information.

   2. Click the Delete button.
      A Warning displays if the custom state 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 a Custom State List:

1. 1. From the State Lists section, select the custom state list 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.

• Combine Custom State Lists:

Merge multiple custom state lists into a new custom state list using the Combine option. Individual lists will not be deleted.  

1. 1. From the State Lists section, select the custom state lists you wish to combine.
      See Selecting List Items for additional information.

   2. Click the Combine button.

   3. Type a list name in the Enter a name for the combined list textbox.

   4. Click the Save button.

• Copy a Custom State List:

Create a duplicate copy of an existing state list.  

1. 1. From the State Lists section, select the custom state list 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 a Custom State List:

Modify a custom state list.  

1. 1. From the State Lists section, select the custom state list you wish to edit.

   2. Click the Edit button. The Create Field Lists page displays with the States tab activated. Modify your state list as necessary and save the changes.

• Manage Lists:

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

1. • Companies

   • Fields

   • Lines

   • Criteria

   • Reinsurers