AM Best Online Help

Selecting Wizard List Items

Use any of the following options if available to move list items from the Available section to the Selected section. Use the type-ahead or the alphabetize features to assist in locating items.

• Drag and Drop Feature (Reinsurance Wizard,Loss Reserve Wizard and Investment Wizard)

1. 1. If available, use the Drag To Available or Selected option to select a company or field list.

   2. To add the desired company or field list to the Available section click and drag the list from the tree view. Click and drag to Available section will overwrite any items in the section.

   3. To add the desired company or field list to the Selected section click and drag the list from the tree view. Click and drag to Selected section will add to the items in the section.

• A Single Item

1. 1. If available, use the vertical scroll bar to move through the list and then select the item.

   2. Click the single down or right facing arrow to add the item to the Selected section.

   3. Click the single up or left facing arrow to move the items back to the Available section.

• A Contiguous Group

1. 1. If available, use the vertical scroll bar to move through the list and then click the first item, and then drag to the last item, or hold down the SHIFT key while you click the last desired list item.

   2. Click the single down or right facing arrow to add the item to the Selected section.

   3. Click the single up or left facing arrow to move the items back to the Available section.

• A Non-Contiguous Group

• 1. If available, use the vertical scroll bar to move through the list and then select the first item.

  2. Hold down the CTRL key while clicking the desired items.

  3. Click the single down or right facing arrow to add the item to the Selected section.

  4. Click the single up or left facing arrow to move the items back to the Available section.

• All

• 1. Click the double down or right facing arrow to add the item to the Selected section.

  2. Click the double up or left facing arrow to move the items back to the Available section.

• Lists Containing Over 5,000 Items (Custom Report Wizard)
  Lists containing more than 5,000 items will display in a separate list box.

• • Available Companies

  • 1. Optional: Use Search Available Companies ... option to narrow down the search results.

    2. Click the View List option to view the list in a separate list box.

    3. Click the double down arrow to add the items to the Selected section.

  • Selected Companies

  • 1. Click the View List option to view the list in a separate list box.

    2. Optional: Click the Edit List option to edit the list in a separate list box. From the separate list box use the Remove button to remove companies from the selected list.

    3. Click the Next button to continue.

Use the Search Available Section ...or Search Selected Section ...find feature to assist in further defining your search. After entering the desired search criteria use the Search arrow to begin searching. To clear the search criteria use Reset List option.

Use the Reorder buttons to move items within a list.

Click the Clear button to clear all items from the Selected section.

Click the Remove button to remove the selected items from the Selected section.