New report helps agency administrators monitor account activity
User Activity Report summarizes the results of filing reviews
Published: April 13, 2023
A new report was recently added to assist agency administrators with tracking user actions and decision making in Tyler Insurance Filings.
The User Activity Report is designed to help agency administrators monitor staff activity, track trends, and identify training needs. The report is available via a new option for agency administrators that appears under the Reports menu:
The User Activity Report displays the number of filings a user reviewed during the time period selected by the admin. Administrators can search based on the date filings were submitted to the agency (Submission Date), or the most recent date an agency user updated the filing status (Last Action Date).
Search results will display a breakdown of filing counts by status (Accepted, Rejected, or Pending) as well as the total number of filings processed by each agency user during the selected time period. You can review search results on-screen or export to a .CSV file for further data analysis.
The Tyler Insurance Filings team added the User Activity Report in response to a suggestion from an agency partner at the Kentucky Transportation Cabinet.
"We have at least 10 different staff members responsible for processing Kentucky intrastate insurance filings in Tyler Insurance Filings," explained Mary Cook, Assistant Director of the Division of Motor Carriers. "My management team needs a quick, straightforward option to track progress of clearing any backlog, analyze metrics, and monitor staff productivity. I anticipate this report will help us make more informed decisions and increase efficiencies in our office."
Tyler Insurance Filings has added other features for agency administrators based on user feedback, including an interface to correct the status for filings mistakenly accepted or rejected. Using the Update Filings Status interface, it's now quick and simple for an agency administrator to search for a previously processed filing, select a new status, and add notes explaining the update. The filer will receive a new status notification detailing the change.
Do you have ideas on how to make Tyler Insurance Filings better? We would love to hear them! Share your thoughts at firstname.lastname@example.org.