7.5.8 Tracking Attributes Sub Tab

You can add tracking attribute information to an application at any time in the underwriting process by using the Tracking Attribute tab.

The Tracking tab enables you to record further information associated with the application. What items you choose to track are setup during implementation.

To track attributes
  1. Click Tracking Attributes sub tab.
  2. Select the item you want to track.
  3. Click Edit to edit the following information:

    Table 7-13 Tracking Attributes

    Field Do this
    Sub-Parameter View the sub-parameter.
    Parameter View the parameter.
    Value Specify the information about the corresponding Value field.
  4. Save changes you made to the account.

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