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It outlines workflow guidance and a structured user tour covering Home dashboard areas, activities and quick views, opportunities, notifications, and key servicing pages. 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Wabash Ave. , Suite 2000 Chicago, IL 60611  \nPhone: 312-321-6833  \nFax: 312-673-6645  \nApplied Systems, Inc.  \n200 Applied Parkway University Park, IL 60484 Phone: 708-534-5575  \nFax: 708-534-8016  \nCopyright © by Applied Client Network, Inc. , 330 N. Wabash Ave. , Suite 2000 Chicago, IL 60611. . Protection claimed in all forms and matters of copyrightable material and information now allowed by law or hereafter granted including both electronic and conventional distribution of herein products. Reproduction or transmission unless authorized by Applied Client Network in writing. All rights reserved. Specific product information regarding Applied TAM, Applied Vision®, Applied Epic® and related products and services, including any related manuals, documentation, and/or materials prepared by Applied Systems for purposes of Applied Net 2018 or otherwise are the exclusive property of Applied Systems, Inc. Applied Systems retains all right, title, and interest therein, including copyright interests and other intellectual property rights. Information relating to products and services owned or licensed by third parties (ex: Microsoft, Excel, etc. ) and all interests therein are the property of the respective owners, and no endorsement or ownership of third party products or services should be implied by their mention and use. All workflows are suggested and common workflows. Users of this material agree that neither Applied Client Network nor Applied Systems can be held liable for any omissions or errors within the guide.  \nOriginal Author:  \nName Organization Affiliation Date Done  \nMaureen Boeing Maureen Boeing Consulting August 2014  \nSherry Burrell Grimes Insurance August 2014  \nUpdated By:  \nName: Organization Affiliation: Date Updated:  \nMaureen Boeing, CIC, CISR Maureen Boeing Consulting August, 2020  \nSherry Burrell, CPCU Grimes Insurance & Financial  \nServices  \nTarget Audience:  \n\n| X |\n| --- |\n| X |\n|  |\n|  |\n| X |\n|  |\n\nAccountant/Bookkeeper  \nCSR  \nCarrier  \nIT Manager/Systems Coordinator Operations  \nPrincipal/Owner  \n\n| X |\n| --- |\n| X |\n|  |\n|  |\n|  |\n\nProducer Trainer Vendor ALL  \nOther: (describe)  \nTable of Contents  \nContents  \nPrepared for Applied Client Network and Applied Systems .........................................................2  \nOriginal Author: ...........................................................................................................................3  \nUpdated By: ................................................................................................................................3  \nTarget Audience: ........................................................................................................................3  \nHome ..........................................................................................................................................6  \nDashboard ...................................................................................................................................... 6  \nActivities ......................................................................................................................................... 6  \nActivity at a Glance ......................................................................................................................... 6  \nActivity-Tasks and Last Note Entered ........................................................................................... 6  \nOpportunities .................................................................................................................................. 6  \nReport Quick View .......................................................................................................................... 7  \nNew/Waiting ..............................................","cbCaihRgzQkSDS6v","https://ap.wps.com/l/cbCaihRgzQkSDS6v","pdf",259189,"English","# Prepared for Applied Client Network and Applied Systems\n# Original Author\n# Updated By\n# Target Audience\n# Home\n## Dashboard\n## Activities\n## Opportunities\n## Report Quick View\n## New/Waiting\n## Notifications\n## Renewals Manager\n# Locate\n## The Language of Epic\n# Accounts\n## Account Detail\n## Contacts\n## Policies\n## Proofs","[{\"question\":\"Who prepared this Applied Epic session handout and for whom is it intended?\",\"answer\":\"It was prepared for Applied Client Network and Applied Systems audiences, with the original and updated authors listed in the document.\"},{\"question\":\"Which areas of the Home section are covered in Part 1 Servicing?\",\"answer\":\"The Home section includes Dashboard, Activities, Activity at a Glance, Activity-Tasks and Last Note Entered, Opportunities, Report Quick View, New/Waiting, and Notifications, along with related buttons and the Renewals Manager.\"},{\"question\":\"What topics are included under Locate, Accounts, and Policies?\",\"answer\":\"Locate is covered together with “The Language of Epic,” and Accounts includes Account Detail and Contacts; Policies and Proofs are also included as part of the Servicing content.\"}]","Applied Epic Tips and Techniques - Part 1 - Servicing: Home, Accounts, Locate, Policies | PDF"]