TIMX SCM

TIMX SCM

TIMX SCM


TIMX SCM Login

A valid username and password are required to access TIMX from your desktop. Generally, the username consist of the end-user's first initial and full last name and the password is at least six characters in length.   Each end-user will be given the capability to select their own password, which must conform to the password creation rule as stated earlier.  Sharing of passwords is strictly forbidden.

1.     From Windows, double click on the TIMX SCM icon.  

2.     In the Username field, enter your first initial and full last name.

3.     In the Password field, enter your current password.

4.     In the DataBase field, enter TIMX.


5.    Click on the Connect tab or press the enter key to view the Main Menu screen.

6.    If an option from the menu are not accessible based on your role, it will be colored gray.

7.    Click on the available menu to select and initiate the desired screen or function.

8.    To exit from the program, select the Exit menu.

 

 

HS Search Panel

HS Search Panel is used to search enrolled, cancelled, expired, inactive and active accounts.

 

The following are steps to conducting searches in TIMX.:

 

1.    Select Enrollment and HS Search Panel at the Menu screen, to display the HS Search Panel screen.

  



Icons and Menus

Icons are context sensitive and will only be activated where available.


ICONS

1.     Left arrow selects next record

2.     Right arrow selects previous record

3.     Left double arrow selects first record

4.     Right double arrow selects last record

5.     Completes search query

6.     Deletes search query

7.     Calendar allows for date selection

8.     Prints to designated printer

9.     Initiates Enrollment/ Inserts field for new record

10. Red X deletes a record

11. Diskette saves record/file

12.Open Door exits the screen                

  

Application Screen

New Application form/screen – This is an area where the application for a new warranty can be entered or downloaded, pending conversion to the HS Enrollment Form.  Conversion is processed after the enrollment effective or property closing date has been verified.

 

New Application is used by:

1.    HMS Affiliates, Enrollment and Accounting Associates. In essence, anyone who has system can enter applications in TIMX. 

2.    Third Party clients; GMAC and CitiMortgage download warranty applications, pending request for enrollment. 

Why is This Done?

An application is used when a customer is not fully committed to purchasing a warranty or the property.  However, they still want the opportunity to purchase the warranty once the property closed or they have reviewed the offer.

 

What Happens After the Application is Entered or Downloaded?

By doing an address search in TIMX, the application information will display in the HS Search panel with a blue highlight.  The blue highlight indicates that the application has not been converted to a warranty, it will not have a contract number and it will not appear in TIMX Claims.


An Enrollment or a Support Services Associate can convert HMS applications to an active warranty after the closing date has been verified.  A Retention Associate will convert the application upon request from the homeowner to be enrolled.

 

During an address search if the application information appears with the blue highlight, the associate would need to double click on the record.  It will then take you to the Application Entry Form where the application can then be converted.

 

                                                                    

File Search Panel displays search criteria for any account.

The following are available search criteria:

Application#

 generally used for Seller Home Warranty or an application that has not been converted to warranty.

Contract ID#

 the number provided once enrolled in any product.

Loan#

provided by the mortgage company, generally scrabbled, but can also be entered as the true number.

First/Last Name

used to search for the contract holder(s) for the property.

City/ State Code Zip Code

Home Phone

the property's city, state, zip code and phone number.

Privacy#

a number created by the Marketing department and the client to initiate and retrieve billing

Reservation#

a number created by the Marketing department and the client to initiate and retrieve billing

1.    Enter the desired search query  (e.g., street address and zip code, first and last name etc.).  At least two (2) search criteria should be used to reduce the query time and information retrieval.  The wild card, (%), function can also be used to expand the search and/or search for incomplete information.

For example:

A (%) wild card after a few characters of the last name field will list all related names that begin with those letters (Mar% = Martin, Marshall, etc.)

2.    To initiate the search, type the selected search criteria, click on the search icon or search menu.

3.    To initiate the search by the contract status, after entering the search criteria, select the following:

·       To display only applications, click in the APPLICATION field.

·       To display only enrolled products, click in the WARRANTY field.

·       To display all warranties/applications from entered criteria, select the ALL field.

·       To display only active products, click in the ACTIVE field.

·       To display only inactive products, click in the INACTIVE field.

·       To display only expired products, click in the EXPIRED field.

·       To display only cancelled products, click in the CANCELLED field.

·       The system will automatically insert a default START DATE; this date displays warranties/applications from that date to today’s date. 

 

4.    The record(s) will appear in the description columns as follows:

·       Application – the warranty application number

·       Contract ID – the warranty contract/service agreement number

·       Rnwl – the renewal number, how many times the customer renewed

         (000) = initial set up of the contract

         (001) = first renewal or extension

         (002) = second renewal or extension

·       P Type = the purchase or warranty type

SHW

Seller Home Warranty

BDW

Buyer Direct Warranty

ODW

Open Direct Warranty

BCW

Buyer Conversion Warranty

NHW

New Home Warranty

HSP – Referral Product

·       Address – contract holder’s property address

·       City – contract holder’s city

·       State – contract holder’s state

·       Zip – contract holder’s zip code

·       First Name – Contract holder’s name, will also display joint name (s) as a separate record with same property address, application #, etc

·       Last Name - Contract holder’s name, will also display joint name (s) as a separate record with same property address, application #, etc

5.    To view, double click or press Enter on the desired record.

6.    The HS Enrollment Form screen will display. 

 

 










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