TIMX SCM Overview

TIMX SCM Overview

TIMX SCM Login

A valid username and password are required to access TIMX from your desktop. Generally, the username consists 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.

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                

The File Search Panel displays search criteria for any account.


Search Field Descriptions:


Application#



 The number for a pre-loaded application that has not been converted to a warranty.

Contract ID#

 Also known as the warranty number, which is provided to the customer after enrollment.

Loan#

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

First/Last Name

The member’s full name. 

Address/ Zip Code/City/State Code/Home Phone

The property’s full address, city, state, zip code, and the member’s primary contact 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


Account Search Process

  1. Enter the desired search query  (e.g., street address and zip code, first and last name etc.).  
    1. At least two (2) search criteria should be used to reduce the query time and information retrieval.
      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.
    1. For an Address Search (preferred search), enter the first 3-4 characters of the address and the zip code. 
    2. Begin your search by choosing a contract status from one of the radio buttons below.



    3. Radio Button Descriptions: 

      Application

      Displays only applications, not warranties

      Warranty

      Displays enrolled products

      All

      Displays all products

      Active

      Displays ACTIVE products

      Inactive

      Displays INACTIVE products.

      Expired

      Displays expired products.

      Cancelled

      Displays cancelled products

      Start Date

       Displays the products from the date field beside it.



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

    Application

    Displays only applications, not warranties

    Warranty

    Displays enrolled products

    Application
     

     Application number

    Contract ID

     Plan/Warranty number

    Rnwl

    Renewal Year

    Address, City, State, Zip (separate columns)

    Property Address

    First Name, Last Name (separate columns)

    Member’s name

    Status

     Shows the status of the plan

    Cell Code

    Identifies the plan type

    Campaign

    Identifies the associated campaign

    Purchase Type

    Purchase or warranty type:

    Buyer Direct Warranty (BDW)

    Sellers Home Warranty (SHW)

    Open Direct Warranty (ODW)

    Buyer Conversion Warranty (BCW),

    New Home Warranty (NHW)

    Referral Product (HSP)

    Plan

    Plan Name/Plan Type

    Promo

     Identifies if the plan includes a promotion.



  4. To view, double-click or press Enter on the desired record.
  5. The HS Enrollment Form screen will display. 

Enrollment Form/Pre-Loaded Applications

 The Enrollment Form is where the application for a new warranty can be entered or downloaded, pending conversion to the HS Enrollment Form.  

 

Pre-Loaded Applications are used by:

  1. HMS Affiliates, Enrollment and Accounting Associates. 
  2. Third-party clients download warranty applications, pending request for enrollment. 

Why is This Done?

An application is used when a customer is eligible for special products offered through the financial channel, or when they are not yet ready to commit to purchasing a warranty or property. It allows them the opportunity to complete the purchase once the property closes or after they have reviewed the offer.

 What Happens After an Pre-Loaded Application is Entered or Downloaded?

When you perform an address search in TIMX, the pre-loaded application information appears in the HS Search panel, highlighted with three different colors.

Notes These applications have not been converted to a warranty and will not have a contract number.
They will not appear in any other database. 




Conversion

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

To convert the warranty, double-click the applicable record. This opens the Application Entry Form. Follow the Pre-Load Procedures to complete the conversion/enrollment.

 

 










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