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 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 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
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 |
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.
|
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.
|
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:
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.
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.