Process Batch or PO Log
The Batch Processing page contains the following sections:

The following three options are located at the top of the page:

1. Clear Options - Clears all the fields on the page and resets it to the defaults.

2. Save Preferences - Saves the current configuration options for use at a later time. Saving configuration options allows for Batch Print/PO Log operations to be run repetitively without specifying the options each time.

3. Preference Library - Allows the user to retrieve a saved preference file or delete an existing one. Click the check mark icon next to the desired batch to load the configurations into the Batch Print screen. Click on the delete icon to delete the preference file.

Job Options
The Job Options section contains the following fields:

Batch Description - This field contains a description of the batch. By default, this field displays a numeric value plus today's date. The default can be overwritten with a more descriptive title. ODEN^® highly recommends entering a descriptive title in this field especially for saved configuration options.

Date Range - The range of notice dates that are to be printed. Valid formats include:

The calendar icon allows you to view and select dates from a calendar. To make a selection, click on the calendar icon and construct the date by choosing a Month Year and a Day. Once the date is chosen, the selected date fills in the date field and the calendar window closes.

Note: Date Range can be based on the Mail date, Effective date, or Generation date. The Date range is specified by clicking on the corresponding radio button.

Generate - This field contains the types of information to be generated. To make a section, click on the check box next to the corresponding option(s).

Note : At least one option must be selected in order for the batch to successfully generate.

Batch Print - Prints out notices that fall within the specified date range as well as applying any limiting conditions/filters.

Note: To reprint a batch, immediately go back to the batch/po log status page and click on the file name in the PO Log File Field (for example, polog.pdf). This will open the report in Adobe Acrobat^® and can be reprinted from there by clicking on the printer icon in the toolbar.

Batch Report - Generates a report of all notices that fall within a batch. This does not print out the notices but instead creates a list of the notices included in the batch print criteria. This option is available only if batch print is selected.

   PO Log - Generates a USPS compliant post office log of all the notices that meet the    specified date range and limiting conditions. It is designed to accompany the notices as a    mailing record. It displays notices in the same order as the notices were printed.

   Address Export - Generates a named insured's address export for all notices that meet the    specified date range and limiting conditions. This is useful for printing address labels.

   Portable Document Format(PDF) Export - Generates a zip file of all notices that apply to    the specified date range and limiting conditions. The zip file contains an individual PDF for    each notice generated. Individual PDF's can then be downloaded and printed. A log is    included that indicates which notice corresponds with which PDF.

Print Option - This field contains the print destination. To make a selection, click on the radio button next to the applicable option.

   Print to Local - The generated batch is delivered to the browser in a Portable Document    Format(PDF).

Print to Server - The generated batch is printed on the server's default printer. This option is available and visible for intranet customers only. For additional information see the Print to Server Help page.

Batch Display Date - The date that prints on the Post Office Log.

   Options Selected - Displays which options are selected in a easy to read format. This is    useful for interpreting the exact actions the Batch job will perform.

Limiting Conditions
Limiting Conditions are user specified criteria that "filter out" notices. They generally allow an "all" or "all except" choice format. If a particular limiting condition is not visible then that condition has no effect on the filter. Once a limiting condition is selected and is visible then it is imposed. For example, if the "Applicable State" limiting condition is not visible then all states are selected. Once the "Applicable State" limiting condition is selected then no states are selected until one or more states are selected for the condition. The following is a list of available limiting conditions:

Condition	Description
Applicable State	One may select "Only" or "Only Except" and one or more states. Control-click to select multiple state. Note: "Applicable State" is the state for which the laws were applied to the notice. This may or may not be the same as the mailing state that appears in the named insured's address block.
Branch	One may select "Only" or "Only Except" and one or more branches. Control-click to select multiple branches.
Carrier	One may select "Only" or "Only Except" and one or more carriers. Control-click to select multiple carriers.
Copy Types	The Copy Types limiting condition has a column of checkboxes for each requested generation type (Batch Print, PO Log, Address Export and PDF Export). Note: If no generation option is selected no checkboxes are displayed. For each selected generation process one must select the desired copy type(s). For example, one may include the named insured on the PO Log but not include named insured in the Address Export.
Insurance Type	One may select "Personal" or "Commercial". Clear/Hide this limiting condition to select both "Personal" and "Commercial".
Mailing Type	The Mailing Type limiting condition has a column of checkboxes for each requested generation type (Batch Print, PO Log, Address Export and PDF Export). Note: If no generation option is selected no checkboxes are displayed. For each selected generation process one must select the desired mailing type(s). For example, one may include the registered mail on the PO Log but not include registered mail in the Address Export.
Mailing State	One may select "Only" or "Only Except" and one or more states. Control-click to select multiple states. Note: "Mailing State" is the state that appears in the recipient's address block and not the state for which the laws were applied to the notice.
Notice Type	One may select "Only" or "Only Except" and one or more notice types (cancellation, conditional renewal, freeform, nonrenewal, policy change, refusal to write, reinstatement, or renewal premium). Control-click to select multiple notice types.
Operator Name	One may select "Only" or "Only Except" and one or more operators. Control-click to select multiple operators.
Policy Types	One may select "Only" or "Only Except" and one or more policy types. Control-click to select multiple policy types. Note: The policy type list is dependent on the Insurance Type limiting condition. For example, only commercial policy types show in the Policy Types limiting condition when commercial only is specified in the Insurance Type limiting condition.
Producer Number	One may select "Only" or "Only Except" and one or more producer numbers. Type in a producer number or select a producer with the binocular search and click the 'Add' button. To remove a producer number from the list click the Remove button that is to the right of the producer number you wish to remove.
Underwriter Name	One may select "Only" or "Only Except" and one or more underwriters. Control-click to select multiple underwriters.

Sorting
This option will allow for the printed notices or po log to be sorted. These options determine the order in which the notices are arranged in the Portable Document Format(PDF).

General Options
The General Options section contains the following fields:

Include Voided Notices - Includes notices that are marked as voided in the batch. Voided notices are simply notices that were generated but because of some problem or error were not printed or mailed and therefore are not valid notices. By default this is not checked.

Keep Notice Copies Together - Preserves the notice grouping by policy number. This applies when sorting the notices. If this is checked then all copies for one policy number are treated as one notice and are sorted accordingly. If it is not checked then every copy is treated as an independent notice document and then sorted. Checking this option is useful for keeping all notice copies that pertain to a particular policy number together.

Only include notices not previously printed - Only prints notices that have not ever been printed. These are notices where printing was suspended at generation time.

Batch Print Options
Set your company defaults for batch printing.  This will mainly be used when utilizing a folding and/or mailing machine.  This only appears if the Batch Print checkbox is selected.

Batch Print for Folding - Identifies the batch as one to be sent to a folding machine.

Max Page Count - Identifies the maximum copies of any individual notice.

Flip Images 180 Degrees - Allow the image to be turned in order to automatically stuff envelopes.

Include Cover Sheet - Will print a cover sheet between each specified request.

Include Mailing Sheet - Will include a mailing sheet before each notice copy.

Cover Sheet Title - Title that appears at the top of the cover sheet.  Option only appears if "Include Cover Sheet" option is selected.

Cover Sheet Text - This is the text that appears on the cover sheet.  This option only appears if the "include Cover Sheet" option is selected.

Home Office/Branch Office Option
Set your default for your Home Office/Branch Office copies.

Generated Copies - Prints all generated copies for the Home Office/Branch Office.

Required Copies - Prints only those copies required by law for the Home Office/Branch Office.

Home Office - Prints only those copies marked Home Office.

Branch Office - Prints only those copies marked Branch Office.

PO Log Options
Set your defaults for the Post Office Log.  Appears only if the PO Log checkbox is selected.