Bordereaux Un-Approval provides a process for you to reverse out, and un-publish, previously approved Bordereaux.
Once Bordereaux have been Approved, then the underlying records (Risk, Premium, or Claim records) are available for viewing within the Contract Data Screens, in reports and dashboards, and accessible through the Tide Data Warehouse.
As different companies may now be using this data, they should only be reversed out if absolutely necessary. You may wish to consider submitting another Bordereau for the current period which contains any corrections, rather than reversing out the Bordereau.
To Un-Approve a Bordereau you must be a User of the relevant Approver Role.
Selecting to Un-Approve a Singular Bordereau
To un-approve a Bordereau, click on the Approved status of the Bordereau to open the Bordereau Summary Screen then select the Unapprove button in the bottom right of the screen. Alternatively, you can un-approve a singular Bordereau using the multiple Bordereau un-approval method below and selecting only the singular Bordereau you wish to un-approve.
Selecting to Un-Approve Multiple Bordereaux
There is an option within the Approved tab, that is located in The Bordereaux Screen, called Unapprove which will un-approve and revert to uploaded all Bordereaux that are selected - which itself will be achieved by way of selecting tick boxes alongside each Bordereau row within the page.
Once un-approval is complete, if the latest approved Bordereau for a Reporting Channel is a nil Bordereau, it will also be deleted.
The Un-Approval process
Un-approving the Bordereau:
- returns it to a For Approval status
- creates reversal 'contra' entries in the Tide Data Warehouse to return the data to the previous position
Un-Approving in sequence
To Un-Approve a Bordereau, it must be the latest processed Bordereau of the relevant Reporting Channel.