BARS Work Flow

Overview - go to - Overview - How do I... - Top

See the User Interface for an understanding of the basic principles applied in BARS.

BARS is simple to use...

    If you want to view or print something:
        Go to the data
        Review it –or-
        Print it!

    If you want to change or update information:
        Go to the data
        Edit it
        Save it!

    If you want to enter new information:
        Go to the a appropriate insert page
        Enter the data
        Save it!

Please refer to the BARS QuickCharts for detailed information about how to accomplish tasks in BARS. These charts are complete with decision-making aids and begin to show you there often several ways to accomplish something. This versatility is designed into BARS so that you can work in a way that complements your business style and your personality.

BARS is a versatile program. There are often several ways to accomplish a task. This versatility is designed into BARS so that you can work in a way that complements your business style and your personality.

The basic flow concept of BARS starts at phone calls and moves to prospects, defendants and indemnitors and on to bond/powers. BARS has tools to help you move in this direction. You can, however, go to any part of BARS at any time.

How do I... - go to - Overview - How do I... - Top

How do I...	Quick description	Links
..enter a phone call?	Click Insert New Record in the search page, enter your data and Save.	Phone Log
..write new business?	Enter a defendant and indemnitor, if necessary, and write the bond.	Phone Calls, Prospects, Defendants, Indemnitors, Bonds, Collateral
..reuse information in a phone call record?	Convert the phone call record to a prospect, defendant, or indemnitor.	Phone Calls, Version 1.0 Mods
..reuse information in a prospect record?	Convert the prospect record to a defendant.	Prospects, Defendants, Bonds, Version 1.0 Mods
..write/post a bond?	Assign a defendant in Bond Edit or Write a Bond from Defendant View.
..transfer a bond in? (requesting agent)	Receive the bond from a BARS account or insert a bond.	Bonds, Version 1.0 Mods
..transfer a bond out? (posting agent)	Fill in the necessary information and transfer the bond.	Bonds, Version 1.0 Mods
..reassign bonds to agents or agencies within my account?	Click Reassign Inventory on the Bond/Power Search page. Follow the instructions.	Reassign Inventory
..process an execution report?	Click "Run Execution Report Procedure" in the reports navigator.	Bonds, Execution Reporting
..print a previously processed execution report?	Click the appropriate link under Execution in the Report Navigator and follow the directions.	Bonds, Reports
..reissue a bond to another agent or agency within my account?	Edit the bond and change the agent and agency information.	Bonds
..exonerate a bond?	Edit the bond and enter the exoneration information.	Bonds
..get a list of who is due to check in?	Build the "Outstanding Check-ins" list in the Defendant Search page.	Phone Calls, Defendants
..check in a defendant?	Insert a phone call from Phone Call search or from the Defendant record.	Phone Calls, Defendants
..run a report?	Click the appropriate link in the Report Navigator and follow the directions.	Reports
..print an official form?	Click the appropriate link in the Report Navigator and follow the directions. Click the appropriate button in Indemnitors View, Defendant View, or Bond View.	Reports, Defendants, Indemnitors, Bonds
..record a forfeiture?	Click Insert New Forfeiture in the related records section of the bond view page. Enter the data. Click Save.	Forfeitures, Bonds

go to - Overview - How do I... - Top