Working with insurance policies

Viewing and editing Fluffy's insurance policies can be done via the insurance policy information page.

How to bring up the insurance policy information page:

Click on the "Insurance" button on the bottom toolbar.
Click on the "Policy Information" tab.

The policy outline view table is grouped first according to the insurance policy providers and then the individual policies bought from the same provider. At this moment Fluffy's Log only allows single selections of the outline view. Each policy in the outline view table has associated notes and corresponding detailed plan and coverage information, viewable via the text view on the right and the tab view at the bottom of Fluffy's Log.

The notes view located on the right of the outline view follows Mac conventions, if a provider is selected and not all the policies under that provider have the same corresponding notes, the greyed out text "Multiple selection" will be displayed. Likewise, editing the notes while a provider is selected will change the notes of all policies under that provider.

Each policy will have a detail list displayed in the top table of the "Policy Information" tab view, recording the active policy dates, plan limits and premiums. You should add a record for each renewal of the policy. Each record in the detail list will have their corresponding list of valid coverages, displayed in the second table of the "Policy Information" tab view. However, because of obvious usability issues, Fluffy's Log has opted not to attempt to consolidate and display the detail policy information when a provider is selected instead of a policy.

How to add a policy:

Add a provider if it has not been added. To do so, follow Mac conventions for adding outline view parent nodes. Decide and perform either of the below actions:
1. To add the new provider to the utmost end of the provider list, first ensure that all rows are deselected by clicking on a non-occupied row in the outline view.
2. To add the new provider below another provider, collapse the target provider and select it.
Then click on the "+" button below the outline view, which will create a new provider at the appropriate position and which you can edit.
Expand the policy list in the outline view by clicking on disclosure triangle next to the relevant provider, if the list is not yet visible.
Add a policy if it has not been added. To do so, decide and perform either of the below actions:
1. To add the new policy to the top of the provider's policy list, expand the provider and select it.
2. To add the new policy above another policy, select the targetted policy.
Then click on the "+" button below the outline view, which will create a new policy at the appropriate position and which you can edit.
With the relevent policy selected in the outline view, add the list of policy detail in the "Policy Information" tab view by clicking the "+" button below the upper table and editing the new record rows.
With the relevent policy detail record selected, add the list of coverage detail for that policy detail record by clicking the "+" button below the lower table and editing the new coverage rows.

After the lengthy description on how to add a policy, the author trusts you can easily infer the "How to edit a policy" and "How to delete a policy" sections which she will happily omit. It is simple. Just select the related rows, expanding the relevent outline view rows if required and simply editing the row or clicking the "-" button below its table to delete it. Adding, editing, deleting and sorting records from the outline view and tables follows from Working with outlineviews and Working with tables.

The "Policy" combobox cell contains a drop down list of all contacts derived from your Address Book. Editing the combobox cell, instead of selecting from the drop down list, will trigger Fluffy's Log's attempt at auto-completing the provider's name with those from the list. If the newly edited provider is not from the list, Fluffy's Log will add a new contact in the provider name to Address Book and assign Fluffy to this new contact.

Each commit is preceded by appropriate sanity checks, as listed below:

If "Policy" or "Coverage" is changed, Fluffy's Log checks that the new value is unique.
If Fluffy's Log refuses to move on from the textfield when an attempt is done to change either the "Start Date" or "End Date", it means that you have tried a non calendar date.
If in the unfortunate circumstances that your "Start Date" is later than your "End Date", a glaring error message will be displayed.

Do not panic if you made a mistake because undoing actions within the same application launch is lossless. i.e. Undo preserves every single piece of the original pet information.

Working with insurance policies

See also