FIREHOUSE Software ISO Rating Bureau User Field Transfer Utility Instructions

Firehouse® 7 introduced a new Rating Bureau tab in the Training Class dialog box, to replace rating bureau information kept by clients in the user field section of previous FH releases. A utility has been created for migrating the data from their user fields to the new Rating Bureau tab. The FIREHOUSE Software ISO Rating Bureau User Field Transfer Utility Instructions is designed to help you use this utility to migrate your data.

Note: You must use FH® 7.3 or newer to complete the transfer process. If you do not have version 7.3, contact FH technical Support or your sales representative and request the update.

FIREHOUSE Software support staff is available to answer your questions by telephone or email. Support hours are from 7:00 a.m. to 7:00 p.m. Central time, Monday through Friday, and from 8:00 a.m. to 12:00 p.m. on Saturday. Call 800-921-5300, option 3. You can also send an email to support@firehousesoftware.com.

Warning: Perform a complete backup of your database before beginning.

 

Confirm that necessary lookup codes are installed

Install the rating bureau criteria codes

Download the files you need

Install the transfer utility

Run the query

Import the data

Review the data

Hide the rating bureau user fields