DEV Community: Brandon Rummel

Work from Home Preparation - Turing Insurance

Brandon Rummel — Fri, 23 Jan 2026 14:49:50 +0000

Scope/Platform

Scope: General guide for employees to setup a Work from Home environment using company equipment and software.

Platform: The following platforms and applications will be utilized

Operating System: Windows
VPN Platform: FortiClient
MFA: Microsoft Authenticator
Ticketing System: ServiceNow (for escalation)

Intro

This article is a guided, multi-step approach for setting up a Work from Home Environment using software and equipment provided by Turing Insurance. This guide is designed to help you get connected quickly and safely from home during inclement weather. It will cover connecting the laptop to local wifi, basic router troubleshooting steps, and connecting to VPN. Paper copies of this document will be provided to users.

Who is this for?

This article is written with non-technical Turing Insurance staff in mind. They will require a company issued laptop that has FortiClient, as well as a strong wifi connection (100 Mbps download and 10Mbps upload) at their location of choice.

A note on international locations

If you are operating from outside the United States, you are required by company policy to submit an 'International Travel' request in ServiceNow. This must be submitted by the user intending to travel.

Setting up wifi on laptop.

Note: If you are having trouble setting up wifi on your home network, please refer to the troubleshooting steps below this section

Press the Power button on the upper right-hand corner of your keyboard to turn your laptop on
Log into your laptop with your company credentials
Look to the lower left-hand corner of your desktop, and type, 'wifi settings' into the search bar on your taskbar. This will make a search window appear
Press Enter when you see Wifi Settings appear in the search window.
In the Network & internet > Wi-Fi window ensure that 'Wi-Fi' has been set to On
Click 'Show available networks' next. Look for your home wifi network
Select the network and then click Connect
Enter your wifi password in the 'Enter the network security key' box and click Next
Wait for a moment, and you should see a message saying Connected, Secured in the window.

Troubleshooting home router

Ensure all cables leading to the router are plugged in firmly into the device
Disconnect the router from power for one minute. After a minute, reconnect power
Wait. Your router will likely need a few minutes to fully reconnect your devices. Look to the lights on the device. While models vary, in general: a solid amber or red light means it is trying to connect. Solid or blinking blue or green means it has connected and is transmitting.
Follow the steps above to try and connect to wifi again.
If at this point it fails, please consult the technical support desk of your Internet Service Provider. We have provided the numbers of a few ISPs below:

Xfinity
1-800-934-6489

Cox Cable
1-800-234-3993

Verizon
1-888-315-3762

Turning on VPN

To access VPN, please do the following

Look to the lower left-hand corner of your desktop, and type, 'forticlient' into the search bar on your taskbar. This will make a search window appear
Press Enter when you see Forticlient appear in the search window.
In the app, select 'Remote Access' and then select the city nearest to you (East Orange or Yonkers) and then press Connect
You will be prompted with a number to enter into your MFA app. Follow the prompts on your phone. VPN can take up to thirty seconds to fully activate.

Escalation

Note: Please escalate only after completing all of the steps listed above

If you are unable to turn on your laptop, connect your laptop to wifi or turn on VPN, please call the Service Desk at 917-555-6100 or use the ServiceNow desktop icon to open the ServiceNow portal to submit a ticket

Omega Indexing Tax Management Tool - Amodei Financial

Brandon Rummel — Wed, 21 Jan 2026 22:52:05 +0000

Note: This is an entry, culled from real internal documentation, regarding an app that my company makes use of. Names have been changed to protect the privacy of individuals and all companies involved. This entry provides high-level application context and ownership details for IT Support and Operations teams.

App Information

Name: Omega Indexing - Tax Management Tool

Abbreviation: Omega

Short Description: Software used by the Portfolio Management department for account asset management. It is developed by Omega-Graebner Financial Group.

Description: Omega Indexing is a web based tool used by Portfolio Management for an asset management style called Direct Indexing. It is a two phase process where an index is selected and curated, and then the account is calibrated to buy and sell according to instructions from Omega and Financial Advisor discretion.

Type: 3rd Party

Class: Web-Based Application

Manufacturer: Omega-Graebner Financial Group

Owner Information

Owner: Brandon Roosevelt

Business Owner: Portfolio Management (PM) Department - Bilal Desai

SLA Tier: 2

Notes (Contacts)

Tech Support can contact the below people directly. They are the contacts for all of PM.

Arthur Miller
917.555.0245
Arthur.miller@OGraebner.com

Liane Ross
917.555.7249
Liane.Ross@OGraebner.com

Offboarding Workflow (Insurance Adjuster) - Turing Insurance

Brandon Rummel — Tue, 20 Jan 2026 23:13:46 +0000

Scope/Platform

Scope: Guide for offboarding an Insurance Adjuster via removal from all Application and IAM groups.

Platform: The following platforms and applications will be utilized.

Identity provider: Okta
Email: Microsoft Exchange
Claims management system: Claims Radar (Fictional)
Document Management System: OneDrive
Internal messaging: Microsoft Teams
Ticketing System: ServiceNow

Intro

This article is a guide for a scheduled, voluntary decommissioning of an Insurance Adjuster at Turing Insurance. It will cover all steps of the process and track progress using a checklist. It will track account deactivation and access removal.

Who is this for?

This article is for Help Desk Technicians who have been tasked with ending an Insurance Adjuster's access to Turing Insurance systems.

Prerequisites

In order to carry out the steps as written, the Help Desk Technician must have admin level access to all relevant systems. It assumes but also verifies that all relevant tickets that needed to be submitted by HR and Management, and also that Security has approved.

Approvals

Offboarding Request Ticket #: (Paste Here)
Date and Time Access will be removed: (Paste Here. Mark down time zone.)

HR Submitted:
OR
Management Submitted:

Security Approved:

NOTE: UNLESS SECURITY APPROVES YOU CANNOT PROCEED

Offboarding Intake Checklist

Employee Name:

Manager Name:

Job Title:

Email:

Username:

Location:

Work Phone Number:

Identity & Access Disablement (Okta)

NOTE: DO NOT PROCEED WITHOUT FILLING OUT THIS SECTION

User Account Found
Username Correct:
Email Correct:
Department Correct:
Location Correct:

NOTE: ONCE VERIFIED, PASTE SCREENSHOT IN TICKET

Account Disabled in Okta:

Okta Role Based Groups Removed:

Okta Location Based Groups Removed:

Active Sessions Ended:

'Terminated' Added after Last Name in Okta:

NOTE: REFRESH OKTA TO VERIFY COMPLETION

MFA & Session Revocation

MFA Group removed in AD:

Refresh AD and verify MFA Group removed:

MFA disabled in Microsoft 365 Admin Center:

Refresh Admin Center and confirm MFA disabled:

Force Sign out in Microsoft 365:

NOTE: IF MFA CANNOT BE DISABLED ESCALATE IN SECURITY CHAT

Application Access Removal

AD Account Disabled and Password Reset:

Claims Radar AD Group Removed:

AD Role Based Groups Removed:

AD Location Based Groups Removed:

Refresh AD to confirm groups removed:

'Terminated' added to last name in AD:

Final Verification

Review all steps above again
Okta Disabling Complete:
AD Disabling Complete:
MFA Disabling Complete:
Application Access Revoked:

Inform Offboarding Chat:

Wait for Offboarding Chat Approval:

Documentation & Notifications

Paste this Checklist into Ticket:

Close ticket:

Escalation Criteria

NOTE: IF YOU CANNOT DISABLE ACCESS, REMOVE MFA OR REVOKE SESSIONS, PLEASE ESCALATE TO SECURITY CHAT OR MANAGER IF SECURITY DOES NOT RESPOND WITHIN ONE HOUR.

MFA Reset Workflow - Turing Insurance

Brandon Rummel — Mon, 12 Jan 2026 18:05:22 +0000

A brief note: This document does not reflect the workflows of an actual company. It is based upon real workflows, but the company mentioned is fictional.

Scope/Platform

Scope: Guide for verifying and then resetting the MFA for a user.

Platform: Microsoft Authenticator, ServiceNow

Intro

This is an article about resetting the MFA of a user. It will cover verifying the user, and the MFA reset process itself in checklist format.

Who is this for?

This article is for Help Desk Technicians tasked with resetting MFA for users who cannot access their MFA.

Prerequisites

In order to carry out the steps as written, the Help Desk Technician must have admin level access to all relevant systems.

Verifying the User

NOTE: YOU MUST TYPE 'DONE' AFTER EVERY STEP.
NOTE: YOU CAN ALWAYS FIND EMPLOYEE OFFICE LINES AND CELL #'s IN EMPLOYEE CONTACT LIST ONENOTE. CONTACT HR IF NUMBER CANNOT BE FOUND.

Verify the user using the following methods. The method you use will be determined by how the user contacts you.

Method #1: Phone call verification.
Use this if you have been contacted by email or via ServiceNow INC Ticket
A. Open/Create INC Ticket in ServiceNow -
B. Call the User on their office or personal line -
C. User confirms their work username, employee ID and manager name -

Method #2: Email Verification
Use this if you have been contacted through the Help Desk Service Line or directly by a user
A. Open/Create INC Ticket in ServiceNow -
B. Send an email to the user's work email address via Outlook -
C. User confirms their work username, employee ID and manager name -

MFA Reset Process Part 1 (Admin Center)

NOTE: IF MFA CANNOT BE RESET HERE, ESCALATE IN HELP DESK CHAT
A. Log into Microsoft Admin Center with your Admin Creds -
B. Select Users > Active Users > User in question -
C. Select Multi Factor Authentication -
D. Log Into Entra Admin Portal -
E. Select the user and click User MFA Settings -
F. Select Require selected users to provide contact methods again
G. Click Save

MFA Reset Process Part 2 (User Steps)

NOTE: YOU MUST WALK THE USER THROUGH THESE STEPS DIRECTLY VIA PHONE CALL
A. Have the user go to aka.ms/mfasetup -
B. Have them select I can't use my Microsoft Authenticator app right now and verify via phone call -
C. Have them open Microsoft Authenticator on phone and select the Plus Sign -
D. Select Work or school account > Scan QR Code -
E. On their computer, have them select Add sign in method -
F. Click through Microsoft Authenticator ** > **Next > Next > Scan QR Code
G. Have the user scan QR Code with their phone and click Next -
H. Have user enter verification code into phone -

Final Steps

A. Verify MFA is setup in Admin Portal -
B. Paste the above Checklist into INC ticket -
C. Post Ticket Number in MFA Chat for tracking -

Insurance Adjuster Onboarding Workflow - Turing Insurance

Brandon Rummel — Sun, 11 Jan 2026 00:35:35 +0000

Note: This documentation is based on real-world workflows, with identifying details modified to protect proprietary information.

Scope/Platform

Scope: Guide for setting up an Insurance Adjuster with all relevant applications and IAM groups.

Platform: The following platforms and applications will be utilized.

Intro

This is an article about onboarding an Insurance Adjuster at Turing Insurance. It will cover all steps of the process and track progress using a checklist.

Who is this for?

This article is for Help Desk Technicians tasked with setting up an Insurance Adjuster to work in all relevant systems for their role.

Prerequisites

In order to carry out the steps as written, the Help Desk Technician must have admin level access to all relevant systems.

Initial Intake

NOTE: YOU MUST TYPE 'DONE' AFTER EVERY STEP

Checklist

Check New Hire REQ ticket to confirm approval -
Start Date of Employee -
Confirm manager approval for system access -
Confirm information:

Full Legal Name -
Job Title -
Department -
Manager Name -
Start Date -
Username -
Work Email -
Work Location -

NOTE: IF YOU CANNOT CONFIRM THESE ITEMS, CONSULT 'INTERDEPARTMENT CONTACTS' ONENOTE AND CONSULT RELEVANT TEAM MEMBER

Okta Access Establishment

Fill out user info in Okta -
Set Account Status to Active -
Assign baseline groups -

Employees, Claims Adjusters

Enroll User in MFA Policy -

TuringMFA

Refresh to confirm assigned groups and MFA policy is in place -

Group Based Access Establishment

Microsoft Exchange -

OutlookMail-Users

Confirm Mailbox creation and Email visibility on GAL -
Microsoft Teams -

Teams-Users, [CityLocation]-Team

Confirm Teams Login and relevant Groups in profile -
OneDrive -

TuringGeneralOneDrive-Users, [CityLocation]Claims-Documents

Access OneDrive Admin Portal to confirm account is provisioned and relevant folders accessible -
Claims Radar -

Claims-Radar-Adjusters-User

Login to Claims Radar user profile and confirm account is active -
ServiceNow-

ServiceNow-Users

Confirm SNOW account exists, New Hire REQ is assigned to New Hire, and is able to submit tickets -

NOTE: FAILURES MUST BE BROUGHT UP IN NEW HIRE CHAT. NO WORKAROUNDS.

Confirmations

Okta:
Account Active -
Groups Assigned -
MFA Setup -

Exchange:
Mailbox Online -
GAL Visible -

Teams:
Sign In Success -
Relevant Teams Visible -

One Drive:
Storage Access Confirmed -
Shared Folders Access Confirmed -

Claims Radar:
Account Active -
Claims Queue Accessible -

Service Now:
Access Confirmed -
Ticket Creation Enabled -

Final Checks

Paste this Template into New Hire REQ -
Note Exceptions in Ticket (if any) -
Notify New Hire Chat of completed ticket and any errors -
Notify Manager of New Hire -
Escalate issues to relevant Team (if any) -

How to Create Sections in Webex

Brandon Rummel — Fri, 09 Jan 2026 19:59:14 +0000

Scope/Platform

Scope: Guide for creations Sections to sort users in Webex.

Platform: Webex (Windows)

Intro

This is an article about creating Sections in Webex. A Section is a personal function in the Messaging Pane of Webex used to gather people into useful groups to make it easier for you to find who you need to talk to.

Who is this for?

This article is for Webex users who need a way to sort through contacts. Without them, Webex will present contacts from when a message was last sent.

Prerequisites

To fully understand the article, you will need access to Webex and experience with using it.

Accessing 'Create Section'

Open Webex
Select on Messaging
Click on the white circled Plus Sign
Select Create a Section
Type a name for the Section in Name box
Click Create

Populating the Section

Note: You must have conversed with the people you intend to add to your section. Send them a brief message before attempting to add them.

To add users via the Messaging Pane

Scroll until you find the person you wish to add.
Right click on the user's name or icon
Select Move to Section
Select relevant Section from list and click Move

To add users from within the chat with said user

Click on the Gear in chat window
Select Move to Section
Select relevant Section from list and click Move

How to Create Rules in Outlook (Windows)

Brandon Rummel — Fri, 09 Jan 2026 18:21:49 +0000

Scope/Platform

Platform: Windows version of Outlook.

Purpose: Guide for creating a rule to automatically move messages from a specific sender to a designated folder.

Intro

This is an article about creating rules in Outlook to automatically move messages from a specific sender to a designated folder. Following these steps ensures important emails are not lost in your inbox.

Who is this for?

This article is for users new to Outlook, or at least new to using Outlook outside of its use case of replying to and sending emails.

Prerequisites

To fully understand this article, you will need some experience with using Outlook and selecting options from dialog boxes.

Accessing the Rules Wizard

Consider the following scenario:
A high value client's emails are getting lost in the shuffle of your inbox, and you need to setup a filter to funnel those emails to an exclusive folder.

To access the Rules Wizard.

Open Outlook
Go to File in the upper left hand corner
Select Rules and Alerts
Click New Rule. This will launch the Rules Wizard

Select Conditions

In the Rules Wizard, select Move messages from someone to a folder
Click Next
Check from people or a public group
Click Next

Edit the rule description (click on an underlined value)

Click on people or public group
Select the appropriate email from your address book and click OK
Click on specified
Select appropriate destination folder.
Click Next

Select Action(s) and Select exception(s) (if necessary)

Check move it to the specified folder
Check stop processing more rules
Click Next
Review exceptions list. If none apply, click Next

Final Steps

Enter a unique name for the rule in the Name field
Click on Turn on this rule
If needed, click on Run this rule now on messages already in "Inbox"
Review summary, and click Finish to run your rule

Closing

You now have an Outlook Rule in place to filter emails to a specific folder. Somethings to keep in mind.

Order of rules will matter: Outlook processes rules from top to bottom. Rules with Stop processing more rules enabled will stop all other rules after it from applying to the same message.
Troubleshooting: If a rule is not working, verify the sender's email to confirm it matches. Also confirm other rules do not conflict.