Inquiry Screen Configuration

Inquiries can be configured to display on the Main Menu in OIPA or on the Policy screen.  Specify the level when a new Inquiry screen is created.  Inquiry screens configured to display on the Main Menu will appear in OIPA under the Inquiry heading on the Main Menu.  Refer to the images below.

Main Menu Inquiry Screen in Rules Palette                                        Main Menu Inquiry Screen in OIPA

Inquiry screens configured to display at the Policy level will appear in OIPA on the Policy screen.  The Inquiry link will appear on the Secondary Menu.  Refer to the images below.   

Policy Level Inquiry Screen in Rules Palette                                       Policy Level Inquiry Screen in OIPA

Steps to Create an Inquiry Screen

1. Open the Main Explorer tab.

2. Open the appropriate company folder.

3. Right-click on Inquiry Screens and select Add Inquiry.

4. Enter a name for the Inquiry.  It should reflect the purpose of the Inquiry so that OIPA users can identify its purpose.

5. Select an inquiry type from the drop down box.  This will determine the screen where the Inquiry screen will be available to OIPA users.

6. Click Finish.  The new Inquiry screen will be listed in the appropriate level folder under the Inquiry screen node.

Once an Inquiry screen has been created, check it out and configure it.  View the XML Configuration Guide topic in this help system.  Inquiry screen configuration is located in Business Rules | Screen Rules | Inquiry Screen.