Link Program to a Plan

A program can be linked to a plan. When this occurs, a PolicyProgram rule is created. This rule identifies the policy statuses when programs can be added or updated.

Refer to the XML Configuration Guide in the Help menu for a complete explanation of all element and attributes mentioned in the steps below.

Steps to Link a Program to a Plan or Segment

  1. Navigate to the Global Explorer tab.
  2. Open the environment folder and then open the Programs node.
  3. Right-click the Plan Programs folder and click Link Plan.
  4. Select the Subsidiary Company from the drop down box that the plan is associated with. The three fields above are automatically populated and cannot be changed.
  5. Select the plan from the Plan drop down box.
  6. Click Finish.
  7. Configure the PolicyPrograms.xml file.

    Security must also be assigned to the ProgramScreen through Plan Security. If this rule provides access to the Add and Save buttons, but security has not be granted, then the buttons will not be available to the user in OIPA.

 

Link Plan Option on Plan Program Node

Link Plan Option on Plan Program Node

 

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