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AllowPlanDateModifications Prototype

The <AllowPlanDateModifications> element in the PolicyScreen rule controls when the Plan Date fixed field becomes disabled on OIPA's Policy screen.

 

Prototype Explanation

The following business rules were configured in the Prototype Company to demonstrate this new functionality.

Business Rules

 

View Prototype in OIPA

  1. Log in to OIPA using the Prototype Company user ID and password.
  2. Select Policy > New.
  3. In the Plan field, select Functional Prototype Plan.
  4. Enter enough information on the screen to create a shell policy.
  5. Click Save. Note that the Plan Date field remains editable after saving the policy.
  6. Add the activities necessary to bring the policy into Active status.
  7. Navigate back to the Policy screen and note that the Plan Date field is no longer editable.

 

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