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The comment template feature allows generic comments to be created that can then be applied to various records in OIPA. Configuration determines if comments are created at the Policy, Segment, Activity, Suspense or Client level. Security controls the View, Add, Update, Delete, or View History actions, to limit users to only their own comments or grant users access to all comments.
The following configuration must be in place to support comment templates.
The following business rules were configured in the Functional Prototype Plan to demonstrate this new functionality.
Comment Templates were created to demonstrate the various levels where templates can be applied. To view configuration, navigate in the Admin Explorer to Administration | Comment Templates .
Global Template: there is one global template in this folder. It should be available for all types of comments.
The CommentScreen business rule was created to support comment template configuration. The important parts of configuration are explained below. To view configuration, navigate in the Global Explorer to Business Rules | Screen | CommentScreen.
<UseTemplate> element appears in all sections to support the use of templates in all supported areas.
The CommentSearchScreen business rule was created to define search criteria and the display of results. The important parts of configuration are explained below. To view configuration, navigate in the Global Explorer to Business Rules | Screen | CommentSearchScreen .
<UseTemplate> element appears in all sections to support the use of templates in all supported areas.
Configuration Details
Change Details
Log in to OIPA using the Prototype Company user ID and password. Make sure the user has privileges to view comments.
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