Comment Template Prototype
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.
Configuration Required
The following configuration must be in place to support comment templates.
- The CommentScreen rule must contain a <UseTemplate> element, which is set to Yes. This element can appear in any of the comment sections and can be repeated as many times as needed to turn on template support for that section. The Client Comment Screen uses the DefaultComments configuration.
- The CommentSearchScreen rule must be configured to support a user's ability to search for existing comments.
- AsCodeCommentType must be populated with available types of comments.
- Administration - All Non-Security Administration CheckIn/CheckOut privilege must be added to users who want to work with templates.
- OIPA security groups should be configured to control comment viewing and access for CSRs in OIPA.
- Comment Templates, if used, are created through the Admin Explorer Comment Template node.
Prototype Explanation
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 .
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Global Template: there is one global template in this folder. It should be available for all types of comments.
- Primary Company Template: there is one primary company template in this folder. It should be available to client and suspense comments under that company.
- Subsidiary Company Template: there is one subsidiary company template in this folder. It should be available to policy, segment and activity comments under that subsidiary company.
- Product Template: there is one Product template in this folder. It will only display if Product functionality is turned on for the environment and it should be available to policies, segments and activities under that Product.
- Plan Template: there is one plan template in this folder. It should be available to policies, segments and activities under that plan.
Business Rules
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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.
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<UseTemplate> element appears in all sections to support the use of templates in all supported areas.
- fixed and dynamic fields are present in the rule configuration as well as specific fields by Comment Type (ex, Policy Comment has Policy Comment Field).
- Action/Events configuration shows an example of OnLoad (populating field value), OnChange (showing hidden field), and OnSubmit (showing Error message).
- Dynamic fields pull in values from AsCode.
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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 .
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<UseTemplate> element appears in all sections to support the use of templates in all supported areas.
- fixed and dynamic fields are present in the rule configuration as well as specific fields by Comment Type (ex, Policy Comment has Policy Comment Field).
- Action/Events configuration shows an example of OnLoad (populating field value), OnChange (showing hidden field), and OnSubmit (showing Error message).
- Dynamic fields pull in values from AsCode.
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Configuration Details
- The <GroupCustomerComments> tag of this BR is included with fields and action/events to accommodate GroupCustomer Comments.
- The <GroupCustomerComments> tag of this BR is included with fields and action/events to accommodate GroupCustomer Comments.
Change Details
- The template text of Primary Comment Template has been updated to "This is a test of the Primary Company level Template" to include Group Customer comments. This template will appear on any Client, Suspense, Policy, Activity or Segment that exists under the primary company. GroupCustomerComments button on the following company pages under 'Super' security group has been given security:
- GroupCustomer
- GroupCustomerAddress
- GroupCustomerRelationship
- GroupCustomerActivity
- ClassGroup
- Plan
- Intake Profile (DataIntake)
- Agreement
- AlternateName
- Security has been granted to GroupCustomerComments page. All fields have been selected as Visible and Editable. For Buttons, the below selections have been done:
- Add- Yes
- View- ViewAllComments
- Update- UpdateAllComments
- Delete- DeleteAllComments
- ViewHistory- ViewAllCommentsHistory
- Upload- Yes
- Security has been granted to GroupCustomerCommentsSearch page and the below buttons are available:
AddActivity
GroupCustomerComments
Refresh
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View Prototype in OIPA
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Log in to OIPA using the Prototype Company user ID and password. Make sure the user has privileges to view comments.
- Open a policy.
- Click the Add Comments link on the Secondary menu of the Policy screen. This will open the Comments screen.
- Select the comment details needed using the checkboxes and drop down boxes, then enter the comment text.
- Click Save.
- Close the window when finished.
- Click the Comments link on the Left Navigation menu. This will bring up the Comment Search screen.
- Enter any search criteria and search for the comment you just created.
- Click Refresh to view the search results.
- Close the window when finished.