Enrollment Transactions
Enrollment transactions are specialized transactions used for processing Participant Enrollments, either via Data Intake or OIPA's Enrollment screen. A configuror can use the Enrollment Transactions node in the Admin Explorer window to designate previously-configured transactions for enrollment use—in the Admin Explorer window, navigate to Administration | Enrollment Transactions.
Enrollment transactions are created at the Product level, meaning a single enrollment transaction can be shared across multiple plans linked to the same Product.
Creating Enrollment Transactions
Before an enrollment transaction can be created, the following must be true for the environment being used:
- Products are enabled.
- At least one Product is set up.
- At least one Product-level transaction override has been created.
To create a Product enrollment transaction:
- Navigate to the Admin Explorer window.
- Right-click on the Enrollment Transaction node and select New Enrollment Transaction. The Enrollment Transaction window will open.
- The following drop-down fields and their available values will display for selection in the window. Select a value for each field.
- Company—All companies that have been configured
- Product—All Products under the previously selected company
- Plan—All plans under the previously selected Product
- Transaction—All Product-level transactions under the previously selected Product
- Click Finish. The transaction that was just selected will appear under the Enrollment Transactions node, and an enrollment transaction record will be created in the AsEnrollment database table.
Viewing Enrollment Transactions
Right-clicking on a transaction under the Enrollment Transactions node gives two options for viewing an enrollment transaction: View Details and View Transaction.
- Selecting View Details will open the Enrollment Transaction window, which will display the Company, Product, Plan and Transaction that were selected during the Enrollment Transaction's creation.
- Selecting View Transaction will open the XML configuration of the transaction.
Deleting Enrollment Transactions
Right-clicking on a transaction under the Enrollment Transactions node also provides the Delete Enrollment Transaction option. Selecting Delete Enrollment Transaction will open a confirmation window to ensure that the user wishes to delete the transaction. Deleting an enrollment transaction via the Rules Palette will also remove that transaction's record in the AsEnrollment database table.
If a configuror attempts to delete the transaction off of which an existing enrollment transaction is based, an error message will display warning the user that the transaction exists as an enrollment transaction and cannot be deleted. First deleting the enrollment transaction will allow the original transaction to be deleted normally.