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.

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 .

Business Rules

Configuration Details

Change Details

View Prototype in OIPA

  1. Log in to OIPA using the Prototype Company user ID and password. Make sure the user has privileges to view comments.

  2. Open a policy.
  3. Click the Add Comments link on the Secondary menu of the Policy screen. This will open the Comments screen.
  4. Select the comment details needed using the checkboxes and drop down boxes, then enter the comment text.
  5. Click Save.
  6. Close the window when finished.
  7. Click the Comments link on the Left Navigation menu. This will bring up the Comment Search screen.
  8. Enter any search criteria and search for the comment you just created.
  9. Click Refresh to view the search results.
  10. Close the window when finished.
     
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