Add Programs
Policy or segment level programs can be added to a policy from the Program screen. When a program is added, all activities related to that program can be viewed from the Activity Summary tab on the Program screen. The activities cannot be processed from the Activity Summary tab. The Activities screen will continue to be used for processing activities.
Before a segment program can be added, make sure the segment is added to the policy. A segment program cannot be added until the actual segment is added to the policy.
Steps to Add a Policy or Segment Program
- Open the policy where the program will be added.
- Click the Programs link in the Entity Navigation list. Program screen opens. If the link is not available, then the policy does not support programs.
- Select the Policy or Segment from the drop down to identity the type of program that should be added. If the Segment option is selected, a list of segments will display. Select the segment.
- Select a program from the Programs drop down list.
- Click Add button. A new row is added in the grid displaying the Program fields.
- Enter the three required dates: Effective Date, Start Date and End Date.
- Associate a client to the activity if needed. Click the Add Client icon to the right of the client field to find available clients.
- Type the amount in the Program Amount field.
- Click Save. The program will be added to the program table above.
- Click the green ready icon Program Submit Button to the right of the program, which creates the Set Up Program activity and changes the program status to Ready. If the icon is not visible, then the program is in the wrong status or security privileges are not available to the user.
- When the SetUpProgram activity window opens, click OK to close the window. The activity is added but the user remains on the program screen. Another option is to click the OK Navigate button, which adds the activity and navigates the user directly to the Activity screen to process it.
- Process the SetUpProgram activity. The program status will change to Pending.