AllowPlanDateModifications Prototype
The <AllowPlanDateModifications> element in the PolicyScreen rule controls when the Plan Date fixed field becomes disabled on OIPA's Policy screen.
Prototype Explanation
The following business rules were configured in the Prototype Company to demonstrate this new functionality.
Business Rules
-
PolicyScreen (Functional Prototype Plan): This business rule is configured so that the Plan Date field is disabled when the policy is in Active, Inactive or Grace status. When the policy is in any other status, the Plan Date field is editable. To view the prototype configuration, navigate in the Main Explorer to Companies | Prototype Company | Plans | Functional Prototype Plan | Plan Rules | PolicyScreen and click on the XMLSource pane. The key configuration for this business rule is explained below.
- <AllowPlanDateModifications> is set to "Yes," meaning that the Plan Date field will not be automatically disabled when the policy is saved for the first time.
- <DisabledStatus> has a value of "01,05,03," meaning that the Plan Date field will not be editable in the Active, Grace or Inactive statuses.
- PolicyScreen (Dynamic Prototype Plan): This business rule is configured so that the Plan Date field is disabled when the policy is saved for the first time. To view the prototype configuration, navigate in the Main Explorer to Companies | Prototype Company | Plans | Dynamic Prototype Plan | Plan Rules | PolicyScreen and click on the XMLSource pane. The key configuration for this business rule is explained below.
- <AllowPlanDateModifications> is set to "No," meaning that the Plan Date field will be automatically disabled when the policy is saved for the first time.
View Prototype in OIPA
- Log in to OIPA using the Prototype Company user ID and password.
- Select Policy > New.
- In the Plan field, select Functional Prototype Plan.
- Enter enough information on the screen to create a shell policy.
- Click Save. Note that the Plan Date field remains editable after saving the policy.
- Add the activities necessary to bring the policy into Active status.
- Navigate back to the Policy screen and note that the Plan Date field is no longer editable.