Inquiry Security
Inquiry Security is granted by utilizing the Inquiry Security node located under each Security Group on the Administration tab.
The Inquiry Security Node expands to allow selection of Inquiry Screen rules for authorization by Inquiry Screentype/level. The three levels are Main Menu, Policy Level, Client Level.
The Main Menu node lists all InquiryScreen rules that have been configured at the Main Menu level for the Security Group's applicable Primary Company. The configuror selects the individual 'Inquiry' security page, checks it out and grant or removes access to the page
There is a right click menu off of the Main Menu node to facilitate the following actions:
Selecting Grant Access to All Inquiry Screens will grant access to all Inquiry Screens listed under that node. Remove will remove access to all Inquiry Screens under that node.
Policy LevelThe Policy Level node will list applicable InquiryScreen rules that have been configured at the Policy Level.
This node is organized by Product/Plan. With the introduction of Product Level security (part of 10.1 release), security can be granted at the Product level and copied down one level to a Child Product or Plan level.
When the Policy Level node is expanded each Company applicable to the Security Group will be displayed.
Under each company node the applicable Products/Child Products/Plans are listed along with the applicable Inquiry Screen for each entity
Inquiry Screen: when expanded the configuror sees a list of InquiryScreen pages, listed in alphabetical order, available to that Product (overridden at that Product or its Subsidiary Company). T
Plans: the folder contains each Plan (in alphabetical order) that exists directly under that Product. If no Plans exist the folder is present but cannot be expanded (gray folder icon).
Under each Plan, each InquiryScreen name/rule overriden at that Plan, its Product or Subsidiary Company will be listed, in alphabetical order.
The list is cumulative and displays all Inquiry Screens available to the Plan.
There will be a right click menu off of the Plan name that will allow the following:
Selecting Grant Access to All Inquiry Screens will grant access to all Inquiry Screens listed under that node. Remove will remove access to all Inquiry Screens under that node.
Selecting Copy Parent Access - this will copy the security settings for the like Inquiry Screen pages from the Product level to the Plan level pages.
Note, if Copy Parent Access is selected the configuror will have to manually add security for Inquiry Screen pages that are only applicable to that Plan.
Child Product: the Child Product folder lists each child product, in alphabetical order. If no child products exist the folder is present but cannot be expanded (gray folder icon).
The following folders will appear under each Child Product node:
Inquiry Screen: when expanded the configuror sees a list of InquiryScreen pages, listed in alphabetical order, available to that Product (overridden at that Product, its Parent(s) or its Subsidiary Company).
The list is cumulative and displays all Inquiry Screens available to the child product.
Plans: folder content as described above under 'Product' node
Child Product: folder content as described above under 'Product' node
There is a right click menu off of the child product name that will allow the following:
Grant Access to all Inquiry Screens - this will grant access to all Inquiry pages listed under that Plan
Remove Access to all Inquiry Screens - this will remove access to all Inquiry pages listed under that Plan
Copy Parent Access - this will copy the security settings for the like Inquiry Screen pages from the Product level to the Plan level pages. This option will only be present if Inquiry Screen page(s) are available. Wherever copy parent access option is allowed and user selects it , give a confirmation message
Client LevelNote, if Copy Parent Access is selected the configuror will have to manually add security for the Inquiry Screen pages that are only applicable to that child product.
The Client Level node lists all Inquiry Screen rules that have been configured at the Client level for the Security Group's applicable Primary Company. The configuror selects the individual 'Inquiry' security page, checks it out and grant or removes access to the page.
Selecting Grant Access to All Inquiry Screens will grant access to all Inquiry Screens listed under that node. Remove will remove access to all Inquiry Screens under that node.
