Plan Setup

The Plan Setup Screen provides the user with ability to view existing Plan/Plan Coverage details and features, as well as information about the Product/Sub-Product for which the Plan is based.

A new Plan may be attached or added to an eligible Master Agreement that is within the list of Group Customer Agreements. Agreement types eligible for having Plans attached will be determined via transactions and validation within the configuration.

How it Works

The Plan Setup Screen will display with the new Plan default values displayed. Once the new Plan is created and saved in the Agreement screen it will appear in the list of existing Plans on the Agreement Plans tab for the Agreement and also will appear on the Plan Setup screen. The user can create new activity records and add Plan segments for the plans.

  • A Plan must belong to an Agreement, the Plan can only be created or added as an extension of the eligible Agreement from within the Agreement Screen.

  • Agreements eligible for the addition or attachment of a new Plan will be identified using configuration within validations and transactions.
  • Plan Coverage relates to an Agreement through the Plan, the Group Customer's instance of the Product/Sub-Product, to which it belongs.

Steps to Create a New Plan Segments (Add Plan Segment Activity)

  1. Open a Customer record.

  2. Click the Plans link on the Entity Navigation menu. Plan Setup screen appears with Plan list in a tabular view.
  3. Click Plan row, the row expands with "Plan Details and Plan Segments tabs.
  4. Enter the applicable plan details and click Save.
  5. Click Plan Segments tab and Select Add Segments.
  6. Enter the applicable segment details and click Save.

The new Plan Segment Activity is added to the table list with Submit and Delete icons. When the Submit icon is clicked, the Action column displays the Process and Recycle icons. Click the process icon to process the activity.