AutoProcess

This business rule dictates whether activities are to be processed as soon as they are added or when specifically executed. If set to Yes, the AutoProcess button will be checked on the Activity screen. The rule is overridden to affect the various Activity screens. The Policy Activity screen is affected by overriding the rule at the plan level. The Plan Activity screen is affected by overriding the rule with the plan that holds plan level transactions. The Client Activity screen is affected by overriding the rule with the primary company.

AutoProcess Elements/Attributes
Element/Tag Definition Attribute Element/Attribute Value and Description

<AutoProcess>

The opening and closing tag of the AutoProcess business rule.

 

Yes - Auto Process button will be populated on the Activity screen. Activities will process as soon as the "OK" button is selected at activity entry.

No - Auto Process button is not pre-populated, but can be manually selected.

<PlanLevel>

   

Yes - Enables Plan-level activity autoprocessing.

No - Disables Plan-level activity autoprocessing.

<ActivityLevel>

   

Yes - Enables Activity-level activity autoprocessing.

No - Disables Activity-level activity autoprocessing.

XML Example

<AutoProcess>Yes</AutoProcess>
 
<AutoProcess>
<PlanLevel>No</PlanLevel>
<ActivityLevel>Yes</ActivityLevel>
</AutoProcess>