Creating a New Batch

A Batch can be created using the Central Add dropdown and selecting Batch from the dropdown menu. The Batch screen allows users to create, view, modify or delete a batch.

Steps to Create a Batch

  1. From the Central Add dropdown menu, select Batch and then click the Create Create icon. The Batch screen appears.
  2.  Enter all the batch details. 
    • Batch Name is a dropdown menu for batch names which lists all the configured batches that a user can select.
    • Batch Number is the unique identifier for a batch. Depending upon the configuration, this field can be automatically populated or user can manually enter a value in it.
    • Policy Status is the status of the batch at any moment. It is Pending by default.

    • Effective Date is to select a date from the calendar.

    • Number of Rows to Display is the number of rows that a user may wish to be part of the batch.

  1. Click the Save button when finished. Click the Cancel button to discard any changes. Once a batch is saved, the Effective Date field shall be automatically populated and the user presented with the Batch <Batch Name> and Batch Activity Detail-Pending nodes in the expanded form.

Depending upon the configuration, the user may be presented with the batch details where they may have to enter the batch activities manually or select the batch activities from the predefined list using checkboxes.

If the batch is configured to input the batch activities manually, the user is presented with a screen where the user shall be able to enter the batch activities manually. This is achieved by clicking the Add Row button and adding the appropriate values. Click Save to save the changes and click Cancel to discard any changes.

When the user clicks Save, the batch activity details are saved, and the user is presented with the Batch Activity Details - Saved node in the expanded form.

You can Edit and Delete actions by clicking on the corresponding Edit and Delete icons in the Action column. Edit allows the user to change the input data for spawning the batch activities for that record whereas Delete can be used to delete the record in the batch.

To navigate to the previous screen, click the Back button.

Modify the data and click Save to save the additional changes or click the Skip button to navigate back to the Batch Activity Details screen.

Updating a Batch

As long as a batch is in the Pending state, a user may update it. To update any batch:

  1. Perform a unified search for any batch that you want to edit.
  2. When you click on the desired batch from the search results, the Batch screen is displayed. 
  3. Edit any field as required.
  4. Click Save.

Deleting a Batch

Users can delete a batch using the Delete button on Batch Screen any time after creating the Batch entry but before Releasing the Batch.

To delete a batch, follow these steps:

  1. Perform a unified search for any batch that you want to delete.
  2.  When you click on the desired batch from the search results, the Batch screen is displayed. 
  3. Expand the Batch <Batch Name> node and then, click the Delete button. The Policy Status of the batch changes to Deleted.

Releasing a Batch

When in the Batch Activity Detail section of the Batch screen, users can select the Release button to release a batch. Upon Releasing a batch, the Policy Status of the batch is changed to Released.