Self-Service Process Flow Rules and Program Relationships

These are examples of the rules that govern the creation of a self-service process flow:

• A director must be included between each application in the flow. Each script must follow this order: director, program, director, program, and so on.

• The first director in a script must be enabled.

• If an action step is required in a flow, then you must also enable that step in the flow. Although a setup option exists for disabling an action step, required action steps must always be enabled.

• If you specify Self Service Action Step 70 Dependent List (P085551 - ZJDE001) in the process flow, then you must include Step 160 Preview Benefit Changes (P085568 - ZJDE0002). Step 70 must precede Step 160.

• If you specify Self Service Action Step 80 Beneficiary List (P085551 - ZJDE0002) in the process flow, then you must place it after Step 70 Dependent List (P085551 - ZJDE001).

• If you specify Self Service Action Step 80Beneficiary List (P085551 - ZJDE0002) in the process flow, then you must include Step 160Preview Benefit Changes (P0855568 - ZJDE0002). Step 80 must precede Step 160.

• If you specify Self Service Action Step 100 Number of Dependents to Cover (P085560) in the process flow, then you cannot include Step 120 Health & Welfare' Enrollment (P085570). If you specify Step 120 Health & Welfare' Enrollment (P085570) in the process flow, then you cannot include Step 100Number of Dependents to Cover (P085560). If you specify Step 100 or Step 120 in the process flow, then you must include Step 160Preview Benefit Changes (P085568). Step 100 or 120 must precede Step 160.

• If you specify Self Service Action Step 150 COBRA Notification (P085580) in the process flow, then this step must follow any of these steps if they are in the process flow:

Self Service Action Step	Program Number	Program Version (if required)
70	P08551	ZJDE0001
80	P08551	ZJDE0002
100	P085560	Not Required
120	P085570	Not Required
160	P085568	ZJDE0002
170	P085564	Not Required
180	P085568	ZJDE0003
190	P085563	ZJDE0001
200	P085563	ZJDE0002
210	P085563	ZJDE0003
220	P085563	ZJDE0004
230	P085590
240	P085605
250	P085303A	ZJDE0001

• You must specify all or none of these Self Service Action Steps: 160Preview Benefit Changes (P085568 - ZJDE0002), 170Accept Benefit Changes (P085564), and 180Final Benefit Confirmation Statement (P085568 - ZJDE0003). If you specify all three steps, you must define them in sequence after Steps 60 (P085562), 70 (P085551 - ZJDE0001), 100 (P085560) and 120 (P085570).

• When you specify these Self Service Action Steps, you must define them in this sequence: 160 (P085568 - ZJDE0002), 170 (P085564) and 180 (P085568 - ZJDE0003).

• If you specify any of these Self Service Action Steps, then you must include Step 160 (P085568 - ZJDE0002): 190'Indemnity' Plans to Change (P085563 - ZJDE0001), 200'Retirement' Plans to Change(P085563 - ZJDE0002), 210'Other' Plans to Change (P085563 - ZJDE0003), or 220 Change All Remaining Categories(P085563 - ZJDE0004). Step 160 must follow any of these steps in the process flow.

• If you specify Self Service Action Steps 190'Indemnity' Plans to Change (P085563 - ZJDE0001), 200'Retirement' Plans to Change (P085562 - ZJDE0002), and 210'Other' Plans to Change (P085563 - ZJDE0003) in the process flow, then do not include Step 220 Change All Remaining Categories(P085563 - ZJDE0004). Step 220 causes redundancies in the script because the first three steps include the benefit plans that are defined in Step 220.

You can define any of the optional Self Service Category Codes, and use them for process identification and sorting at a later time.

The process of creating a self-service process flow includes multiple forms that the system displays in sequence. After completing a form, select Next.

Because all self-service process flows must begin with a director form, the system automatically selects the Display Director Form option and disables the Call An Application option.