Customizing Categories and Templates

Although the application delivers categories and a template for the Open Enrollment activity guide, you have the ability to:

  • Create your own categories and templates.

  • Use the delivered data as a starting point for your own categories and activity guide templates.

The fields for delivered data are disabled and unavailable for update. Although you cannot update the delivered data, you can make modifications to delivered or existing categories and templates to suit your organization's needs. This is done by using one of these methods and making the modifications:

  • Inserting a new effective dated row.

  • Cloning a category or template.

WARNING:

When you make modifications to a template (by either inserting a row or cloning), you cannot change the activity guide type (layout) or category. To have a template that does not use the same layout type or category, you will need to create a new template instead of cloning or inserting a new effective dated row.

For more information on setting up activity guide categories or templates, see the Enterprise Components: Setting Up Activity Guide Categories and Enterprise Components: Managing Activity Guide Templates documentation.

Considerations for Configuring Categories for Your Environment

If you want to use the delivered categories as a basis for your Open Enrollment categories, or create your own, consider the following:

  • You should always have a Summary step that can be included as the last step in the activity guide process where users can review their progress and mark the activity guide as complete.

  • To add or remove steps from an existing category, you will need to add a new effective dated Open Enrollment category row and add or delete the steps.

    Important:

    If you do this for a category that is already associated with a template, you will need to insert a row in the template with a date equal to or later than the row with the new or deleted step to apply those changes to your template. The system will not automatically insert the step into the template, but you can now opt to include this new step into the template.

    For details, refer Enterprise Components: Activity Guide Composer - Select Steps Page

  • You can clone the delivered Open Enrollment category by accessing the Enterprise Components: Clone Category Page , selecting the category and effective dated row you want to copy, enter the new category details, and click Clone Category to save a copy of the category. You will need to navigate to the Categories component where you can update this new category (see Enterprise Components: Setting Up Activity Guide Categories).

Considerations for Configuring Templates for Your Environment

If you want to use the delivered template as a basis for your Open Enrollment templates, consider the following:

  • In order to make modifications to a delivered template, accessing the Enterprise Components: Activity Guide Templates Page and doing one of the following:

    • Insert a new effective dated row by clicking the Update Template button to access the Enterprise Components: Update Template Page and click the Add button, This will insert a new effective dated row where you can enter the new date. Apply the change and click the Update Template button to access the template and make the changes.

    • Clone the delivered Open Enrollment template by clicking the Clone Template button for the desired template. On the Enterprise Components: Clone Template Page select the effective dated row you want to copy, enter the new template details, and click Continue to save a copy of the template. You will be returned to the Activity Guide Templates page where you can select to update this template.

    Note:

    These actions will copy all the configuration setup for this template, including the status of the template at the time of inserting a row or cloning. You can change the auto save functionality, security roles, actions, step configuration, and status, but you cannot change the activity guide layout type and category.

    To inactivate a delivered template, insert a row with a new effective date, access the Enterprise Components: Activity Guide Composer - Review and Activate Page and click the Deactivate Activity Guide button.

  • If you do not want to use the same category or activity guide type (layout style) as an existing template, create a new template instead of cloning or inserting a new effective dated row.

  • You should always have a Summary step that can be included as the last step in the activity guide process where users can review their progress and mark the activity guide as complete.