Defining Enrollment Options

This section outlines the configuration needed to support enrollment and unenrollment processes.

Create Service Task Types

You must create one or more service task types for different types of enrollment and unenrollment processes. The number of service task types needed is based on the number of programs, program subscription types, and device location types you have configured. 

See Understanding Digital Asset Service Task Types and Defining Digital Asset  Service Task Types for more information about working with digital asset service task types.

Create Action Method

You must also configure an Action Method to enroll or unenroll customers using the Process Flow portal.

Use the following procedure to create an action method used with digital asset enrollment or unenrollment processing.

  1. Select Admin, System, Action Method, Add.

  2. Select "Digital Asset Enrollment Action Method" or "Digital Asset Unenrollment Action Method" from the Action Method Business Object drop-down list on the Select Business Object screen and click OK.

  3. Enter the following on the Action Method  screen:  Main:    Action Method: A code for your action method    Action Method Role:  Digital Asset Enrollment (or Digital Asset Unenrollment)    Description: A description of your request type Default Details:    Process Flow Type: Digital Asset Enrollment Process (or Digital Asset Unenrollment Process

  4. Click Save,

See Defining Action Methods for more information about creating Action Method records.