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, select System, then select 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:

    • 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)

      • Enable Bring Your Own: Indicates if the "Bring Your Own" option is available on the Device Setup panel of Enrollment process flows. Only available for action methods based on the "Digital Asset Enrollment Action Method" business object.
      • Appointment Resource Option: Indicates if available appointments should be based on an Activity Type or Template Activity (default). If set to "Template Activity", appointment slots are selected based on labor requirements defined in the Template Activity specified in the Enrollment/Unenrollment service task type as well as the selected crew shift type and crew.
      • Appointment Slot Days: The number of days added to the selected appointment date to build a date range for the list of available appointment slots on the Device Setup panel of Enrollment or Unenrollment process flows.
      • Show Application Date: Indicates whether or not the enrollment or unenrollment date should be displayed on Enrollment or Unenrollment process flow panels.

  4. Click Save.

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