7.5 Amendment Structuring - Comments

This topic describes information about Comments of the Amendment Structuring.

The Comments data segment allows to capture overall comments for the proposal structuring stage. Posted comments are displayed at the bottom of the page for easy identification of previous actions.

Figure 7-15 Comments

Description of "Figure 7-15 Comments"

For information on fields in the Comments page, refer the below table.

Table 7-8 Comments

Fields	Description
Post	Type the necessary comments in the text box and click Post. Comment is posted.
Hold	To hold the Amendment Initiation, click Hold.
Back	To go back to the previous page, click Back.
Save & Close	To save the Amendment Initiation for future edit, click Save & Close.
Submit	To move to the next stage, click Submit.
Cancel	To exit the process without saving the information, click Cancel.

1. Click Submit The Policy exceptions window is displayed..

   Figure 7-16 Policy exceptions

   
   

   
   Description of "Figure 7-16 Policy exceptions"

   
   
   By default, policy exceptions are displayed for both the organization (party) and its child party.
2. To view the policy exception detail specific to party or child party, select the party from the drop down list at top left corner.
3. Click the Checklist data segment.

   Figure 7-17 Checklist

   
   

   
   Description of "Figure 7-17 Checklist"

   
   
4. Select the Outcome as PROCEED, if additional information is not required. Otherwise select the Outcome as Additional Info.
5. Click Submit.

   If Proceed is selected as Outcome, the amendment proposal is moved to Proposal Review stage.

   If Additional Info is selected as Outcome, the amendment proposal is sent back to Amendment Enrichment stage.