Associating a Customer Registration Template with a Customer Registration Type

Prerequisites

To associate a customer registration template with a customer registration type, you should have:

  • Template categories defined in the application

  • Customer registration templates associated to the template categories

Procedure

To associate a customer registration template with a customer registration type:

  1. Ensure that the Customer Registration Templates section is expanded when you are defining, editing, or copying a customer registration type.

    The Customer Registration Templates section contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Sequence Used to specify the sequence for the customer registration template. Yes (Conditional)
    Note: This field is required when you are associating a customer registration template with a customer registration type.
    Template Category Used to indicate the category to which the customer registration template belongs. The valid values are:

    • Person

    • Account

    • Policy

    • Policy Plan

    Note:

    The Policy and Policy Plan template categories appear when you are defining, editing, or copying a Customer Registration Type using the C1-CustRegTypeHealthCare business object.

    You can associate only one person template category and multiple account, policy, and policy plan template categories with the customer registration type.

    		 Yes (Conditional)
    Note: This field is required when you are associating a customer registration template with a customer registration type.
    Template Used to specify the customer registration template which you want to associate with the customer registration type.
    Note:

    The Search (The Search Icon) icon appears corresponding to the Template field. On clicking the Search icon, the Customer Registration Template Search window appears.

    On specifying the template, the description of the template appears corresponding to the Template field.

    		 Yes (Conditional)
    Note: This field is required when you are associating a customer registration template with a customer registration type.
  2. Enter the required details in the Customer Registration Templates section.
  3. If you want to define more than one template for the customer registration type, click the Add (The Add Icon) icon and then repeat step 2.
    Note: However, if you want to remove a template from the customer registration type, click the Delete (The Delete Icon) icon corresponding to the customer registration template.
  4. Click Save.
    The customer registration template is associated with the customer registration type.

Related Topics

For more information on... See...
How to define a customer registration type Defining a Customer Registration Type
How to edit a customer registration type Editing a Customer Registration Type
How to copy a customer registration type Copying a Customer Registration Type