Plans
The Plans zone lists the plans that are added in a policy. It contains the following columns:
| Column Name | Column Description |
|---|---|
| Sequence | Displays the sequence number of the policy plan. |
| Template | Indicates the policy plan template using which the policy plan is added in the policy. |
| Policy Plan Number | Displays the policy plan number. |
| Price Item | Displays the price item that is associated with the policy plan. |
On clicking the View (
) icon corresponding to a policy plan,
the Plan Information tab appears where you
can view the details of the respective policy plan.
Note:
No information appears in the Plans zone if a plan is not yet added in the policy.
Pagination is used to display limited number of records in this zone. You can use the navigation links, such as Previous and Next to navigate between pages.
Related Topics
| For more information on... | See... |
|---|---|
| How to add a plan in a policy | Adding a Plan in a Policy |
| How to view the details of a policy plan | Viewing the Details of a Policy Plan |
| How to view the details of a customer registration | Viewing the Customer Registration Details |