Defining a Characteristic for a Membership

Prerequisites

To define a characteristic for a membership, you should have:

  • Characteristic types defined in the application (where the characteristic entity is set to Membership)

Procedure

To define a characteristic for a membership:

  1. Ensure that the Characteristics section is expanded when you are defining or editing a membership.

    The Characteristics section contains the following fields in a grid:

    Field Name Field Description Mandatory (Yes or No)
    Effective Date Used to specify the date from when the characteristic is effective for the membership.
    Note: The effective date cannot be earlier than the membership start date and later than the membership end date.
    		 Yes (Conditional)
    Note: This field is required when you are defining a characteristic for the membership.
    Characteristic Type Used to indicate the characteristic type.
    Note: The list includes only those characteristic types where the characteristic entity is set to Membership
    		Yes (Conditional)
    Note: This field is required when you are defining a characteristic for the membership.
    Characteristic Value Used to specify the value for the characteristic type.
    Note:

    If you select a predefined characteristic type, the Search (The Search Icon) icon appears corresponding to the Characteristic Value field. On clicking the Search icon, the Predefined Characteristic Search window appears.

    On specifying the value for a predefined characteristic type, the description of the characteristic value appears corresponding to the Characteristic Value field.

    		 Yes (Conditional)
    Note: This field is required when you are defining a characteristic for the membership.
  2. Enter the required details in the Characteristics section.
  3. If you want to define more than one characteristic for the membership, click the Add (The Add Icon) icon and then repeat step 2.
    Note: However, if you want to remove a characteristic from the membership, click the Delete (The Delete Icon) icon corresponding to the characteristic.
  4. Click Save.
    The characteristics are defined for the membership.

Related Topics

For more information on... See...
How to define a membership for a fully-insured group policy plan Defining a Membership for a Fully-Insured Group Policy Plan
How to edit a membership of a fully-insured group policy plan Editing a Membership of a Fully-Insured Group Policy Plan