Defining a Characteristic for a Policy
Prerequisites
To define a characteristic for a policy, you should have:
-
Characteristic types defined in the application (where the characteristic entity is set to Policy)
Procedure
To define a characteristic for a policy:
-
Ensure that the Characteristics section
is expanded when you are defining or editing a policy.
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 policy. Note: The effective date cannot be earlier than the policy start date and later than the policy end date.Yes (Conditional) Note: This field is required when you are defining a characteristic for the policy.Characteristic Type Used to indicate the characteristic type. Note: The list includes only those characteristic types where the characteristic entity is set to Policy.Yes (Conditional) Note: This field is required when you are defining a characteristic for the policy.Characteristic Value Used to specify the value for the characteristic type. Note:If you select a predefined characteristic type, the Search () 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 policy. - Enter the required details in the Characteristics section.
-
If you want to define more than one characteristic for
the policy, click the Add () icon and then repeat step 2.
Note: However, if you want to remove a characteristic from the policy, click the Delete () icon corresponding to the characteristic.
-
Click Save.
The characteristics are defined for the policy.
Related Topics
For more information on... | See... |
---|---|
How to define a policy | Defining a Policy |
How to edit a policy | Editing a Policy |