Defining a Characteristic for a Policy Type

Prerequisites

To define a characteristic for a policy type, you should have:

  • Characteristic types defined in the application (where the characteristic entity is set to Policy Type).

Procedure

To define a characteristic for a policy type:

  1. Ensure that the Characteristics section is expanded when you are defining, editing, or copying a policy type.

    The Characteristics section contains the following fields in a grid:

    Field Name Field Description Mandatory (Yes or No)
    Characteristic Type Used to indicate the characteristic type.
    Note: The list includes only those characteristic types where the characteristic entity is set to the Policy Type.
    Yes (Conditional)
    Note: This field is required when you are defining a characteristic for the policy type.
    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 policy type.
  2. Enter the required details in the Characteristics section.
  3. If you want to define more than one characteristic for the policy type, click the Add (The Add Icon) icon and then repeat step 2.
    Note: However, if you want to remove a characteristic from the policy type, click the Delete (The Delete Icon) icon corresponding to the characteristic.

Related Topics

For more information on... See...
How to define a policy type Defining a Policy Type
How to edit a policy type Editing a Policy Type
How to copy a policy type Copying a Policy Type