01.Programs
The received different insurance terms from insurance suppliers are registered as programs in the system. Then insurance packages are created based on programs and are available for agents to sell alongside with full packages.
This is a space where the user is allowed to create/edit the insurance programs. The detailed information about programs is registered using button Add/Edit Program.
When added/edited, a program is saved as Draft. There are three types of status of the records, and toolbar elements for this kind of records may be different as per status :
- Draft records- color is green and can be authorized or deleted
- Approved records - color is black and can be deauthorized only
- Deleted records - color grey, can be only undeleted
The page where Programs Tab is located is divided into two Grids. The Programstab is in the Upper Grind.
The Grid Below, Program Detailsinclude tabs as Prices, Age Conditions, Group Conditions and Risks, shows/allows to add detailed information about particular insurance Program. Accordingly, the information in the grid below changes according to the programs selected in the upper grid.
As for the toolbar, its elements have the following functions and availability:
| Toolbar icon | Description |
| Column Chooser | A detailed description see here: Column Configuration |
| Refresh | A detailed description see here: Refresh |
| View Saver | A detailed description see here:View Saver |
| Filter Saver | A detailed description see here:Filter Saver |
| Add | Add forms will be used to add Programs, Prices, Age Supplements, Group Discounts, Risks and create Insurance. These forms should have specific fields, necessary for particular tabs to be filled in. |
| Edit | Edit forms will be used to Edit Programs, Prices, Age Supplements, Group Discounts, Risks Insurance. These forms should have specific fields, necessary for particular tabs to be filled in. |
| Delete/Undelete | This feature should allow users to Delete/Undelete Insurance, Programs, Prices, Age Supplements, Group Discounts and Risks. Delete / Undelete feature should be represented as one button, which will change the status Delete➝ Undelete depending on the row/line the user selects. If the selected line is active, the button should offer - Delete option and vice versa - if the line has been deleted status button should offer the undelete option. |
| Authorize/Deauthorize | This feature should allow users to Authorize/Deauthorize Insurance and Programs. The Authorize/Deauthorize feature should be represented as one button, which will change status depending on the row/line the user selects. If the selected line is Authorized - the button should offer the Deauthorize option and vice versa - if the line has status Draft - the button should offer the Authorize option. After Authorization Programs/Insurance should be active/published. |
| History | This feature will allow the user to see the changes done in a particular item. |