This page (revision-82) was last changed on 26-Nov-2021 10:22 by jaiken

This page was created on 26-Nov-2021 10:22 by JEscott

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Version Date Modified Size Author Changes ... Change note
82 26-Nov-2021 10:22 33 KB jaiken to previous
81 26-Nov-2021 10:22 33 KB jaiken to previous | to last WORK FLOW IN OPEN ENROLLMENT ==> WORKFLOW IN OPEN ENROLLMENT

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WORKFLOW IN OPEN ENROLLMENT
WORKFLOW IN OPEN ENROLLMENT

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At line 16 changed 7 lines
;Step 1: Define Workflow Action in IMWA
;[Action |??]:Suggest prefixing all Open Enrollment workflow actions with OE.
;[Status|??]:The status must be set to “In Production” in order for IMUC to recognize the action.
;[Triggered in Product |??]:This field should be set to WF_BEV since the email will fire when a new life event record is inserted in the P2K_BE_EVENTS table.
;[Action Directed To |??]:Since this is going to a specific person, typically the person in charge of the benefit elections, Specific Employment should be chosen. The specific person code will be later defined in IMUC.
;[Type |??]:The type can be email or message.
;[Email|??]:If Email was specified for Type, the From email address must be specified. If Message was specified the Type, this field must be left blank.
;[Step 1 - Define Workflow Action in IMWA|]
The first step is to define the workflow action in [IMWA] that will be triggered when an employee records a life or work event.
At line 24 changed 6 lines
;Step 2: – Define User Calc in IMUC
;[User Calc|??]:It is suggested to prefix the user calc code with WF_OE to easily identify the workflow user calcs for Open Enrollment.
;[Description|??]:Should state what the user calc is meant for.
;[Product|??]: This field should be set to WF_BEV since the workflow action will fire when a new life event record is inserted in the P2K_BE_EVENTS table.
;[Status|??]: In order for the action to be processed, the user calc must have a status of “In Production”. User calcs are published in IMUCA.
;[User Calc Type |??]:All workflow user calcs must have the type set to ‘Calculation’.
;[Action |EVENT_CODE]:Suggest prefixing all Open Enrollment workflow actions with OE.
;[Status|EVENT_STATUS]:The status must be set to “In Production” in order for [IMUC] to recognize the action.
;[Triggered in Product |PRODUCT_CODE]:This field should be set to WF_BEV since the email will fire when a new life event record is inserted in the [P2K_BE_EVENTS] table.
;[Action Directed To |EVENT_RECIPIENT_TYPE]:Since this is going to a specific person, typically the person in charge of the benefit elections, Specific Employment should be chosen. The specific person code will be later defined in [IMUC].
;[Type |EVENT_MEDIA]:The type can be email or message.
;[Email|MEDIA_NAME_LK]:If Email was specified for Type, the From email address must be specified. If Message was specified the Type, this field must be left blank.
\\
;[Step 2 – Define User Calc in IMUC|]
The second step requires a user calc to be created to send the email to the Administrator.
At line 29 added 6 lines
;[User Calc|USER_CALC_CODE]:It is suggested to prefix the user calc code with WF_OE to easily identify the workflow user calcs for Open Enrollment.
;[Description|DESCRIPTION]:Should state what the user calc is meant for.
;[Product|PRODUCT_CODE]: This field should be set to WF_BEV since the workflow action will fire when a new life event record is inserted in the [P2K_BE_EVENTS] table.
;[Status|USER_CALC_STATUS]: In order for the action to be processed, the user calc must have a status of “In Production”. User calcs are published in [IMUCA].
;[User Calc Type |USER_CALC_TYPE]:All workflow user calcs must have the type set to ‘Calculation’.
This page (revision-82) was last changed on 26-Nov-2021 10:22 by jaikenTop