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 26 changed 4 lines
;Step 2 – Define UserCalc in IMUC:
The second step requires a UserCalc to be created to send the email to the Administrator.
;[User Calc|USER_CALC_CODE]:It is suggested to prefix the UserCalc code with WF_OE to easily identify the workflow UserCalcs for Open Enrollment.
;[Description|DESCRIPTION]:Should state what the UserCalc is meant for.
;Step 2 – Define User Calc in IMUC:
The second step requires a user calc to be created to send the email to the Administrator.
;[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.
At line 31 changed 2 lines
;[Status|USER_CALC_STATUS]: In order for the action to be processed, the UserCalc must have a status of “In Production”. UserCalcs are published in [IMUCA].
;[User Calc Type |USER_CALC_TYPE]:All workflow UserCalcs must have the type set to ‘Calculation’.
;[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’.
At line 44 changed one line
*Line 99999: This line will indicate the end of the UserCalc.
*Line 99999: This line will indicate the end of the usercalc.
At line 57 changed one line
;[Message|MEDIA_NAME]:If Email was specified for Type, the From email address must be specified. If Message was specified the field must be left blank.
;[Message|MEDIA_NAME]:If Email was specified for Type, the From email address must be specified. If Message was specified the field must be left blank
At line 60 changed 3 lines
The second step requires a UserCalc to be created to send the email to the Administrator.
;[User Calc|USER_CALC_CODE]: It is suggested to prefix the UserCalc code with WF_OE to easily identify the workflow UserCalcs for Open Enrollment. For example, WF_OE_PROOF_REQ.
;[Description|DESCRIPTION]: This field should state what the UserCalc is meant for
The second step requires a user calc to be created to send the email to the Administrator.
;[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. For example, WF_OE_PROOF_REQ.
;[Description|DESCRIPTION]: This field should state what the user calc is meant for
At line 64 changed 2 lines
;[Status |USER_CALC_STATUS]: In order for the action to be processed the UserCalc must be published in [IMUCA]
;[User Calc Type|USER_CALC_TYPE]: All workflow UserCalcs must have a type of 'Calculation'.
;[Status |USER_CALC_STATUS]: In order for the action to be processed the user calc must be published in [IMUCA]
;[User Calc Type|USER_CALC_TYPE]: All workflow user calcs must have a type of Calculation
At line 77 changed one line
*Line 99999: This line will indicate the end of the UserCalc.
*Line 99999: This line will indicate the end of the usercalc.
At line 84 changed one line
;[Status |EVENT_STATUS]:This field must be set to 'In Production' in order for the action to be picked up in [IMUC]
;[Status |EVENT_STATUS]:This field must be set to In Production in order for the action to be picked up in [IMUC]
At line 90 changed 3 lines
;Step 2 – Define UserCalc in IMUC:
;[User Calc|USER_CALC_CODE]: It is suggested that the UserCalc code should prefixed with WF_OE to easily identify the workflow UserCalcs for Open Enrollment. For this example, it may called [WF_OE_NEW_PERIOD].
;[Description |DESCRIPTION]: This field should state what the UserCalc is meant for.
;Step 2 – Define User Calc in IMUC:
;[User Calc|USER_CALC_CODE]: It is suggested that the user calc code should prefixed with WF_OE to easily identify the workflow user calcs for Open Enrollment. For this example, it may called WF_OE_NEW_PERIOD.
;[Description |DESCRIPTION]: This field should state what the user calc is meant for.
At line 94 changed 2 lines
;[Status|USER_CALC_STATUS]: In order for the action to be processed, the UserCalc must be published in [IMUCA].
;[User Calc Type|USER_CALC_TYPE]: All workflow UserCalcs must have a type of 'Calculation'.
;[Status|USER_CALC_STATUS]: In order for the action to be processed, the user calc must be published in [IMUCA].
;[User Calc Type|USER_CALC_TYPE]: All workflow user calcs must have a type of Calculation.
At line 103 changed one line
*Line 10 : This line checks to see if an insert into the table has been done, if so proceed with the rest of the UserCalc if not exit.
*Line 10 : This line checks to see if an insert into the table has been done, if so proceed with the rest of the user calc if not exit.
At line 119 changed one line
;[User Calc|USER_CALC_CODE]: It is suggested that the UserCalc code should prefixed with WF_OE to easily identify the workflow UserCalcs for Open Enrollment. For this example WF_OE_EMAIL_SUB is used.
;[User Calc|USER_CALC_CODE]: It is suggested that the user calc code should prefixed with WF_OE to easily identify the workflow user calcs for Open Enrollment. For this example WF_OE_EMAIL_SUB is used.
At line 122 changed 2 lines
;[Status |USER_CALC_STATUS]: In order for the action to be processed the UserCalc must be published in [IMUCA].
;[User Calc Type|USER_CALC_TYPE]:All workflow UserCalcs must have a type of 'Calculation'.
;[Status |USER_CALC_STATUS]: In order for the action to be processed the user calc must be published in [IMUCA].
;[User Calc Type|USER_CALC_TYPE]:All workflow user calcs must have a type of Calculation.
At line 126 changed one line
There are two variables required for this workflow UserCalc.
There are two variables required for this work flow user calc.
At line 172 changed 3 lines
__Step 3 – Define User Calc in IMUC__
;[User Calc|USER_CALC_CODE]:It is suggested that the user calc code should prefixed with WF_OE to easily identify the workflow UserCalcs for Open Enrollment. For this example WF_OE_APR/NAPR is used.
;[Description |DESCRIPTION]: This field should state what the UserCalc is meant for.
;Step 3: – Define User Calc in IMUC:
;[User Calc|USER_CALC_CODE]:It is suggested that the user calc code should prefixed with WF_OE to easily identify the workflow user calcs for Open Enrollment. For this example WF_OE_APR/NAPR is used.
;[Description |DESCRIPTION]: This field should state what the user calc is meant for.
At line 176 changed 2 lines
;[Status |USER_CALC_STATUS]: In order for the action to be processed, the UserCalc must be published in [IMUCA].
;[User Calc Type |USER_CALC_TYPE]: All workflow UserCalcs must have a type of 'Calculation'.
;[Status |USER_CALC_STATUS]: In order for the action to be processed, the user calc must be published in [IMUCA].
;[User Calc Type |USER_CALC_TYPE]: All workflow user calcs must have a type of Calculation.
At line 180 changed one line
There are two variables required for this workflow UserCalc.
There are two variables required for this work flow user calc.
At line 222 changed 2 lines
;[User Calc|USER_CALC_CODE]: It is suggested that the UserCalc code should prefixed with WF_OE to easily identify the workflow UserCalcs for Open Enrollment. For this example, it may called WF_OE_MARRIAGE.
;[Description |DESCRIPTION]: This field should state what the UserCalc is meant for.
;[User Calc|USER_CALC_CODE]: It is suggested that the user calc code should prefixed with WF_OE to easily identify the workflow user calcs for Open Enrollment. For this example, it may called WF_OE_MARRIAGE.
;[Description |DESCRIPTION]: This field should state what the user calc is meant for.
At line 225 changed 2 lines
;[Status|USER_CALC_STATUS]: In order for the action to be processed, the UserCalc must be published in [IMUCA].
;[User Calc Type|USER_CALC_TYPE]: All workflow UserCalcs must have a type of 'Calculation'.
;[Status|USER_CALC_STATUS]: In order for the action to be processed, the user calc must be published in [IMUCA].
;[User Calc Type|USER_CALC_TYPE]: All workflow user calcs must have a type of Calculation.
At line 237 changed 2 lines
*Line 30:This line calls the workflow action, CREATE MAR OE, that was defined in step 1 in [IMWA] which will cause an open enrollment for the marriage life event to be created.
*Line 99999: This will end the UserCalc.
*Line 30:This line calls the work flow action, CREATE MAR OE, that was defined in step 1 in [IMWA] which will cause an open enrollment for the marriage life event to be created.
*Line 99999: This will end the user calc.
At line 240 changed one line
!Scenario 2 – An New Employee is Entered in Personality
!Scenario 2 – An New Employee is Entered in [{$applicationname}]
At line 243 changed one line
;[Status|EVENT_STATUS]:This field must set to 'In Production' in order for the action to be picked up in [IMUC].
;[Status|EVENT_STATUS]:This field must set to In Production in order for the action to be picked up in [IMUC].
At line 249 changed 3 lines
__Step 2 – Define User Calc in IMUC__
;[User Calc|USER_CALC_CODE]: It is suggested that the UserCalc code should prefixed with WF_OE to easily identify the workflow UserCalcs for Open Enrollment. For this example, it may called WF_OE_NEWHIRE.
;[Description |DESCRIPTION]: This field should state what the UserCalc is meant for.
__Step 2: – Define User Calc in IMUC__
;[User Calc|USER_CALC_CODE]: It is suggested that the user calc code should prefixed with WF_OE to easily identify the workflow user calcs for Open Enrollment. For this example, it may called WF_OE_NEWHIRE.
;[Description |DESCRIPTION]: This field should state what the user calc is meant for.
At line 253 changed 2 lines
;[Status|USER_CALC_STATUS]: In order for the action to be processed, the UserCalc must be published in [IMUCA].
;[User Calc Type|USER_CALC_TYPE]: All workflow UserCalcs must have a type of 'Calculation'.
;[Status|USER_CALC_STATUS]: In order for the action to be processed, the user calc must be published in [IMUCA].
;[User Calc Type|USER_CALC_TYPE]: All workflow user calcs must have a type of Calculation.
At line 272 changed one line
__Step 1 - Define Workflow Action in IMWA__
__Step 1: Define Workflow Action in IMWA__
At line 280 changed 3 lines
__Step 2 – Define User Calc in IMUC__
;[User Calc|USER_CALC_CODE]: It is suggested to prefix the UserCalc code with WF_OE to easily identify the workflow UserCalcs for Open Enrollment. For example, WF_OE_STUD_2_OLD.
;[Description|DESCRIPTION]: This field should state what the UserCalc is meant for
__Step 2: – Define User Calc in IMUC__
;[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. For example, WF_OE_STUD_2_OLD.
;[Description|DESCRIPTION]: This field should state what the user calc is meant for
At line 284 changed 2 lines
;[Status |USER_CALC_STATUS]: In order for the action to be processed the UserCalc must be published in [IMUCA]
;[User Calc Type|USER_CALC_TYPE]: All workflow UserCalcs must have a type of 'Calculation'.
;[Status |USER_CALC_STATUS]: In order for the action to be processed the user calc must be published in [IMUCA]
;[User Calc Type|USER_CALC_TYPE]: All workflow user calcs must have a type of Calculation
At line 290 changed one line
|10|ACT|AC|OE STUDENT 2 OLD| LOG|$S|AS-OF-DATE|RT|42032|99999| |<<EID.FIRST_NAME>> <<EID.LAST_NAME>> student child recipient, <<ECT.FIRST_NAME>> <<ECT.LAST_NAME>> , is turning 25 next month. The student will surpass the maximum student age defined for the benefit.
|10|ACT|AC|OE STUDENT 2 OLD| LOG|$S|AS-OF-DATE|RT|42032|99999| |<<EID.FIRST_NAME>> <<EID.LAST_NAME>> student child recipient, <<ECT.FIRST_NAME>> <<ECT.LAST_NAME>> , is turning 25 next month. The Student will surpass the maximum student age defined for the benefit
At line 295 changed 2 lines
__Step 3 - Define Where Clause in IMWC or IMDAO__
Where Clauses are used in Personality to conditionally select data from a table. In the case of Pro Active WorkFlow, they are created to help the system filter data based on the specified criteria. This is done so that the [UserCalcs|USERCALC] do not have to be created with the conditions defined which helps ease the amount of work required by the back end processes. As a result, by the time the [UserCalc|USERCALC] is called the data has already been filtered down to the appropriate records.
__Step 3: Define Where Clause in IMWC or IMDAO__
Where Clauses are used in [{$applicationname}] to conditionally select data from a table. In the case of Pro Active Work Flow, they are created to help the system filter data based on the specified criteria. This is done so that the [user calcs|USERCALC] do not have to be created with the conditions defined which helps ease the amount of work required by the back end processes. As a result, by the time the [user calc|USERCALC] is called the data has already been filtered down to the appropriate records.
At line 305 changed 2 lines
;[Where Clause|WHERE_CLAUSE_CODE]:This field holds the name of the UserCalc. For this example, OE_STUDENT_2_OLD will be used.
;[Usage|WHERE_CLAUSE_USAGE]:The usage of the where clause is stated here. For this example, 'User Defined' must be selected.
;[Where Clause|WHERE_CLAUSE_CODE]:This field holds the name of the user calc. For this example, OE_STUDENT_2_OLD will be used.
;[Usage|WHERE_CLAUSE_USAGE]:The usage of the where clause is stated here. For this example, User Defined must be selected.
At line 315 changed 2 lines
__Step 4 - Run UMPWF to Start the Pro-active Workflow__
The [UMPWF] function must be run to start the pro-active workflow. The idea behind the [UMPWF] is that the pro active workflow UserCalcs can be scheduled to run on a regular basis.
__Step 4: Run UMPWF to Start the Pro-active Workflow__
The [UMPWF] function must be run to start the pro-active work flow. The idea behind the [UMPWF] is that the pro active work flow user calculations can be scheduled to run on a regular basis.
At line 320 changed one line
|UserCalc Code|WF_OE_STUD_2_OLD
|User Calc Code|WF_OE_STUD_2_OLD
At line 324 changed one line
__Step 1 - Define Workflow Action in IMWA__
__Step 1: Define Workflow Action in IMWA__
At line 332 changed 3 lines
__Step 2 – Define User Calc in IMUC__
;[User Calc|USER_CALC_CODE]: It is suggested to prefix the UserCalc code with WF_OE to easily identify the workflow UserCalcs for Open Enrollment. For example, WF_OE_CHD_2_OLD.
;[Description|DESCRIPTION]: This field should state what the UserCalc is meant for
__Step 2: – Define User Calc in IMUC__
;[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. For example, WF_OE_CHD_2_OLD.
;[Description|DESCRIPTION]: This field should state what the user calc is meant for
At line 336 changed 2 lines
;[Status |USER_CALC_STATUS]: In order for the action to be processed the UserCalc must be published in [IMUCA]
;[User Calc Type|USER_CALC_TYPE]: All workflow UserCalcs must have a type of 'Calculation'.
;[Status |USER_CALC_STATUS]: In order for the action to be processed the user calc must be published in [IMUCA]
;[User Calc Type|USER_CALC_TYPE]: All workflow user calcs must have a type of Calculation
At line 345 changed one line
*Line 10: This line calls the workflow action defined in [IMWA] (OE STUDENT 2 OLD) during the first step and will send an email to person code 42032.
Line 10: This line calls the workflow action defined in [IMWA] (OE STUDENT 2 OLD) during the first step and will send an email to person code 42032.
At line 347 changed 2 lines
__Step 3 - Define Where Clause in IMWC__
Where Clauses are used in Personality to conditionally select data from a table. In the case of Pro Active workflow, they are created to help the system filter data based on the specified criteria. This is done so that the UserCalcs do not have to be created with the conditions defined which helps ease the amount of work required by the backend processes. As a result, by the time the UserCalc is called the data has already been filtered down to the appropriate records.
__Step 3: Define Where Clause in IMWC__
Where Clauses are used in [{$applicationname}] to conditionally select data from a table. In the case of Pro Active Work Flow, they are created to help the system filter data based on the specified criteria. This is done so that the user calcs do not have to be created with the conditions defined which helps ease the amount of work required by the backend processes. As a result, by the time the user calc is called the data has already been filtered down to the appropriate records.
At line 361 changed one line
;[Where Clause|WHERE_CLAUSE_CODE]:This field holds the name of the UserCalc. For this example, OE_CHILD_2_OLD will be used.
;[Where Clause|WHERE_CLAUSE_CODE]:This field holds the name of the user calc. For this example, OE_CHILD_2_OLD will be used.
At line 370 changed 2 lines
__Step 4 - Run UMPWF to Start the Pro-active Workflow__
The [UMPWF] function must be run to start the pro-active workflow. The idea behind the [UMPWF] is that the pro active workflow UserCalcs can be scheduled to run on a regular basis.
__Step 4: Run UMPWF to Start the Pro-active Workflow__
The [UMPWF] function must be run to start the pro-active work flow. The idea behind the [UMPWF] is that the pro active work flow user calculations can be scheduled to run on a regular basis.
At line 375 changed one line
|UserCalc Code|WF_OE_CHD_2_OLD
|User Calc Code|WF_OE_CHD_2_OLD
At line 382 changed one line
__Step 1 - Define Workflow Action in IMWA__
__Step 1: Define Workflow Action in IMWA__
At line 390 changed 3 lines
__Step 2 – Define User Calc in IMUC__
;[User Calc|USER_CALC_CODE]: It is suggested to prefix the UserCalc code with WF_OE to easily identify the workflow UserCalcs for Open Enrollment. For example, WF_OE_REMINDER.
;[Description|DESCRIPTION]: This field should state what the UserCalc is meant for
__Step 2: – Define User Calc in IMUC__
;[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. For example, WF_OE_REMINDER.
;[Description|DESCRIPTION]: This field should state what the user calc is meant for
At line 394 changed 2 lines
;[Status |USER_CALC_STATUS]: In order for the action to be processed the UserCalc must be published in [IMUCA]
;[User Calc Type|USER_CALC_TYPE]: All workflow UserCalcs must have a type of 'Calculation'.
;[Status |USER_CALC_STATUS]: In order for the action to be processed the user calc must be published in [IMUCA]
;[User Calc Type|USER_CALC_TYPE]: All workflow user calcs must have a type of Calculation
At line 405 changed 2 lines
__Step 3 - Define Where Clause in IMWC__
Where Clauses are used in Personality to conditionally select data from a table. In the case of Pro Active workflow, they are created to help the system filter data based on the specified criteria. This is done so that the UserCalcs do not have to be created with the conditions defined which helps ease the amount of work required by the backend processes. As a result, by the time the UserCalc is called the data has already been filtered down to the appropriate records.
__Step 3: Define Where Clause in IMWC__
Where Clauses are used in [{$applicationname}] to conditionally select data from a table. In the case of Pro Active Work Flow, they are created to help the system filter data based on the specified criteria. This is done so that the user calcs do not have to be created with the conditions defined which helps ease the amount of work required by the backend processes. As a result, by the time the user calc is called the data has already been filtered down to the appropriate records.
At line 410 changed one line
The where clause would filter through the open enrollment periods to locate those that are 'open' and whose close date is one week away from the as of date. The system will then filter through the open enrollment to locate employee open enrollments which are 'open' meaning they have not been submitted yet.
The where clause would filter through the open enrollment periods to locate those that are Open and whose close date is 1 week away from the as of date. The system will then filter through the open enrollment to locate employee open enrollments which are 'open' meaning they have not been submitted yet.
At line 413 changed one line
;[Where Clause|WHERE_CLAUSE_CODE]:This field holds the name of the UserCalc. For this example, OE REMINDER will be used.
;[Where Clause|WHERE_CLAUSE_CODE]:This field holds the name of the user calc. For this example, OE REMINDER will be used.
At line 422 changed 2 lines
__Step 4 - Run UMPWF to Start the Pro-active Workflow__
The [UMPWF] function must be run to start the pro-active workflow. The idea behind the [UMPWF] is that the pro active workflow user calculations can be scheduled to run on a regular basis.
__Step 4: Run UMPWF to Start the Pro-active Workflow__
The [UMPWF] function must be run to start the pro-active work flow. The idea behind the [UMPWF] is that the pro active work flow user calculations can be scheduled to run on a regular basis.
At line 427 changed one line
|UserCalc Code|WF_OE_REMINDER
|User Calc Code|WF_OE_REMINDER
This page (revision-82) was last changed on 26-Nov-2021 10:22 by jaikenTop