Custom Program Versions

Use the Custom Program Versions page to view all of the custom programs, Test and Production. The page also displays the profile, effective date, last change date, and managing user for each version of a custom program.

To access the custom Program Versions page, click on the versions or Program field link on the Maintain custom Programs page. On the Custom Program Versions page, the following Actions are available:

  • Edit - Enables you to edit a version of the custom program (test or production).

We do not recommend you edit the Production version of a custom program, for historical purposes. We recommend creating a new custom program using Copy or Clone.

  • The Custom Program Definition page includes the fields defined in the Custom Program Wizard.
  • Copy - Creates a copy of the custom program. You can change any parameter, but if you are making an exact copy, only the effective date needs to be modified. Clicking Save will save the copied custom program.
  • Clone - Creates a new custom program based on the selected version and its parameters. All parameters of the custom program, custom program version, and custom program definition are cloned with the exception of effective date and notes.
  • Promote - Enables you to promote your custom programs to production.

We recommend you test all custom programs through qualification to confirm the program fires and prices as expected. The best approach is to promote the program you want to test and then create a rule via the Rule Manager to "Disqualify the Program if not in the Admin Office". You can then test the program and confirm it works as designed.

  • A custom program is identified as “Production VIEW ONLY” in red next to the Profile field (under Effective Date).

  • Promote is only available to programs in Test (not Production).

  • By selecting promote, the effective date for the program is overridden, and then the program is moved from Test to Production.

  • If another version of the custom program is currently in Production, the promoted program becomes the active program and the version previously in Production is disabled.

  • Effective dates for promotion of custom programs are key to historical pricing.

  • Delete - Delete is only available for custom programs in Test. Production versions cannot be deleted for historical purposes.
  • Deleted checkbox - Displays all deleted custom programs stored for historical purposes.