New Features & Forms in Version 18.3

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Custom Fields

Why we added this feature: To enable Encompass Product & Pricing Service (EPPS) clients to use additional fields in Encompass for pricing and eligibility in EPPS.

To enable EPPS Client administrators (EPPS Client admins) to import additional Encompass fields (located in the Lock Request Additional Field setting) into EPPS and condition Rules on the values in these fields, a new Custom Fields tab has been added under Admin.

The Custom Fields tab is only available to EPPS Client admins with the Manage Custom Fields manager right enabled.

On the Custom Fields Versions page, the Actions column displays the available actions for each custom field definition.

  • Edit – Opens a Test or current Production version of the custom field definition in edit mode.
  • Promote – Enables you to promote a Test version of the custom field definition.
  • Delete – Enables you to delete a Test version of the custom field definition.

You cannot delete a Production version of the custom field definition.

  • Expire – Enables you to expire the current active Production version of the custom field definition.
  • View – Opens a historical Production version of the custom field definition in read-only mode.

Detailed Procedures

ClosedTo Create Custom Field Definitions

  1. Log into EPPS as a Client Admin.

  2. Click on the Admin tab, and then click on the Custom Fields tab.

  3. Click on the Import Custom Field Definitions button. The fields entered on the Lock Request Form tab of the Encompass Lock Request Additional Fields setting are imported into the Custom Field Definitions page.

  1. In the required Effective Date field, enter the date and time when the custom field definition will become active in EPPS.

    • The Effective Date cannot be blank.

    • The Effective Date cannot be identical to the Effective Date of any existing Production or Test version.

  1. In the optional Expiration Date field, enter the date and time when the custom field definition will expire in EPPS.
    • The Expiration Date cannot be equal or prior to the Effective Date.
    • The Expiration Date cannot be identical to the Expiration Date of any existing Production or Test version.
  1. Click Save to save your changes.

ClosedTo Promote Custom Field Definitions

  1. Log into EPPS as a Client Admin.
  2. Click on the Admin tab, and then click on the Custom Fields tab.
  3. Locate the custom field definition you want to promote on the Custom Fields Versions page.

You can only promote Test versions.

  1. Click on Promote in the Actions column.
  1. When prompted, click OK to promote the Test version to a Production version.
    • If the Effective Date is blank, a message requiring a valid Effective Date is displayed.
    • If the Effective Date is prior to the current date and time, a message stating the effective date and time cannot be prior to the current date and time is displayed.
    • All Rules are scanned to identify references to custom fields not included in the promoted Custom Field Definition. A message stating there are Rules referencing custom fields not in the current Production version of the Custom Field Definition is displayed and a list of those Rules are provided.

ClosedTo Edit Custom Field Definitions

  1. Log into EPPS as a Client Admin.
  2. Click on the Admin tab, and then click on the Custom Fields tab.
  3. Locate the custom field definition you want to edit on the Custom Fields Versions page.
  4. Click on Edit in the Actions column.
    • In Test versions, the Effective Date and Expiration Date can be edited.
    • In Production versions, only the Expiration Date can be edited.
    • The Effective Date cannot be blank.
    • The Effective Date cannot be identical to the Effective Date of any existing Production or Test version.
    • The Expiration Date cannot be equal or prior to the Effective Date.
    • The Expiration Date cannot be identical to the Expiration Date of any existing Production or Test version.
  1. Click Save to save your changes.

ClosedTo Delete Custom Field Definitions

  1. Log into EPPS as a Client Admin.
  2. Click on the Admin tab, and then click on the Custom Fields tab.
  3. Locate the custom field definition you want to delete on the Custom Fields Versions page.

You can only delete Test versions.

  1. Click on Delete in the Actions column.
  2. When prompted, click OK  to delete the Test version.

ClosedTo Expire Custom Field Definitions

  1. Log into EPPS as a Client Admin.
  2. Click on the Admin tab, and then click on the Custom Fields tab.
  3. Locate the custom field definition you want to expire on the Custom Fields Versions page.

You can only expire the current active Production versions with no Expiration Date or an Expiration Date in the future.

  1. Click on Expire in the Actions column.
  2. When prompted, click OK to expire the current active Production version. The custom fields are no longer applied to qualifications.

ClosedTo View Custom Field Definitions

  1. Log into EPPS as a Client Admin.
  2. Click on the Admin tab, and then click on the Custom Fields tab.
  3. Locate the custom field definition you want to view on the Custom Fields Versions page.

You can only view historical Production versions in read-only mode.

  1. Click on View in the Actions column.
EPPS-15423

To enable EPPS Client admins to control which users have access to the new Custom Fields tab under Admin, a new Manage Custom Fields manager right has been added to the Update User page.

The Manage Custom Fields manager right must be selected in a user’s profile for that user to see and access the Custom Fields tab.

To Access the Update User Page:

  1. Log into EPPS as a Client Admin.
  2. Click on the Admin tab, and then click on the Company tab.
  3. Select the Client under which the user’s office is located.
  1. Select the office under which the user is located, and then click edit in the Action column.
  2. From the list of users, click Edit in the Action column next to the user you want to edit.
EPPS-18512

To provide EPPS Client Admins with more options when creating Rules, the “Custom Field” condition has been added to the Rule Manager.

To Access the Rule Manager:

Log into EPPS as a Client Admin.

Click on the Admin tab, and then click on the Rule Manager tab.

EPPS-16627

 

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