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The following table summarizes the actions that you can take on an insurance document. The current document state and the permissions in your security role determine which actions are available to you at any given moment.
While in Edit Mode, Proliance displays at the top of the page the workflow action recommended by the sender of the document. You can use the "Workflow" button to change or select an action if none was recommended. For more information, see "Performing a Workflow Action".
The required fields are marked with asterisks and may also be highlighted. For more information, see "About Required Fields".
| From an insurance document, you can… | Preconditions | New state |
|---|---|---|
|
Submit a new insurance policy for approval and activation |
(none) |
Pending Activation |
|
Activate Activate the new insurance policy |
(none) |
Active |
|
Deactivate Deactivate the current insurance policy |
(none) |
Inactive |
|
Submit for Reactivation Resubmit a deactivated insurance document for approval and activation |
Insurance document must already be in the Inactive state |
Pending Activation |