Additional Parties Description Configuration

The Involvement field available when you add an Additional Party to a claim helps to identify the Additional Party's role/relationship. In this area, you can determine whether a standardized list of descriptions should be used for the Involvement field and which descriptions are available in the list if a standardized list is used.

1. From the Home screen, do one of the following:
    
   • Click Configure on the navigation panel.
   • Click Areas > Configure on the menubar.
   • Click the down arrow next to Home on the options bar and select Configure.

From any other area of the program, do one of the following:

2. • Click the down arrow to the right of the Home options bar button and select Configure.
   • Click Home > Configure on the menubar. The Configure screen displays

2. Click Policy on the navigation panel or Areas > Policy on the menubar.
3. Click Additional Parties Descriptions on the navigation panel.
4. The Involvement field is selected by default. Click the Edit button .
5. In the Enable/Disable section, choose the appropriate radio button:
    
   • Disable field validation: Allows freeform text entry in the Involvement field.
   • Enable field validation: Forces your agency's users to select an Involvement option from a dropdown menu.
6. You can do the following to modify the descriptions available in the Involvement dropdown list:
    
   • Add a Description
     1. Do one of the following:
        • Click the Add button to the left of the list.
        • With focus on the Detail list, press [Insert] on your keyboard.
     2. In the Add/Edit Descriptions pop-up window, enter a Description.
     1. If you have more than one language available, the Description you enter populates for every language.
     2. To change the Description that will display in a different language, select the Language from the list or the dropdown menu and enter a Description.
     3. The Update matching descriptions in other languages option defaults as checked or unchecked based on your previous selection for it. The option cannot be changed during this workflow.
     3. Click Finish or press [Enter] to complete the record.
        
        Click Add to add this record and create another one.
        
        Click Cancel or press [Esc] to exit the workflow without saving changes.
   • Edit a Description
     1. Click to highlight the description in the list and then do one of the following:
        • Click the Edit button to the left of the list.
        • Double click the description.
        • Press [Enter].
     2. In the Add/Edit Descriptions pop-up window, update the description.
        
        To revise the Description for all languages, edit the value in the Description field.
        
        To revise the description for individual languages, do the following:
     1. Deselect the Update descriptions in other languages checkbox.
     2. Select the language you want to edit.
     3. Edit the value in the Description field for the selected language.
     3. Click Finish or press [Enter] to complete the record.
        
        Click Cancel or press [Esc] to exit the workflow without saving changes.
   • Delete a Description
     1. Click to highlight the description in the list.
     2. Do one of the following:
        • Click the Delete button to the left of the list.
        • Click File > Delete on the menubar.
        • Press [Delete] on your keyboard.
     3. You are prompted, "Do you wish to delete this record?" Click Yes.
   • Print the List of Descriptions
     1. To print the list of the descriptions, do one of the following:
        • Click the Print button to the left of the list.
        • Click Print > Listview on the options bar.
        • Click File > Print > Listview on the menubar.
     2. Print this list as you would any other document.
7. Click Finish when your changes are complete.
   
   Click Cancel to exit the workflow without saving your changes. You are prompted, "Do you wish to discard changes?" Click Yes.