Required Field Designation

Certain pieces of data are required when adding a record in Epic. The Configurable Required Fields feature allows users with the appropriate security to define additional fields as being required.

There are two different field priorities:

• Required: The field must be filled out before the workflow can continue. Required fields are outlined in red.
• Desired: The field is not required in order to continue, but special attention should be paid to it. Desired fields are outlined in yellow.

To give a field one of these designations, access the appropriate screen and click your cursor in the field in question. Do one of the following:

• Click Edit, Required or Edit, Desired on the menubar.
• Right click in the field and select Required or Desired.
• Press the appropriate hot key combination:
• • Required: [Ctrl]+[Shift]+R
  • Desired: [Ctrl]+[Shift]+D

If you define a field as required/desired on certain policy and line tabs, a Select Types of Business pop-up window displays.

If the desired change should apply to all types of business, click the Select All link and click OK. To remove all of the check marks, click Deselect All.

If the change is to be applied only to specific types of business, select the appropriate checkboxes and click OK.

To remove a field designation, follow the same steps as when adding one.

The requirement level takes effect for each user the next time he or she logs in.