Creating Custom Names for Insurance Schedule Versions

By default, schedule versions for insurance plans are automatically named Default Version, Version 1, Version 2, and so on. To create custom names for insurance schedule versions, follow these procedures:

  1. In AcuityLogic Admin, click Company, and select Company Setup.
  2. In the Company Information window, click the link for your company in the Company column.
  3. In the Additional Attributes section of the Company Information window, expand the Attributes menu.
  4. Select the Allow Custom Ins. Versions check box to activate the custom schedule version naming feature.

    By default, this option is not selected.

  1. In AcuityLogic Admin, click Master Data Admin, and select Insurance Categories.
  2. In the Insurance Categories window, click Custom Schedule Versions.
    This link is available only when the custom schedule version naming feature is activated. See To activate the custom schedule version naming feature.
  3. In the Custom Schedule Versions window, click Add New Version.
  4. In the new row at the top of the table, enter the following information:

    • Description: The custom schedule version name. The name can have up to 25 alphanumeric characters. Duplicate insurance schedule version names are not allowed.

    • View Order: The order in which the schedule version's name appears in drop-down lists. Names with low numbers appear above names with high numbers. Names with the same number appear together in alphabetical order. Names whose view order is 0 are not displayed in drop-down lists.

  5. Click Insert.

    The schedule version name is added to the following drop-down list in the AcuityLogic Admin> Insurance > Plan > Add Schedule dialog box:

    • When the custom schedule version naming feature is activated, the Schedule Versions list includes the custom schedule version names created for your company only. Selecting a name for a new schedule version is mandatory.
    • Schedule version names already used in a plan are not shown in the list when you create another schedule version for the same plan.
    • When the Allow Custom Ins. Versions attribute is not activated, the default logic for naming insurance schedule versions is used.
    • Custom names can be assigned only to schedules created after the custom naming feature is activated. They cannot be assigned to schedule versions created before the feature is activated. To assign custom names to schedule versions, you must create new schedule versions within existing plans.
  1. In AcuityLogic Admin, click Master Data Admin, and select Insurance Categories.
  2. In the Insurance Categories window, click Custom Schedule Versions.
  3. In the Custom Schedule Versions window, click the Edit link for the schedule version name you want to edit.
  4. Edit the description (schedule version name) and view order as necessary.
    • Schedule version names can be edited only when they are not currently assigned to an insurance plan.
    • If a schedule version name is currently assigned to an insurance plan, only its view order can be changed.
  5. Click the schedule name version's Update link.
  1. In AcuityLogic Admin, click Master Data Admin, and select Insurance Categories.
  2. In the Insurance Categories window, click Custom Schedule Versions.
  3. In the Custom Schedule Versions window, click the Delete icon () for the schedule version name you want to delete.
  4. In the confirmation message, click OK.

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