Modify Subagency (Agency)
SAGY_PROP_AGY
The Modify Subagency (Agency) function is used by the administrator to change information pertaining to a subagency already existing in the database. This function allows the administrator to modify subagency application functions.
To modify a subagency, click the Modify subagency (agency) option from the Subagencies drop-down menu. A list of all subagencies previously added to the database is displayed in the Functionality area of the screen. Highlight the appropriate subagency by clicking it with your mouse, and then click the Next button to continue. (Refer to Section 5.1.1 – Select Subagency for the “select a subagency” process.) However, if a subagency was previously selected, the information for that particular subagency will be displayed in place of the list of available subagencies. Note: The identifier is displayed in grayed text (“grayed-out”) and cannot be altered. Identifiers are referred to as primary keys and are used as search criteria.
Make any desired changes to the current information, and click the Next button to continue. The Point-of-Contact (POC) Information screen is displayed and populated with any previously added information. These fields are not mandatory, but may provide future help for an administrator regarding a subagency. Note the State field defaults to the first state in the drop-down list.
Make any desired changes to the current POC information, and click the Next button to continue. The Select Action Subagency Application screen is displayed and populated with the previous subagency application function information. This screen is used by the administrator to select the version of the business rules to be used by the subagency. The Configuration Parameters menu option also allows specific application configuration parameters (ACPs) to be assigned to the subagency.
The Select Action Subagency Application screen consists of two sections: Actions and Applications. The administrator is provided with a list of available Actions, and entries for each Application related to the selected subagency. The administrator may select only one option from each list.
Actions
The Actions feature allows the administrator to select the version of the business rules, and rules groups to be used by each subagency. It also allows specific ACPs to be assigned to a subagency.
Applications
The administrator selects the Application to apply the business rules and configuration parameters to for a particular subagency by clicking the radio button located to the left of the application ID field.
The Business rules option is selected by the administrator and the Omnixx Console is the application of choice governed by the Agency Rules group defaults. Make any desired changes (if any) to the current Subagency Action information, and click the Next button to continue. The Subagency Application Business Rules screen is displayed.
The administrator may select from Available Rules Versions. The Rules Version include two groups: Global or Agency. By deselecting the Default Rules Group check box, the user may click one of the two Rules Group options. Clicking the Default Rules Group check box ensures the Rules Group selected will be the default rules group used by all users within the subagency, unless otherwise specified by the system administrator.
Agency
The Agency rules group is default business rules parameters specific to a particular agency. These parameters are set by an agency’s system administrator, and only at this level can these defaults be changed for a subagency.
Global
The Global rules group is default business rules parameters configured for the entire agency and subagency network. These parameters are set by Datamaxx Applied Technology, Inc. personnel only.
Once the business rules group is selected, click the Next button to return to the Select Action Subagency Application screen. If no further actions are required, the administrator may click Done, then the Next button to continue.
If the administrator selects the Configuration parameters option, the Subagency ACP screen is displayed consisting of two sections: Actions and Parameters. The administrator is provided with a list of available actions, and a list of parameters related to the selected subagency. The administrator may select only one option from each list.
Actions
The Actions feature allows the administrator to select the action to apply to the subagency. It also permits specific ACPs to be assigned to a particular subagency.
Parameters
The administrator selects a Parameter from the list to modify a particular subagency by clicking the radio button located to the left of the parameter ID field.
If the administrator selects the Modify Parameter option for a configuration parameter, the ACP for a particular subagency is displayed with a description of the default value. This default may be overridden by the administrator and a new value entered for the parameter. To override the default, click the Override for Subagency check box and enter the default value in the field below.
By clicking the Next button, the user is returned to the Select Action Subagency ACP screen. If no other parameter modifications are required, the user may click Done, then the Next button to return to the Select Action Subagency Application screen.
If no further actions are required, the administrator may click Done, then the Next button to display the Add Subagency Complete message. Click the OK button to continue.
After successfully adding a new subagency to the database note that the administrator is returned to the Omnixx Console Main Menu screen, and the subagency just added to the database appears in the Subagency field.