Creating action configurations and entrance and exit rules

Use this procedure to configure delivered actions. You can assign a new name, add entrance and exit rules, and add required fields.

  1. Select Configuration Console > Configuration > Create.
  2. On the Configuration tab, in the Configure and Add Actions section, click Create Action Configuration.
  3. On the General tab, specify this information:
    Business Class
    Select a business class.
    Action
    Select an action.
  4. To override the default label for the action, on the General tab, select the Override Default Action Label check box and specify a name for the label.
  5. To add required fields, click the Required tab and select the check boxes for Effective Date Required, Reason Code Required, or Action Comment Required.
  6. To add entrance rules, click the Entrance Rules tab and add the LPL for the entrance rules.
  7. To add exit rules, click the Exit Rules tab and add the LPL for the exit rules.
  8. Click Submit.