Plan Service Attributes

Plan Service Attributes screen is used to define attributes for a plan contract wise.

To define Plan Service Attributes:

1. On the System Administration module, click Partner Management, and then click Plan Service Attributes.

2. In the Partner Code box, type the partner code. You can also click to browse for a partner code. You can search a partner based on partner code and company name. Click Search to retrieve the results. Click on the partner link to view more details in the main window.

3. In the Plan drop-down, select the plan for which you want to define the attributes.

4. The list of services and service groups available in the plan appear in Service Details panel.

5. In Service Details panel, type the attributes in provided fields.

6. Click to define another attribute.

7. Click Save to save the defined attributes.