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Accounts

Table of Contents

• Overview
• Steps to Setup
• Stored Procedures
• Tables
• Web Pages

Overview

The Account (Indicator) Setup page allows Quality Managers (QM) to manually add Account No, Account Name and choose the Effective/Termination Dates. QM can also choose the status as Active/Inactive, or Delete the account.

What is an account? How is it setup in the application?

• An account contains information about the client, and when it will go into effect (account effective date).
• Accounts can be created in one of two ways:
  • Existing accounts can be dropped from Cigna's internal data system "SOBI"
  • New accounts can be manually added in the Accounts Setup page.
• Stored procedure smart.p11_Load_DropSample is ran to translate columns from SOBI, so the data is aligned correctly and can be called from smart.p11_IntakeForm table.
• Indicators are used to filter accounts to assigned teams.
• Sample rules are used to identify which Inspection Type and Teams they belong to.

Account Setup gets used in the Intake Form.

• See Intake Form, "Search Account by Number or Name and select Account" Section

Steps to Setup

1. Select an Indicator from drop down
2. Select an account from drop down or search in text box
3. Click "Add Account" button to add a new account
4. Click "Edit" button an account's No, Name, Dates, Status.

Stored Procedures

• [smart].p11_Get_Indicator
  • Options: Select, SelectAccounts

Tables

• [smart].[p11_Master_AccountList]

Web Pages

• p11_Setup_Indicator.aspx