Terminate HP Policies
Revision as of 17:21, 24 May 2021 by Sysadmin (talk | contribs) (Sysadmin moved page Terminate HC Policies to Terminate HP Policies)
Overview of HP824
The Terminate HP Policies process searches for policies with an end date on or before the date you enter on the parameters screen. The report can run in preview mode (no changes are made to policies) or in update mode (policies are updated with a terminated date). The report output lists information such as the policy number, owner name, policy status before termination, and the end date. To run this process:
- From the DDI-Connect main menu, double-click Health Policy
- Double-click Processing
- Double-click 824 - Terminate HP Policies. The parameters screen will launch:
The following fields are available on this screen:
| Field | Description |
|---|---|
| Terminate policies with an end date on or before | Enter the date that you wish to use. You can type the date in mm/dd/yyyy format or click the calendar icon to select the date. If run in update mode, any policy with an end date that is on or before the date you enter will be marked as terminated |
| Update | If not selected, report will run in Preview mode. If selected, policies will be updated with a terminated status |
Print Options
After clicking the Print Options button you will see the following options. Choose the desired options and click OK to return to the report parameters screen.
| Option | Description |
|---|---|
| Printer | Click the drop down arrow to select from a list of available printers. DDI Connect uses your default printer unless told otherwise |
| Format | Click the drop down arrow to select from a list of available formats. Select paper size, number of columns, and number of rows for printing. Each report has built-in format defaults. Select “Use Defaults” to use the built-in report defaults. The number of rows and columns controls the print size and amount of information per page |
| Memo | If you wish, you can add a memo to the output of the report. NOTE: It is recommended that Word documents be saved with the .docx extension |
| View Report | This option generates a pdf file that is displayed on the screen when the report is generated |
| Archive Report | If this option is selected, the system will archive the report in the DDI Connect report archives. For information on working with archived reports, please reference this page: Archived Report Viewer |
| Print Report | If selected, the system will generate the report output to your default printer. NOTE: You will also receive a pdf version of the report, displayed on your screen |
| Print via PDF | Prints directly to your printer. |
| This option allows you to send a .pdf attachment of the report to the indicated users' email addresses. When OK is clicked, a dialog box will open requesting a recipient | |
| Duplex/Top | Prints the report on both sides of the paper in landscape style. The printer must be capable of printing on both sides or an error will occur |
| Duplex/Side | Prints the report on both sides of the paper in portrait style. The printer must be capable of printing on both sides or an error will occur |
| Green bar | Adds shaded, horizontal bars to the report, making it easier to read across columns |
| No dialog | Selecting this option means that no ‘Report Completed’ dialog will display after the report has been generated |
| Extra copies | If you want extra copies of the report generated, type the number in this field |
Click Start. The system will generate the report based on the parameters you selected, and display the results.
