Once a new element or a new version of an existing element has been created, the element must be authorized.
From the JU1FL Template Element List screen, highlight an element that has not yet been authorized, then click EDIT ELEMENT. The JU1FL Maintain Template Element screen will be displayed.
Different screens will be displayed depending on the element type for which they have been defined. The following examples show screens displayed per element type:
Example of table element type
Example 1 (Table Header Orientation Down)
Example 2 (Table Header Orientation Across)
Example of paragraph element type
Example of image element type
Example of annexure element type
In each case, a preview of the Table, Paragraph, Image or Annexure will be displayed in PDF format on the right-hand side of the screen.
Note:
The size of the PDF preview screen can be adjusted using the functions displayed in the top left-hand corner of the screen.
|
PDF Size
|
Click
Click
Click
Click |
Example of table element type PDF preview
Example of paragraph element type PDF preview
Example of image element type PDF preview
Example of annexure element type PDF preview
Regardless of whether the template element is authorized or not, certain template element fields may not be modified. This is dependant on the template element type applicable.
Note:
The table below shows the fields that may not be modified. A tick (ü) indicates that the field cannot be modified for the template element type in which it appears.
|
|
Template Element Type |
||||
|
TEMPLATE ELEMENT TYPE |
IMAGE |
PARAGRAPH |
TABLE |
ANNEXURE |
|
|
Number Of Cells |
ü |
ü |
|
ü |
|
|
Show Grid? |
ü |
ü |
|
ü |
|
|
Table Header Orientation |
ü |
ü |
|
ü |
|
|
Number of Rows |
ü |
ü |
|
ü |
|
Note:
The number for the Template No field will be allocated by the system.
To modify an authorized template element, make the necessary field changes and click NEW VERSION. The JU1FL Template Element List screen will be displayed. The selected element will be displayed as an unauthorized element. A new number will be displayed in the Version column.
To modify an unauthorized template element, make the necessary field changes, then click OK. The JU1FL Template Element List screen will be displayed with the modified element defined as an unauthorized element. A new number will be displayed in the version column.
Refer to Free Form Text below
Refer to
Clients
Members
Member Communication
Supplements
Processes
Setting up Template Elements for Benefit Statements
Once a new element or a new version of an existing element has been created, the element must be authorized.
From the JU1FL Template Element List screen, highlight an element that has not yet been authorized, then click EDIT ELEMENT. The JU1FL Maintain Template Element screen will be displayed.
Click AUTHORISE. The JU1FI Template List screen will be displayed with the user ID of the authorizer in the Authoriser column.
to increase the PDF size of the element type PDF preview.
to decrease the PDF size of the element type PDF preview.
to increase the PDF size of the element type PDF preview to it’s maximum.
to decrease the PDF size of the element type PDF preview to it’s minimum.