The Group Policy Setup page provides a snapshot view of a Group policy (including all Group coverage) that has been created in Penelope.
On the Group Policy Setup page you can:
View the policy details including start and end dates
Edit a Group policy
Delete a policy
Add a new Group policy
Add a new Group coverage (it is possible for a Group policy to have multiple coverages)
View Funder information
Reauthorize a coverage
Roll over a coverage
Remove a Group coverage
Accessing the Group Policy Setup Page
To access the Group Policy Setup page follow the instructions below:
1. Navigate to the Funder Profile.
2. Click the Group Policy Setup sidebar.
3. Click the name of the Group Policy Setup page you would like to view.
A green dot indicates the Group Policy is active. A red dot indicates the Group Policy is inactive.
Editing the Group Policy
To edit the Group Policy follow the instructions below:
1. Navigate to the Group Policy Setup page.
2. Click the edit button located in the top right-hand corner of the page.
3. Edit as required.
4. Click Save.
Deleting the Group Policy
To delete the Group Policy follow the instructions below:
1. Navigate to the Group Policy Setup page.
2. Click the delete button located in the top right-hand corner of the page.
3. Confirm you would like to delete the policy by clicking okay as required.
This action cannot be reversed. Deleting a policy is subject to having the correct permissions.
Add a New Group Policy
To add a new Group policy click the Add link located in the Group Policy Setup sidebar. For more information on how to add a Group policy click here.
Add a New Group Coverage
It is possible for a Group policy to have multiple coverages (e.g. each coverage having different parameters). To add a new Group Cover follow the steps below:
1. Navigate to the Group Policy Setup page.
2. In the Group Coverage section click Add.
3. Complete the Policy Coverage fields (as required)
4. Click Next.
5. Add the covered Service Units. Make sure you click the plus (+) icon to save the Service Unit.
6. Click next to view the Coverage Summary.
7. Click finish.
How to Reauthorize a Group Coverage
To reauthorize the Group coverage click the Reauthorize link located in the Coverage section. The coverage will be automatically reauthorized and you will be taken to the Group Coverage Setup Page.
For more information about Reauthorizing a Group Coverage feature click here.
For more information on reauthorizing a Group Coverage click here.
Follow the instructions below to roll over a Group coverage:
1. Navigate to the Group Policy Setup page.
2. In the Coverage section click Roll Over.
3. Confirm you wish to roll over the coverage by clicking okay.
For more information on rolling over a Group Coverage click here.
How to Remove a Group Coverage
To remove a Group coverage click the Remove link located in the Coverage section of the coverage you wish to delete. You will then need to confirm by clicking okay. Depending on your security permissions you may or may not be able to complete this action.
Viewing the Group Coverage Setup Page
To view the Group Coverage Setup Page click on the cover number.
