Add audit details panel set

About this task

When you start an audit, the audit Details screen enables you to enter audited amounts. Design and add an audit Details panel for your line of business. The Details panel for general liability lists exposures by jurisdiction. The Audited Basis text box enables you to enter the audited basis for each exposure. Each exposure is listed by class code. For an example, see the Details panel for general liability.

Procedure

  1. In the Studio Project window, navigate to configuration > config > Page Configuration > pcf > job > audit.
  2. Right-click the audit folder, and then select New > PCF File. In the PCF File dialog box, specify the following properties:

    Property

    Value

    File name

    AuditDetails

    File type

    Panel Set

    Mode

    Line of business name. For example, GolfCart
    Studio creates and opens, for example, AuditDetailsPanelSet.GolfCart.pcf and automatically adds the panel set to the Shared section mode PanelRef in the AuditWizard_DetailsScreen.pcf.
  3. Add one or more Panel Iterator widgets and other widgets as needed to display the auditable items.
  4. Add one or more widgets to enable users to enter the audited amounts. Define the value of the widget as the additional basis field. You added the additional basis field to the data model in Add audited basis to the data model.