Editing Schemes

From SchemeServe Wiki

Schemes are the Cornerstone of SchemeServe and as such provides the tools you need to effectively maintain your Cchemes adding or removing complexity as required.

To Edit or Create a new Scheme, go to the Admin tab which is only available if you're an administrator. Press the Schemes link and either Choose an existing Scheme or press the Create New button.

If you select an existing Scheme, the details in the edit panel are updated to reflect the selected Scheme.

At this point you can allocate one or more Insurers to the Scheme - they must have previously been created in Admin - Insurers

Make any changes you need to and press Save.

If you press Create New then the details in the edit panel are blank, ready for your new scheme's details.

You can choose a colour for your Scheme. This is to help to distinguish between various policies when viewing them. Their colours being determined by the Scheme they belong to.

You can also choose Commissions and Fees for Insurers who provide the cover on the Scheme.

Press Save changes when you're happy with your Scheme definition.