Disclaimer Management
Goal
Business users would now be able to manage disclaimers to be displayed to CSR rep via Subscribe Concierge Admin portal. This is available under ‘Client management’ section of One CSR portal.
This feature is implemented in phases, where Phase 1 covers search, edit, view, import/export disclaimers and phase 2 covers adding and deleting disclaimers as well as minor enhancements. In scope of the current document is Phase 1 only.
Pre-requisite Information
Minimum Subscribe version required is 3.13
CMS Attributes are supported in disclaimers starting from 3.14
Have appropriate permissions:
Search, View, Edit, Import/Export is allowed for: MG2 Admin, MG2 Developer, Client Admin
Search and View is allowed for: CSR Admin, CSR Admin, CSR Power User
Navigation
The ‘Manage disclaimers’ subsection is added to ‘Client management section’ of One CSR portal. Disclaimer search section has single-selection filter and a search field. The dropdown filters disclaimers against their properties:
Disclaimer Code
Description
Event Type Id
Event Code
A single event can have multiple disclaimers, if multiple disclaimers exist for an event display all the associated with disclaimers
Search field only becomes enabled when a filter option is selected in a filter dropdown. It performs search against the disclaimer property selected in the dropdown filter.
Disclaimer search
To perform a search please select an option from a single-selection dropdown filter, type something in search input (this one is optional), and click 'Search' button. You will see a result set of disclaimers matching the entered criteria, ordered by Event Type Id (asc)
If no search criteria is selected and the user clicks search all the disclaimers must be displayed ordered by Event Type Id (asc)
Disclaimer view and editing
To view/edit a disclaimer please click 'Edit' button in the right column - this will open the pop up with disclaimer in a Preview mode. If you want to edit a disclaimer then click 'Edit' button in the pop up. It will open a WYSYWIG editor.
To go back to the preview mode and review the changes you made please save your changes and then click 'Preview' button in the pop up.
Please note that if you want to switch to the Preview mode or close a disclaimer having unsaved changes you will see a warning message
Disclaimer import/export
To export a disclaimer please select the one you want to export from the dropdown and click 'Export'
The export dropdown is multiselectional so several disclaimer can be selected at a time
To import disclaimer(s) please click 'Import' button and select the disclaimer(s) you want to import in the dialog window, and then click 'Open'.
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