Other Configuration Settings

Objectives

After completing this lesson, you will be able to:

  • Configure settings
  • Enable or disable a global feature
  • Configure languages

Important Configuration Settings

As you can see, APMe has many ways to configure settings to meet the needs of the business. Let’s look at two settings that are important for most implementations: global features and language settings.

Global Features

The Global Features page includes a list of options that allow the implementor to enable or disable specific tasks related to payout processing. This option can be found under Administrator → Configuration → Global Features.

By default, some global features are already enabled. Some key features you can control on this page are:

Customer Match enables the Producer Ownership tab of the Customers portal, which allows the creation of match rules.

Credentialing enables the licensing and credentialing features of APMe.

Data Dictionary grants access to information in the data dictionary.

Data Protection and Privacy (DPP) enables the Data Protection and Privacy feature of the system. When enabled, the system performs additional steps to protect and log private data.

Holds allows the system to place a hold on payments based on configured rules.

Select the link 'Managing Global Features in APMe' to get more information.

Exercise: Enable Global Features

Business Example:

In this exercise, you will use Global Features to enable the features you will need to configure APMe.

Step 1.

Steps

  1. Enable Customer Match using Global Features.

    1. From the Administrator portal, select Configure → Global Features.

    2. Verify the Credentialing feature is enabled.

    3. Verify the Data Dictionary feature is enabled.

    4. Scroll to the Customer Match row and select the checkbox.

    5. Select Save.

Managing Languages

By default, English is the only language in the APM system, but you can configure additional language and set any as the default.

Administrators can add additional languages, and individual users can designate a default on their user profile. Once you have added a language, you can add a translation term to any entity label, such as a code type, field, or form label.

To add a language:

  1. From the Administrator portal, select Configuration → Languages.
  2. Select (+)
  3. Enter a new Language ID. This may be the name of the language, such as German or Deutsch.
  4. Select Save.

To add a language translation to a field label:

  1. Open any form.
  2. Double-click a field label.
  3. Select Labels.
  4. In the column for the new language, enter the new term.
  5. Select Save.

The image below shows the addition of a language translation of the First Name field on the Producer record into German.

Select the link 'Configuring Languages in APMe' to get more information.

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