The Products tab enables institutions to group Sub-Products together with similar Sub-Products for reporting and rule authoring purposes.
The grid within the Products tab displays the following columns of information about each Product:
| Column | Description |
| Name |
An editable column that provides the ability to enter a name for the Product. |
| Category | An editable column that provides the ability to select a category from a drop-down list of Categories configured within the Categories tab. The product is organized under the assigned category within the Sub-Products tab. |
| In Use | Displays a  when the Product is used by a Sub-Product. |
From this tab administrators are provided with the ability to add and delete Products.
From this tab administrators are provided with the ability to add and delete Products.
Add a Product
-
To create a new Product click
. A blank grid line appears.
-
Click within the Name column and enter the Product Name.
The name of each Product must be unique or the following error message is received upon trying to save the Product:
-
Click in the Category field and select the appropriate Category from the drop-down list. This list includes all Categories created within the Categories tab. If the Category list is empty, click
or navigate to the Categories tab to create a Category.
-
Click
to submit changes.
Delete a Product
 |
When Products are 'In Use' they cannot be deleted, therefore,  is disabled when the Product is selected within the grid. |
- To delete a Category, highlight the desired Category within the grid and click .
- A confirmation message appears to confirm that the category should be deleted. Click Yes to delete the Product or No to retain the Product.