Setting a Master Cover to Draft, Test, or Live Status

The Status of the master cover controls whether the details can be edited and whether the product is available for the creation of submissions.

1. In the main menu, select Product Design, then select Master Covers.  A list of all available master covers is displayed.

   

   Tip: By default, only Active master covers are displayed.  Clear the filter in the Status column to view all master covers.

2. Click a link in the Name column to open the master cover to the General Information page and open the Screens widget.  If there are a large number of available master covers, see the Using Grids section for help on finding the appropriate master cover.
3. The three buttons Set Draft, Set Test, and Set Live are used to set the status of the master cover.  The button for the current status is not displayed.

Set Draft	This is the starting status for new master covers.  All settings can be changed, but submissions cannot be created.
Set Test	In test mode, all settings can be changed, and test submissions can be created to verify the settings and functionality of the workflow.
	All submissions created in test mode (as well as any clients created with those submissions) will be deleted when the master cover is set to Live, including locked submissions.
	When the master cover is in test mode and is set to automatically generate policy numbers, any bound policies will be numbered according to the settings, except:
	A prefix of "Test-" will be added at the beginning of the number, in addition to any configured prefix.
	The sequential portion of the number will use an internal system counter instead of the configured Next Sequence Number.
Set Live	When set to live, most settings in the master cover are locked.  The master cover is ready for business.