Adding Strategies

Procedure

To add strategies:

1. Select Admin.
   The Admin Home Page appears.

2. From the Policy Administration tab, select Strategy Setup.
   The Strategies screen appears.

3. Click Add.
   The Strategy Definition screen appears.

4. Enter a name for the strategy, and select one of the following option buttons to specify how you want to create the strategy:

• Select Create Blank to use a blank form with no predefined entries.

• Select Template and the name of the template to use a template provided by eCredit.

• Select Existing Strategy and the name of the strategy to clone an existing strategy. For example, select this method when creating a Challenger strategy that will have some elements in common with an existing Champion strategy.

5. Click Save.
   The Strategy Definition screen displays the Branch and Event sections. If you selected a template or clone, the Branch and Events section fill in with the predefined information.

You can now add branches to the strategy. How?