Why is the policy form step missing from the enrollment portal?

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Typically, when a policy form step is missing from an enrollment portal, the reason is that the policy form records have not yet been created.

Policy form records are created in the nightly scripts, but to create them manually, follow these steps:

  1. Beginning from the Online Enrollment or System homepage, click on the Policy Forms query.
  2. Click on the description of the policy form you want to create records for.
  3. Click on the Action menu and run the Refresh this Policy Form procedure.

If the "(Re)Enrollment on Hold" checklist item is required and complete, the policy section is hidden due to potential sensitive situations.