BenSelect:Admin:Case Info:Custom Fields - Revision history

Shannon Krakosky: /* General Buttons */

2024-12-18T20:40:51Z

‎General Buttons

2024-12-18T20:40:42Z

‎General Buttons

2022-04-04T14:52:11Z

‎Custom Fields

2022-04-04T14:51:18Z

‎Custom Fields

2021-06-01T17:30:33Z

‎Custom Fields

2021-06-01T17:30:10Z

‎Custom Fields

2014-05-29T14:34:32Z

‎Custom Fields

2014-05-29T14:28:35Z

‎Custom Fields

2014-05-29T14:25:39Z

‎Custom Fields

2014-05-29T14:24:55Z

‎Custom Fields

← Older revision		Revision as of 20:40, 18 December 2024
Line 38:		Line 38:

	;Save :Click to save any selections or updates made to the case setup.		;Save :Click to save any selections or updates made to the case setup.
−	;Cancel :Click to cancel all changes.~~test~~	+	;Cancel :Click to cancel all changes.

← Older revision		Revision as of 20:40, 18 December 2024
Line 38:		Line 38:

	;Save :Click to save any selections or updates made to the case setup.		;Save :Click to save any selections or updates made to the case setup.
−	;Cancel :Click to cancel all changes.	+	;Cancel :Click to cancel all changes.test

@@ Line 24: / Line 24: @@
 ###Select '''Personal Info''' to display the custom field in the Personal Info section.
 ###Select '''Employment Info''' to display the custom field in the Employment Info section.
-##Select "Field is informational only" to ensure that this field is treated as informational only and will not trigger a recalculation of any benefits on a change.
+##Field is informational only - ensures that this field is treated as informational only and will not trigger a recalculation of any benefits on a change.
 #Click '''Update''' to save your changes.

@@ Line 24: / Line 24: @@
 ###Select '''Personal Info''' to display the custom field in the Personal Info section.
 ###Select '''Employment Info''' to display the custom field in the Employment Info section.
 #Click '''Update''' to save your changes.

@@ Line 22: / Line 22: @@
 ##Read Only on Admin Site (for display only – no updating or selection allowed)
 ##Show on Enrollment Site – must be selected if you want to display on the Enrollment site. You then have two options for the display of the custom field
-###Select Personal Info to display the custom field in the Personal Info section.
+###Select '''Personal Info''' to display the custom field in the Personal Info section.
-###Select Employment Info to display the custom field in the Employment Info section.
+###Select '''Employment Info''' to display the custom field in the Employment Info section.
 #Click '''Update''' to save your changes.

@@ Line 12: / Line 12: @@
 '''To add a custom field:'''
-#Click '''Add'''. The Custom Fields screen displays options for the custom field.
+#Click '''Add'''. The ''Custom Fields'' screen displays options for the custom field.
 #Type a name for the custom field.
 #Type a description for the custom field.
@@ Line 22: / Line 22: @@
 ##Read Only on Admin Site (for display only – no updating or selection allowed)
 ##Show on Enrollment Site – must be selected if you want to display on the Enrollment Site.
 #Click '''Update''' to save your changes.

@@ Line 18: / Line 18: @@
 #From the drop-down list, select how you want to custom field to be related: to the Employee, a Person, or a Coverage.
 #Select from the following options:
-:*Required
+##Required
-:*Read Only on Enrollment Site (for display only – no updating or selection allowed)
+##Read Only on Enrollment Site (for display only – no updating or selection allowed)
-:*Read Only on Admin Site (for display only – no updating or selection allowed)
+##Read Only on Admin Site (for display only – no updating or selection allowed)
-:*Show on Enrollment Site – must be selected if you want to display on the Enrollment Site.
+##Show on Enrollment Site – must be selected if you want to display on the Enrollment Site.
 #Click '''Update''' to save your changes.