BenSelect:Admin:Plan:Alias - Revision history

Shannon Krakosky: /* Aliasing Product Names */

2021-11-03T19:12:30Z

‎Aliasing Product Names

Shannon Krakosky: /* Alias Tab */

2021-11-03T19:11:16Z

‎Alias Tab

Shannon Krakosky: /* Alias Tab */

2021-11-03T17:30:46Z

‎Alias Tab

Shannon Krakosky: /* Aliasing Product Names */

2021-11-03T17:30:31Z

‎Aliasing Product Names

Shannon Krakosky: /* Alias Tab */

2020-12-21T20:51:00Z

‎Alias Tab

Ruthie: Created page with "=Alias Tab= The Alias tab gives you the ability to change the description for different tiers or deduction frequency names ''per plan'' wherever they are displayed. These nam..."

2012-04-20T15:58:47Z

Created page with "=Alias Tab= The Alias tab gives you the ability to change the description for different tiers or deduction frequency names ''per plan'' wherever they are displayed. These nam..."

New page

=Alias Tab=
The Alias tab gives you the ability to change the description for different tiers or deduction frequency names ''per plan'' wherever they are displayed. These names and codes will be presented to the user on the enrollment site and in reports.

For example, perhaps the employer refers to employees as "associates", so instead of "EO", or "Employee Only", they want to see "AO", or "Associate Only". Click the "Edit" button next to the tier name to be changed, make the change, and click "Update", and then "Save".

The example below reflects how that would be aliased:

[[File:Alias.JPG|How to alias a plan]]

← Older revision		Revision as of 19:12, 3 November 2021
Line 9:		Line 9:

	==Aliasing Product Names==		==Aliasing Product Names==
−	You can also use the drop-down list to change the name of the product as it is displayed on the Enrollment site. Use the Product Order field to indicate the order in which the product will be displayed on the Enrollment site. First, set the Product Sort Order option on the Rates tab to Product Name, then on the Alias tab, select the Product Name in the drop-down list, and indicate the order of the products (as 1, 2, 3, etc.) in the Product Order field for each product. The Enrollment site will use this ~~settings~~ to determine the product order on the Enrollment site.	+	You can also use the drop-down list to change the name of the product as it is displayed on the Enrollment site. Use the Product Order field to indicate the order in which the product will be displayed on the Enrollment site. First, set the Product Sort Order option on the Rates tab to Product Name, then on the Alias tab, select the Product Name in the drop-down list, and indicate the order of the products (as 1, 2, 3, etc.) in the Product Order field for each product. The Enrollment site will use this setting to determine the product order on the Enrollment site.

@@ Line 1: / Line 1: @@
 =Alias Tab=
-The Alias tab gives you the ability to change the description for different coverage tiers, deduction frequency names, and product name ''per plan'' wherever they are displayed.  These names and codes will be presented to the user on the Enrollment site and in reports (if the report supports the usage; additional setup may be needed).
+The Alias tab gives you the ability to change the description for different coverage tiers, deduction frequency names, and product name ''per plan'' wherever they are displayed.  These names and codes will be presented to the user on the Enrollment site.
 For example, perhaps the employer refers to employees as "associates", so instead of "EO", or "Employee Only", they want to see "AO", or "Associate Only".  Click the "Edit" button next to the tier name to be changed, make the change, and click "Update", and then "Save".
@@ Line 9: / Line 9: @@
 ==Aliasing Product Names==
-You can also use the drop-down list to change the name of the product as it is displayed on the Enrollment site and reports (if the report supports the usage; additional setup may be needed). Use the Product Order field to indicate the order in which the product will be displayed on the Enrollment site. First, set the Product Sort Order option on the Rates tab to Product Name, then on the Alias tab, select the Product Name in the drop-down list, and indicate the order of the products (as 1, 2, 3, etc.) in the Product Order field for each product. The Enrollment site will use this settings to determine the product order on the Enrollment site.
+You can also use the drop-down list to change the name of the product as it is displayed on the Enrollment site. Use the Product Order field to indicate the order in which the product will be displayed on the Enrollment site. First, set the Product Sort Order option on the Rates tab to Product Name, then on the Alias tab, select the Product Name in the drop-down list, and indicate the order of the products (as 1, 2, 3, etc.) in the Product Order field for each product. The Enrollment site will use this settings to determine the product order on the Enrollment site.

@@ Line 1: / Line 1: @@
 =Alias Tab=
-The Alias tab gives you the ability to change the description for different coverage tiers, deduction frequency names, and product name ''per plan'' wherever they are displayed.  These names and codes will be presented to the user on the Enrollment site and in reports.
+The Alias tab gives you the ability to change the description for different coverage tiers, deduction frequency names, and product name ''per plan'' wherever they are displayed.  These names and codes will be presented to the user on the Enrollment site and in reports (if the report supports the usage; additional setup may be needed).
 For example, perhaps the employer refers to employees as "associates", so instead of "EO", or "Employee Only", they want to see "AO", or "Associate Only".  Click the "Edit" button next to the tier name to be changed, make the change, and click "Update", and then "Save".

← Older revision		Revision as of 17:30, 3 November 2021
Line 9:		Line 9:

	==Aliasing Product Names==		==Aliasing Product Names==
−	You can also use the drop-down list to change the name of the product as it is displayed on the Enrollment site and reports. Use the Product Order field to indicate the order in which the product will be displayed on the Enrollment site. First, set the Product Sort Order option on the Rates tab to Product Name, then on the Alias tab, select the Product Name in the drop-down list, and indicate the order of the products (as 1, 2, 3, etc.) in the Product Order field for each product. The Enrollment site will use this settings to determine the product order on the Enrollment site.	+	You can also use the drop-down list to change the name of the product as it is displayed on the Enrollment site and reports (if the report supports the usage; additional setup may be needed). Use the Product Order field to indicate the order in which the product will be displayed on the Enrollment site. First, set the Product Sort Order option on the Rates tab to Product Name, then on the Alias tab, select the Product Name in the drop-down list, and indicate the order of the products (as 1, 2, 3, etc.) in the Product Order field for each product. The Enrollment site will use this settings to determine the product order on the Enrollment site.