Difference between revisions of "BenSelect:Admin:Case Info:Custom Fields"

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Custom fields are data values associated with an employee that Benefits-Selection does not typically hold.  For example, union status, wellness participation, or other non-standard designations, can be stored in a Custom Field.
 
Custom fields are data values associated with an employee that Benefits-Selection does not typically hold.  For example, union status, wellness participation, or other non-standard designations, can be stored in a Custom Field.
 
   
 
   
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*Custom fields can be associated with values in the Census Upload, provided that the custom field names match the column names in the Census Upload file.
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Custom fields can be associated with values in the Census Upload, provided that the custom field names match the column names in the Census Upload file.
 
*You can edit an existing custom field by clicking the name of the field.  
 
*You can edit an existing custom field by clicking the name of the field.  
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*Click '''Add''' to add a new field through the Custom Fields screen.  
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*Case properties are global values that can be used by reports and rules.
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Case properties are global values that can be used by reports and rules.
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Case Properties are global values associated with the case.   
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*You can edit an existing case property by clicking the name of the property.
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*Click '''Add''' to add a case property.
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'''To add a custom field:'''
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#Click '''Add'''. The ''Custom Fields'' screen displays options for the custom field.
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#Type a name for the custom field.
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#Type a description for the custom field.
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#From the drop-down list, select the type of field that you want. This affects how the field looks and behaves. For example, a ComboBox provides a selection of options, only one of which may be selected. ComboBox also requires you to enter Answers for the selection.
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#From the drop-down list, select how you want to custom field to be related: to the Employee, a Person, or a Coverage.
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#Select from the following options:
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##Required
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##Read Only on Enrollment Site (for display only – no updating or selection allowed)
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##Read Only on Admin Site (for display only – no updating or selection allowed)
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##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
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###Select '''Personal Info''' to display the custom field in the Personal Info section.
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###Select '''Employment Info''' to display the custom field in the Employment Info section.  
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##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.
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#Click '''Update''' to save your changes.
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'''To add a case property:'''
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#Click '''Add'''. The ''Case Property'' screen displays options for the new property.
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#Type a name for the case property.
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#Type a description for the case property.
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#Type a value that you want to associate to the case property. .
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#From the drop-down list, select the type of property that you want. This affects how the field looks and behaves. For example, a ComboBox provides a selection of options, only one of which may be selected. ComboBox also requires you to enter Answers for the selection.   
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#Click '''Update''' to save your changes.
  
 
=General Buttons=
 
=General Buttons=
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;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.
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;Delete All Employees :Click to delete all employees loaded to the case. This button is only available outside the enrollment period. If you wish to delete all employee data from the case and this button is disabled, adjust the enrollment period accordingly.
 
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;Delete Case :Click to Delete the entire case and all enrollees/employees associated with the case. ''This button allows you to delete the case completely from the database. Do not use this button unless you need to wipe a case out completely from the database.''
 
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You will be unable to delete a case if the case has a current enrollment period set. Change the enrollment period, and then the '''Delete Case''' button will be available for selection.
 

Latest revision as of 20:40, 18 December 2024

Custom Fields

The Custom Fields tab lets you add Custom Fields to a case, and also set up Case Properties.

Custom fields are data values associated with an employee that Benefits-Selection does not typically hold. For example, union status, wellness participation, or other non-standard designations, can be stored in a Custom Field.

Custom fields can be associated with values in the Census Upload, provided that the custom field names match the column names in the Census Upload file.

  • You can edit an existing custom field by clicking the name of the field.


Case properties are global values that can be used by reports and rules.

  • You can edit an existing case property by clicking the name of the property.

To add a custom field:

  1. Click Add. The Custom Fields screen displays options for the custom field.
  2. Type a name for the custom field.
  3. Type a description for the custom field.
  4. From the drop-down list, select the type of field that you want. This affects how the field looks and behaves. For example, a ComboBox provides a selection of options, only one of which may be selected. ComboBox also requires you to enter Answers for the selection.
  5. From the drop-down list, select how you want to custom field to be related: to the Employee, a Person, or a Coverage.
  6. Select from the following options:
    1. Required
    2. Read Only on Enrollment Site (for display only – no updating or selection allowed)
    3. Read Only on Admin Site (for display only – no updating or selection allowed)
    4. 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
      1. Select Personal Info to display the custom field in the Personal Info section.
      2. Select Employment Info to display the custom field in the Employment Info section.
    5. 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.
  7. Click Update to save your changes.

To add a case property:

  1. Click Add. The Case Property screen displays options for the new property.
  2. Type a name for the case property.
  3. Type a description for the case property.
  4. Type a value that you want to associate to the case property. .
  5. From the drop-down list, select the type of property that you want. This affects how the field looks and behaves. For example, a ComboBox provides a selection of options, only one of which may be selected. ComboBox also requires you to enter Answers for the selection.
  6. Click Update to save your changes.

General Buttons

Save 
Click to save any selections or updates made to the case setup.
Cancel 
Click to cancel all changes.
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