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

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(Created page with "=Case Info= The Case Info screen controls how the case is published on the Enrollment Site, as well as controls the availability of certain enrollment site features. (If neces...")
 
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=Case Info=
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=Custom Fields=
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The Case Info screen controls how the case is published on the Enrollment Site, as well as controls the availability of certain enrollment site features. (If necessary, choose Case Info from the Case Setup menu.)
 
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Specifically, the Case Info screen lets you:
 
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*Choose colors and font styles.
 
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*Set general attributes of the case, such as the enrollment period.
 
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*Control certain features of the enrollment site.
 
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*Maintain an audit trail of changes to the case.
 
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*Upload presentations and logos.
 
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*Create custom fields for tracking additional information about employees.
 
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==General Buttons==
 
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;Save :Click to save any selections or updates made to the case setup.
 
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;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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==Custom Fields==
 
 
The Custom Fields tab lets you add Custom Fields to a case, and also set up Case Properties.  
 
The Custom Fields tab lets you add Custom Fields to a case, and also set up Case Properties.  
  
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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.
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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 can be associated with values in the Census Upload, provided that the custom field names match the column names in the Census Upload file.
 
*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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*Case properties are global values that can be used by reports and rules.
 
*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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Case Properties are global values associated with the case.   
 
*Click Add to add a case property.
 
*Click Add to add a case property.
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=General Buttons=
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;Save :Click to save any selections or updates made to the case setup.
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;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.''

Revision as of 16:39, 27 February 2012

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.
  • Click Add to add a new field through the Custom Fields screen.
  • Case properties are global values that can be used by reports and rules.

Case Properties are global values associated with the case.

  • Click Add to add a case property.

General Buttons

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