Difference between revisions of "BenSelect:Admin:Case Info:Custom Fields"
From Selerix
| Line 1: | Line 1: | ||
=Custom Fields= | =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. |
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. | ||
| Line 6: | Line 6: | ||
*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. | ||
*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. | ||
| − | *Click Add to add a new field through the Custom Fields screen. | + | *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 that can be used by reports and rules. | ||
Case Properties are global values associated with the case. | Case Properties are global values associated with the case. | ||
| − | *Click Add to add a case property. | + | *Click '''Add''' to add a case property. |
=General Buttons= | =General Buttons= | ||
| Line 18: | Line 18: | ||
;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 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.'' | ;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.'' | ||
| + | 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. | ||
Revision as of 14:35, 27 May 2014
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.
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.
