Difference between revisions of "BenSelect:Admin:Case Info:Unlock"
From Selerix
(Created page with "=Unlock Tab= Use the Unlock tab to unlock a case so that you may update the case. Only users with Case Setup access may unlock a case. ==Unlock Tab - Elements== The followin...") |
(→General Buttons) |
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==Unlock Tab - Elements== | ==Unlock Tab - Elements== | ||
The following table lists the element name and provides a description. | The following table lists the element name and provides a description. | ||
| − | ;Unlock :After entering a reason for unlocking the case, click the Unlock button. | + | ;Unlock :After entering a reason for unlocking the case, click the '''Unlock''' button. |
;Date :System-generated time stamp when the case is unlocked. | ;Date :System-generated time stamp when the case is unlocked. | ||
;User :Name of the user who unlocks the case. | ;User :Name of the user who unlocks the case. | ||
| − | ;Reason :Enter a reason to unlock the case. This is a required field. | + | ;Reason :Enter a reason to unlock the case. This is a required field. |
=General Buttons= | =General Buttons= | ||
| Line 14: | Line 14: | ||
;Cancel :Click to cancel all changes. | ;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 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 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. | ||
Latest revision as of 14:35, 27 May 2014
Unlock Tab
Use the Unlock tab to unlock a case so that you may update the case. Only users with Case Setup access may unlock a case.
Unlock Tab - Elements
The following table lists the element name and provides a description.
- Unlock
- After entering a reason for unlocking the case, click the Unlock button.
- Date
- System-generated time stamp when the case is unlocked.
- User
- Name of the user who unlocks the case.
- Reason
- Enter a reason to unlock the case. This is a required field.
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.
