Difference between revisions of "BenSelect:Admin:Case Info:Custom Fields"
From Selerix
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'''To add a custom field:''' | '''To add a custom field:''' | ||
| − | #Click '''Add'''. The Custom Fields screen displays options for the custom field. | + | #Click '''Add'''. The ''Custom Fields'' screen displays options for the custom field. |
#Type a name for the custom field. | #Type a name for the custom field. | ||
#Type a description for the custom field. | #Type a description for the custom field. | ||
| Line 22: | Line 22: | ||
##Read Only on Admin Site (for display only – no updating or selection allowed) | ##Read Only on Admin Site (for display only – no updating or selection allowed) | ||
##Show on Enrollment Site – must be selected if you want to display on the Enrollment Site. | ##Show on Enrollment Site – must be selected if you want to display on the Enrollment Site. | ||
| + | #Click '''Update''' to save your changes. | ||
| + | |||
| + | '''To add a case property:''' | ||
| + | #Click '''Add'''. The ''Case Property'' screen displays options for the new property. | ||
| + | #Type a name for the case property. | ||
| + | #Type a description for the case property. | ||
| + | #Type a value that you want to associate to the case property. . | ||
| + | #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. | ||
#Click '''Update''' to save your changes. | #Click '''Update''' to save your changes. | ||
Revision as of 14:34, 29 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.
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:
- Click Add. The Custom Fields screen displays options for the custom field.
- Type a name for the custom field.
- Type a description for the custom field.
- 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.
- From the drop-down list, select how you want to custom field to be related: to the Employee, a Person, or a Coverage.
- Select from the following options:
- Required
- Read Only on Enrollment Site (for display only – no updating or selection allowed)
- Read Only on Admin Site (for display only – no updating or selection allowed)
- Show on Enrollment Site – must be selected if you want to display on the Enrollment Site.
- Click Update to save your changes.
To add a case property:
- Click Add. The Case Property screen displays options for the new property.
- Type a name for the case property.
- Type a description for the case property.
- Type a value that you want to associate to the case property. .
- 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.
- 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.
