Difference between revisions of "BenSelect:Admin:Case Info:Session Tasks"

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(→‎Session Tasks Tab - Case Info)
(→‎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 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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;Delete icon :Click to delete the selected session task (report with/without delivery plugin).
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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.
 

Revision as of 15:13, 1 July 2015

Session Tasks Tab - Case Info

The Session Tasks tab allows you to set up an automated report; this report sends data specific to the employee who has completed enrollment, immediately upon completion. For example, you can create a maintenance task that sends an email upon employee completion of enrollment, thanking the employee for enrolling.

For a report to be available to select as a session task, you MUST select the Allowable Session Task checkbox on the corresponding report plug-in configuration screen.

Click the Add button to select a Report plug-in. If you are setting up a task and the task is not an email report, then the Delivery method must be set up as a Delivery plug-in.


General Buttons

Save 
Click to save any selections or updates made to the case setup.
Cancel 
Click to cancel all changes.
Delete icon 
Click to delete the selected session task (report with/without delivery plugin).
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