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.

Delete icon 

Click to delete the selected session task (report with/without delivery plugin).