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

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=Session Tasks Tab - Case Info=
 
=Session Tasks Tab - Case Info=
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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 complation of enrollment, thanking the employee for enrolling.  
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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.
 
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.
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'''Note:''' Any report set to run as a Session Task does not affect enrollments handled in an auto-enrollment, such as a Case Wrapup.
  
 
Click the Add button to select a Report plug-in.  
 
Click the Add button to select a Report plug-in.  
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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.
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;Cancel :Click to cancel all changes.
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;Delete icon :Click to delete the selected session task (report with/without delivery plugin).
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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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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 19:38, 26 July 2021

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.

Note: Any report set to run as a Session Task does not affect enrollments handled in an auto-enrollment, such as a Case Wrapup.

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).
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