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

From Selerix
Jump to: navigation, search
(→‎Session Tasks Tab - Case Info)
(→‎Session Tasks Tab - Case Info)
 
(2 intermediate revisions by the same user not shown)
Line 3: Line 3:
  
 
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.
 +
 +
'''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.  
Line 11: Line 13:
  
 
;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.
+
;Delete icon :Click to delete the selected session task (report with/without delivery plugin).
−
;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 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).
Retrieved from "https://wiki.selerix.com/index.php?title=BenSelect:Admin:Case_Info:Session_Tasks&oldid=794"