Difference between revisions of "BenSelect:Admin:Case Info:Session Tasks"
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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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;Delete icon :Click to delete the selected session task (report with/without delivery plugin). | ;Delete icon :Click to delete the selected session task (report with/without delivery plugin). | ||
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).
