Difference between revisions of "BenSelect:Admin:LaptopInstall:Overview"
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After creating or updating a case, this section displays the following information about the installation: | After creating or updating a case, this section displays the following information about the installation: | ||
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| + | [[File:LaptopInstallation_CreateCase.png]] | ||
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| + | You can also set the following options in this section: | ||
| + | ;Expires on :Set a date on which the case is no longer available to be downloaded as a laptop install. | ||
| + | ;Purge after XX days of inactivity :The case will be removed from the laptop software after the specified number of days of inactivity. Activity includes taking employee applications or syncing with the online case. | ||
| + | ;Auto Laptop Update :Select this option to automatically build an updated copy of the case when changes are made to the case settings. | ||
==Case Installation – Create or Update== | ==Case Installation – Create or Update== | ||
You can also choose to include a census with the case. This provides access to employee records in the BenSelect system. | You can also choose to include a census with the case. This provides access to employee records in the BenSelect system. | ||
You should deselect the “Include Census” checkbox after an initial installation of the case has been made, and before you click “Update Case Setup”. This helps to ensure that no employee records are overwritten when enrollers sync their laptops with the BenSelect system. | You should deselect the “Include Census” checkbox after an initial installation of the case has been made, and before you click “Update Case Setup”. This helps to ensure that no employee records are overwritten when enrollers sync their laptops with the BenSelect system. | ||
Latest revision as of 14:44, 18 September 2015
Contents
Laptop Installation Screen
The Laptop Installation screen allows for two main tasks:
- Creating an installation of the case (also known as the “Laptop Software”)
- Downloading the Laptop Software
The Laptop Installation screen provides these main sections:
- Laptop Software Install
- Troubleshooting
- Resources
- Case Installation
- Case Installation – Create or Update
Laptop Software Install
This section provides a link to download the necessary laptop software installation. Before you download the software, first check the list to ensure that your computer is compatible with the software requirements.
Troubleshooting
Click the down arrow in this section to display troubleshooting information. It can be helpful to read through the information before you actually install the Laptop Software.
Resources
The Resources section REQUIRED information regarding Windows updates and other components used to support the laptop software. You must read and follow the directions in this section to ensure that the laptop build/installation is
Case Installation
You must first create an installation of the case before offline usage of the case is available. A case installation includes the following:
- Plans and products
- Eligibility rules, pay groups, job classes, etc.
- Text bank strings
- Form Library, forms, and presentations
- Users associated with the case
After creating or updating a case, this section displays the following information about the installation:
You can also set the following options in this section:
- Expires on
- Set a date on which the case is no longer available to be downloaded as a laptop install.
- Purge after XX days of inactivity
- The case will be removed from the laptop software after the specified number of days of inactivity. Activity includes taking employee applications or syncing with the online case.
- Auto Laptop Update
- Select this option to automatically build an updated copy of the case when changes are made to the case settings.
Case Installation – Create or Update
You can also choose to include a census with the case. This provides access to employee records in the BenSelect system. You should deselect the “Include Census” checkbox after an initial installation of the case has been made, and before you click “Update Case Setup”. This helps to ensure that no employee records are overwritten when enrollers sync their laptops with the BenSelect system.
