Difference between revisions of "BenSelect:Admin:Case Info:General"
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;Cancel :Click to cancel all changes. | ;Cancel :Click to cancel all changes. | ||
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. | 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. | ||
| + | ==General Tab - Case Info== | ||
| + | The General tab lets you set up basic information about the case. | ||
Revision as of 22:26, 27 December 2024
Case Info
The Case Info screen controls how the case is published on the Enrollment Site, as well as controls the availability of certain enrollment site features. (If necessary, choose Case Info from the Case Setup menu.)
Specifically, the Case Info screen lets you:
- Choose colors and font styles.
- Set general attributes of the case, such as the enrollment period.
- Control certain features of the enrollment site.
- Maintain an audit trail of changes to the case.
- Upload presentations and logos.
- Create custom fields for tracking additional information about employees.
General Buttons
- Save
- Click to save any selections or updates made to the case setup.
- Cancel
- Click to cancel all changes.
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.
General Tab - Case Info
The General tab lets you set up basic information about the case.
