Difference between revisions of "BenSelect:Admin:Case Info:Session Tasks"
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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 | + | 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. | ||
Revision as of 18:14, 9 June 2015
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.
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.
- Cancel
- Click to cancel all changes.
- 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.
