BenSelect:Admin:Locations:Locations
From Selerix
Revision as of 14:16, 10 March 2014 by Shannon Krakosky (talk | contribs)
Locations Screen
The Locations screen provides the following tabs for location setup:
- Locations
- Location Groups
- Departments
- Properties
Locations Tab
Employer locations often operate quite independently of each other, utilizing separate information systems, defining their own job classes and departments, and even determining plan and payer product availability. The Locations tab allows you to set up locations for the case.
Locations Tab – Elements
- Location Name
- Enter a name for the location.
- Location Code
- Identify the code assigned to this location (optional.)
- Location Logo
- Upload a logo to attach to this location. Click Browse to choose the location of the file.
- Address
- Enter the mailing address associated with the location.
- Copy a Location
- Click the down arrow to select a location from all locations in the case.
- Copy
- Click the Copy button to copy the selected location information to the current location.
- Upload Locations
- Click the down arrow to upload the standard template for the location selected. The template includes location codes and addresses for the specified location.
Common Buttons
- New
- Click to add a new location.
- Save
- Click to save any selections or updates made to the location group information.
- Delete
- Click to delete the currently selected location.
- Cancel
- Click to cancel all changes.
- Export
- Click to export the location information to a configuration file.
