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Manage questions

  1. Add new record.
  2. Filter records on the screen.
  3. Click record to see details.
  4. Browse record pages.

 

  1. Save changes.
  2. Edit Category Name.
  3. Make Required.
  4. Make Active.

 

Routing Rules

Click the routing rules tab to access options for how this question is displayed and routed by default and for specific client groups.

  1. Click ADD RULE to add a new routing rule record.
  2. Filter existing records by entering search criteria into any of the filter boxes.
  3. Sort the grid list by any of the available column headers.
  4. Click and existing rule to edit the details.


Routing Rule Detail

  1. Employer - Enter an employer name or number to search for the employer record you want this rule to apply to.
  2. Plan (Optional) - If this rule applies only to a specific benefit plan code for this employer, enter the code in this field.
  3. Department/Location (Optional) - If this rule applies only to a specific location code for this employer, enter the code in this field.
  4. Default Queue - Enter the queue the question will route to.
  5. Employer Center Queue (Optional) - If there s a special queue the Employer Center questions should route to, enter it in this field.
  6. Centers - Which Centers will this question category be available on and force routing options for this group.


Related Pages

 

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