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Close Previous Optional Action Items

edited Sep 5, 2020 12:10AM in Benefits

Summary

Cleanup of older action items that DO NOT suspend enrollments.

Content

Navigator>Evaluation and Reporting>Processes>Election Process>Manage Action Items

**Select the Parameter = [Close Previous Action Items That Do Not Suspend] = Yes

*Select all other parameters along with Effective date, Enable Audit Log = Yes

This can assist customers seeing a high number of Action items when transitioning to the new responsive Ui's that display people by action items.

 

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