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The register of payers contains all institutional payers that can pay contributions on behalf of policyholders (e.g. private organizations, local authorities, cooperatives etc.). Payer administration is restricted to users with the role of Scheme Administrator. Pre-conditionsA payer may only be added or thereafter edited or deleted, after the approval of the management of the scheme administration. NavigationImg. 98 Navigation Payers All functionality for use with the administration of payers can be found under the main menu Img. 99 Payers Control Page Clicking on the sub menu Payer Control PageThe Payer control Page is the central point for all payer administration. By having access to this page, it is possible to add, edit, delete and search (institutional) payers. The page is divided into four panels (Img. 99). Search Panel The search panel allows a user to select specific criteria to minimise the search results. In the case of payers the following search options are available which can be used alone or in combination with each other. Name Type in the beginning of; or the full Type in the beginning of; or the full Region Select the District Select the Phone Number Type in the beginning of; or the full Type Select the Historical Click on Img. 100 Historical records - Result Panel Search Button Once the criteria have been entered, use the search button to filter the records, the results will appear in the result panel. Result Panel Img. 101 Selected record (blue), hovered records (yellow) - Result Panel The result panel displays a list of all payers found, matching the selected criteria in the search panel. The currently selected record is highlighted with light blue, while hovering over records changes the highlight to yellow (Img. 101). The leftmost record contains a hyperlink which if clicked, re-directs the user to the actual record for detailed viewing if it is a historical record or editing if it is the current record. A maximum of 15 records are displayed at one time, further records can be viewed by navigating through the pages using the page selector at the bottom of the result Panel (Img. 102). Img. 102 Page selector- Result Panel Button Panel With exception of the Information Panel The Information Panel is used to display messages back to the user. Messages will occur once a payer has been added, updated or deleted or if there was an error at any time during the process of these actions. Payer PageData Entry Img. 103 Payer Page Type Select the type of the payer from the list by clicking on the arrow on the right hand side of the lookup. Mandatory. Name Enter the name for the payer. Mandatory, 100 characters maximum. Address Enter address of the payer. Mandatory, 100 characters maximum. Phone Number Enter the phone number for the payer. 50 characters maximum. Fax Enter the fax number for the payer. 50 characters maximum. Enter the email for the payer. 50 characters maximum. Region Select the District Select the Saving Once all mandatory data is entered, clicking on the Mandatory data If mandatory data is not entered at the time the user clicks the Cancel By clicking on the Adding a PayerClick on the When the page opens all entry fields are empty. See the Payer Page for information on the data entry and mandatory fields. Editing a PayerClick on the The page will open with the current information loaded into the data entry fields. See the Payer Page for information on the data entry and mandatory fields. Deleting a PayerClick on the Delete button to delete the currently selected record. Before deleting a confirmation popup (Img. 104) is displayed, which requires the user to confirm if the action should really be carried out? Img. 104 Delete confirmation- Button Panel When a payer is deleted, all records retaining to the deleted payer will still be available by selecting historical records. |
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