The Account Maintenance process is typically the 'most accessed' process, allowing you to view, add, or edit member data. The individual events of the process are meant to be run in whatever sequence is required.
Host Events |
Description |
Supporting Views |
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Displays the member's plan summary. |
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Displays the member's demographic and employer information. |
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Displays the member's address information. |
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Launches the Address wizard to add a member address. |
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Displays the member's beneficiary information: Edit |
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Launches the Address wizard to add a beneficiary address. |
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Launches the New Beneficiary wizard: Add/Edit |
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Displays the member beneficiary designation per plan information: Edit |
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Displays the beneficiaries current addresses. |
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Displays the member's fund information. |
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Displays the member's contribution information. |
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Displays the member's documents. |
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Launches the Document Upload wizard. |
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Displays the member's calculation history. |
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Displays forms from the Forms catalog. |
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Displays the member's status information. |
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Compensation or Earnings/Service |
Displays the member's service/earnings information. |
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Displays a browser showing all the tasks that have been performed for the selected member (by Plan). |
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Displays a history of PAs calculated for the selected member. |
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For more information, see About Web Administrator Processes.
Build 1136