Manage Benefit Enrollment Certifications in the Integrated Workbook
Use the Upload Enrollment Certifications integrated workbook to upload details of certifications received from participants, dependents, and beneficiaries en masse.
The basic process to manage certifications in the workbook is:
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Generate the workbook.
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Record certifications.
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Upload data.
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Resolve errors.
Generating the Workbook
In the Evaluation and Reporting work area, Person Data Loaders tab, click Go to Task on the Upload Enrollment Certifications row.
Recording Certifications
The workbook columns and choice lists are the same as the fields and choice lists on the Enrollment Activities page in the Benefits Service Center page. Enter a row for each certification for each participant. You can enter multiple action items with several certifications for participants with several dependents or beneficiaries. However, each certification's details must exist as a single row.
Uploading Data
After you complete the edits, in the Enrollment Certifications Upload tab, click Upload to load into the application table those rows that are marked as Changed.
Resolving Errors
The upload process automatically updates the Status field in each workbook row.
If there are errors that require review, the process:
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Rolls back the change in the application
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Sets the workbook row status to Upload Failed
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Continues to the next workbook row
To view and resolve an error:
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Double-click Update Failed in the Status field.
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Fix any data issues in the workbook.
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Upload the latest changes.