Manage Action Items Process

You can use this process to close participant action items that have no suspensions set up.

To run this process, in the Evaluation and Reporting work area, click the Processes tab. Then, expand the Election Processes section, and click Manage Action Items.

When a person record with a past due action item is detected, the process lists that person record in the log file. If suspensions are in place, they will remain, and that person record appears on the audit log. A benefits administrator can then follow up with the employee to resolve the action item. If there is a suspended action item, no future life event processing can occur for that person, until that action item is resolved.

The Manage Action Items process also tracks, in a log file, any past-due action items that have suspensions set up. It also records information on any enrollment that was suspended as a result of past-due action items.