Set Up Quick Actions and Tiles for Plan Comparison

You need to get the Template Name (ID) from the Benefits Plan Compare Diagnostic test report. You use this ID to enable the quick actions and tiles.

Run Benefits Plan Compare Diagnostic Test to Get the Template ID

To set up quick actions and tiles for your participants, you need to get the Template Name (ID) from the Benefits Plan Compare Diagnostic test report. Here's how you run this diagnostic test:

1. Click the logged-in user's icon, and click Run Diagnostics Tests in the Troubleshooting section.

2. In the Diagnostic Dashboard page, search for Benefits Plan Compare Diagnostic Test, select it, and click Add to Run.

3. In the Choose Tests to Run and Supply Inputs section, click the Input Status icon to enter the details. Configure these parameters to run the report:

   • Template Name (Required)

   • Language Code (Required)

   • Plan Name

   • Remove Unused Plan Compare Images(Y/N) Default-N

   • Remove Orphan Plan Compare Data(Y/N) Default-N

4. Click Save and enter Name and Display Name for the test.

5. Click OK

6. Click Run in the Choose Tests to Run and Supply Inputs section.

7. In the Diagnostic Test Run Status table, click the Refresh button to see the latest status.

8. When the execution status reads Complete, click the Report icon to view the report. You can note down the Template Name (ID) from the report.

Set Up Quick Actions and Tiles to Use the Benefits Plan Comparison Pages

You need to set up quick actions and tiles for each benefit type that you want to provide for plan comparison. This will help participants launch plan comparison from the self-service landing page and from the Home page. For example, if you've set up templates and plans for Medical, Dental, and Vision plans, you need to enable 3 tiles. Enabling the tile also enables the quick action to appear on the Home page. There's already a predefined tile. You can use that as a sample to create your own. You need to duplicate it, modify parameter values like template ID, and set the Visible property to Yes.

Here's how you duplicate the sample tile to create more tiles as per your requirement:

1. On the Home Page, click Configuration > Structure.

2. Create a Sandbox with Structure and Page Composer as tools.

3. Launch and enter into the sandbox.

4. Navigate to the Structure page from the Tools menu, and click Me.

5. Select the Quick Actions tab, Benefits.

6. Select Benefits Comparison Plan.

7. Click Create Duplicate. You need to duplicate the sample action we deliver to create each of the tile and quick action that you require. For example, you may create tiles and quick actions for Medical and Dental plans.

8. Enter or change the name of the quick action. For example, enter Medical Plan Comparison. Alternatively, enter something like Medical 2022 if you want to display the date to enable participants to compare future plans.

9. Select Add as a quick action link on home page.

10. Change the Visible property to Yes.

11. Select Yes for Mobile Enabled.

12. Update the TemplateId value in the Page Parameters List with the value that you copied from the Benefits Plan Comparison Diagnostic test report. For example, TemplateId=300100565517943. If you want to display the tile for a specific year, you need to mention the effective date too along with the template ID in the YYYY-MM-DD format.

13. Click Save and Close.

14. Repeat the steps for each tile and quick action that you want to enable.