Create Phone Number Eligibility Manager

Description

This guide provides the step-by-step instructions to create a Phone Number Eligibility Manager

Pre-requisites

A user should have a Program Manager role to create a Phone Number Eligibility Manager.

Note:

Refer Create User and Assign Role user guide to know how to assign role for a User.

Procedure

1. In the menu bar, click the icon and select Programs.

2. The Programs screen is displayed.

Choose the programs module

1. Click the Configuration tab and then select the Phone Number Eligibility Managers.

Programs screen

1. Phone Number Eligibility Managers screen is displayed.

Phone Number Eligibility Managers screen

Phone Number Eligibility Managers screen provides dashboard view which lists all the Manager Names and the Program list.

In Phone Number Eligibility Managers screen, the available features and their descriptions are:

Feature	Description
Create	Click the Create button to create new phone number eligibility manager
	Click the Export All button to download the details in excel format
<	Click the Left arrow to go the previous screen
>	Click the Right arrow to go the next screen
Filters	Click the Filters link and then select Add Customer Filter. Add Customer Filter The advanced filter option allows you to define conditions and criteria to refine the search results. Select the Add Customer filter and then select the appropriate option in the first drop-down to display the specific data based on the option selected. Select the criteria in second and third drop-down to refine the search results. Click the Apply button to display the data based on the search Note: To enhance the search, click the Add a condition button and follows the steps given in Add Customer Filter option
Group By	Click the Group By link and select the option Program The Default Managers are grouped below each program Click the Group By link, select Add Custom Group and then select the appropriate options in the drop-down to display the specific data based on the option selected. Click the Apply button to display the data based on the search
Favorites	Click the Favorites link, select Save current search and then check the appropriate options. The valid values are: Use by default Share with all users Click the Save button to display the data based on the search Click the Import records. Import a file screen is displayed. Click the Upload file button, navigate to the file, and import the file in excel or CSV format Click the Cancel button to exit the screen
Search	This field is filled when the available option are selected in Filers, Group By, Favorites

1. Click the Create button. The Phone Number Eligibility Managers/New screen is displayed.

Phone Number Eligibility Managers/New screen

In Phone Number Eligibility Managers/New screen, the features and their descriptions are:

Feature	Description
Name	Enter the name of the eligibility manger
Program	Select the program name from the drop-down for which the eligibility manager is created

1. Click the Save button to save the eligibility manager and it will be listed under the eligibility manager list view page.

2. Click the Discard button to discard the changes and go back to Phone Number Eligibility Managers list view page.