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
In the menu bar, click the icon
and select Programs.
The Programs screen is displayed.
Click the Configuration tab and then select the Phone Number Eligibility Managers.
![](https://docs.openg2p.org/~gitbook/image?url=https%3A%2F%2F252389534-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FCwMntokukpQZjoCcqMwL%252Fuploads%252FqCYjDqXi3dl0bznP17mj%252Fphone-number-eligibility-manager.png%3Falt%3Dmedia%26token%3Dbff73617-321b-4eab-9203-6d43a669f801&width=768&dpr=4&quality=100&sign=5d8aa6cf&sv=1)
Phone Number Eligibility Managers screen is displayed.
![](https://docs.openg2p.org/~gitbook/image?url=https%3A%2F%2F252389534-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FCwMntokukpQZjoCcqMwL%252Fuploads%252F6aNLF6kS1y2ErmrH0e3F%252Fphone-number-eligibility-manager-screen.png%3Falt%3Dmedia%26token%3Dcfab1c1a-3153-4caf-a76f-0dea0c8a3110&width=768&dpr=4&quality=100&sign=1fb1ce5f&sv=1)
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.
The advanced filter option allows you to define conditions and criteria to refine the search results.
Note: To enhance the search, click the Add a condition button and follows the steps given in Add Customer Filter option |
Group By |
|
Favorites |
|
Search | This field is filled when the available option are selected in Filers, Group By, Favorites |
Click the Create button. The Phone Number Eligibility Managers/New screen is displayed.
![](https://docs.openg2p.org/~gitbook/image?url=https%3A%2F%2F252389534-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FCwMntokukpQZjoCcqMwL%252Fuploads%252FWqdILUSumkX5cdAQVnBq%252Fphone-number-eligibility-manager-new-screen.png%3Falt%3Dmedia%26token%3Db2dc67ed-066d-4c93-b699-776ba3e7c1cc&width=768&dpr=4&quality=100&sign=33dd7573&sv=1)
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 |
Click the Save button to save the eligibility manager and it will be listed under the eligibility manager list view page.
Click the Discard button to discard the changes and go back to Phone Number Eligibility Managers list view page.
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