Enable program managers to efficiently manage their programs by using action plans. Use field-level security to restrict users’ access to view and edit specific fields. Get a comprehensive and chronological view of your program and benefit activities. Modify the benefit schedule workflow as per your business needs.
- Use Action Plans to Efficiently Track Tasks and Documents for Your Programs and Benefits
Define a checklist of operational tasks and documentation requirements or approvals for your programs and benefits by using action plans. - Use the Field-Level Security Setting to Restrict Your Users' Access
Restrict your users’ access to view and edit specific fields by using field-level security on the Program, Program Enrollment, Benefit Assignment, and Benefit Disbursement objects. - Track Program and Benefit Activities Chronologically
Use the Timeline component to get a comprehensive and chronological view of your program and benefit activities. View all your past, current, and upcoming sessions or participant interactions for a program or benefit in one place. - Customize the Benefit Schedule Workflow to Address Your Business Needs
Customize the prebuilt OmniScript for the benefit schedule workflow to offer an updated guided interaction for your program managers according to their business needs.