Adding a New Scheme
In the Administration menu, navigate to the "Scheme Setup" page and click "Add new scheme."
From here, fill in the popup window with Client, Quick Name, Full Name and Scheme Group. When complete, click "Add."
Your created scheme will now appear on the list in the Scheme Setup page.
From here, we can perfrom a range of Scheme Setup tasks, including:
- Adding a Benefit Category
- Enabling relevant member events
- Creating scheme-specific Benefit Items
- Adding member/dependant records to the scheme