WORKTERRAProject Type: software

WORKTERRA

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  1. WORKTERRA
  2. WT-13147

ATC - total credits export

    Details

    • Type: Support Activity
    • Status: Resolved
    • Priority: Medium
    • Resolution: Done
    • Affects Version/s: None
    • Fix Version/s: None
    • Component/s: BenAdmin
    • Labels:
      None
    • Support Task Type:
      Query Resolution
    • Environment:
      Production
    • Reported by:
      Support
    • Company:
      ATC
    • Module:
      BenAdmin - Export
    • Severity:
      Simple

      Description

      Is there a way to get the Total spending credits allotted/applied rather than showing on a report for each benefit? Can this be accomplished through an export maybe?

        Attachments

          Issue Links

          relates to

          Bug - A problem which impairs or prevents the functions of the product. WB-246 ATC - Spending Credits

          • High - Serious problem that could block progress.
          • Closed

            Activity

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            Hide
            Permalink
            Vinayak.Kulkarni Vinayak Kulkarni (Inactive) added a comment -

            Hi Debbie Kulling

            We have cloned same export template to CSE and University Health and exported test files from them.

            We found that there is no Credit pool configured on CSE, so its file have zero amounts. see below snap

            Please check exported files on both University Health & CSE and let us know if find anything missing, Thanks.

            Show
            Vinayak.Kulkarni Vinayak Kulkarni (Inactive) added a comment - Hi Debbie Kulling We have cloned same export template to CSE and University Health and exported test files from them. We found that there is no Credit pool configured on CSE , so its file have zero amounts. see below snap Please check exported files on both University Health & CSE and let us know if find anything missing, Thanks.
            Hide
            Permalink
            dkulling Debbie Kulling added a comment -

            Yes this export meets the requirement. I need this same export for University Health and CSE. Do I need to create separate tickets for those?

            Show
            dkulling Debbie Kulling added a comment - Yes this export meets the requirement. I need this same export for University Health and CSE. Do I need to create separate tickets for those?
            Hide
            Permalink
            abhay.patil Abhay Patil (Inactive) added a comment -

            Debbie Kulling - please let us know if the exported file meets your requirement.

            Show
            abhay.patil Abhay Patil (Inactive) added a comment - Debbie Kulling - please let us know if the exported file meets your requirement.
            Hide
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            Prashant.samal Prashant Samal (Inactive) added a comment -

            Hello Debbie Kulling,

            Please provide updates on this.
            _________________________________________
            Satya Vinayak Kulkarni Abhay Patil

            Show
            Prashant.samal Prashant Samal (Inactive) added a comment - Hello Debbie Kulling , Please provide updates on this. _________________________________________ Satya Vinayak Kulkarni Abhay Patil
            Hide
            Permalink
            Prashant.samal Prashant Samal (Inactive) added a comment -

            Hello Debbie Kulling,

            Please provide update on this.

            Thanks
            S Prashant.
            ___________________________________
            Satya Vinayak Kulkarni Abhay Patil

            Show
            Prashant.samal Prashant Samal (Inactive) added a comment - Hello Debbie Kulling , Please provide update on this. Thanks S Prashant. ___________________________________ Satya Vinayak Kulkarni Abhay Patil
            Hide
            Permalink
            Vinayak.Kulkarni Vinayak Kulkarni (Inactive) added a comment -

            We have created Test_ATC_Allocated_Applied_Credits template on ATC. Please refer exported file from view exported screen of Test_ATC_Allocated_Applied_Credits.

            Show
            Vinayak.Kulkarni Vinayak Kulkarni (Inactive) added a comment - We have created Test_ATC_Allocated_Applied_Credits template on ATC. Please refer exported file from view exported screen of Test_ATC_Allocated_Applied_Credits.

              People

              Assignee:
              dkulling Debbie Kulling
              Reporter:
              Vinayak.Kulkarni Vinayak Kulkarni (Inactive)
              Account Executive:
              Debbie Kulling
              Votes:
              0 Vote for this issue
              Watchers:
              5 Start watching this issue

                Dates

                Created:
                Updated:
                Resolved:

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