by Amber Steely | Jun 21, 2023 | Articles, Authorization System, Coordinating Authorizations Series
About the Authorization System Primary Concepts New User Guide Articles COORDINATING AUTHORIZATIONS SERIES Creating an authorization is easy enough. Go to the context you want, click add, enter an authorization number, specify an action and a selection, or two, and...
by Amber Steely | Mar 2, 2023 | Articles, Authorization System, Coordinating Authorizations Series
About the Authorization System Primary Concepts New User Guide Articles COORDINATING AUTHORIZATIONS SERIES If you find yourself adding authorizations one by one to override individual actions whenever a plan exception is needed, this article is for you! Save yourself...
by Amber Steely | Feb 22, 2023 | Articles, Authorization System, Coordinating Authorizations Series
About the Authorization System Primary Concepts New User Guide Articles COORDINATING AUTHORIZATIONS SERIES The Authorization System gives you the flexibility to customize plans as much as needed. But as you make authorizations to meet various plan design needs,...
by Amber Steely | Jan 24, 2023 | Articles, Coordinating Authorizations Series
About the Authorization System Primary Concepts New User Guide Articles COORDINATING AUTHORIZATIONS SERIES Staying organized is key when managing authorizations. One way to keep organized is to use comment authorizations. These disabled authorizations are a quick way...
