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Home > Introduction > Release History > Changes to Help Manuals > Release 4.1.1

Release 4.1.1

Index

Book

Sub-book
(if applicable)

Topic

Details of change

 

System Setup

Global Data

Overview

The positioning of this topic has been corrected.

CC108

System Setup

Batch Runs

Maintain Batch Schedule

Some screen images have been replaced, and additional wording has been added to some of the notes.

A note and some screen images have been added near the end of the section headed "Report criteria".

CC108

System Setup

Batch Runs

Batch Structure List

The screen image has been replaced.

CC103

Security

External User Registration

Registration

Under the heading "Create person in GUI", the "Client List Details" screen image has been replaced, and a description for "Tax Number" has been included in the table of descriptions below it.

 

Scheme Launch Process

Scheme Update

Scheme Update Type: Bank Accounts

The positioning of this topic has been corrected.

CC108

Scheme Launch Process

Scheme Update

Scheme Update Type: Expenses

Under the heading "Scheme expense rule", the "Scheme Expense Rule Details" screen image has been changed, wording has been added to the table of descriptions below it, and a matrix of value combinations has been included at the end.

New sections headed "Premium factors", "Expense scale", "Coding the scale" and "Expense calculation and billing" have been added.

CC106

Scheme Launch Process

Scheme Update

Scheme Update Type: Maintain Scheme Benefit Rules

Under the section headed "Benefit product", the "New Benefit Product" screen image has been replaced, and in the table of descriptions, wording has been changed for the explanation of "Formula Type", and "Payable / Insured ?" has been replaced by "Risk Grouping".

Under the section headed "Define the benefit packages linked to each event", screen images and wording has been changed.

The note has been expanded to include more information in the table of examples.

New sections headed "Define the calculation for each benefit product", "Defining formulae on the system", "Using the Package / Benefit Product Allocation window" and "Using formulae and operands" have been added.

CC103

Monthly Member Data and Contribution Cycle

Capturing Membership Data

Investment Splits

Some text has been reworded, and screen images have been replaced.

CC108

Monthly Member Data and Contribution Cycle

Income Administration

Submitting Batches

The "Income Administration Home Page" screen image has been replaced.

CC108

Monthly Member Data and Contribution Cycle

Income Administration

Billing for Outstanding Contributions

All the web screen images have been changed.

CC108

Monthly Member Data and Contribution Cycle

Income Administration

Expense Calculation and Billing

This new topic has been added.

CC104

Monthly Member Data and Contribution Cycle

Reports

Amendments by Type Report

The salary amendment screen image, and the text just before it, has been changed.

CC106

Benefit Payment Processing

 

Capturing of Exit Notifications

An addition has been made to the note for "Cash Percentage" in the table of descriptions under the heading "Payment allocation".

The first screen image under the heading "Authorise input data" has been replaced.

CC103

CC107

Benefit Payment Processing

 

Benefit Payment Authorisation

The "Client List Details" and "List of Memberships for a Person" screen images have been replaced.

CC103

CC107

Member

 

Persons

Wording has been added to the introductory paragraph.

The "Client List Details" screen image has been replaced, and a description for "Tax Number" has been included in the table of descriptions below it.

Under the section headed "Viewing a list of memberships", wording and screen images have been changed.

A new section headed "Viewing a list of relationships" has been added.

CC108

Reporting Administration

 

Batch Runs

The "Income Administration Home Page" screen image has been replaced.

CC109

Reporting Administration

Business Transactions

Report

Details of another column have been added to the list.

CC105

Auxiliary Activities

Data Conversion Utility

Overview

A note has been added just before the heading "General features".

CC106

Supplements

Scheme Launch Coding Sheet

Scheme

Additional fields have been included in the table under the heading "Benefit Products".

Text has changed under the heading "Type of Scale" below the table.