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Adding and Editing Plan Services Provided Information

This article explains the process of adding and editing Services Provided to a Plan in PensionPro.  Plan Services can be used to add identify different services provided to your Clients.  For example, Full Administration, Investment Services, Tax, or Distribution Withholding Services.

Tier Availability: All Product Tiers
Security Rights Required: Add/Edit Plan

 

Add Plan Services:

  1. Search for and open the Plan and click on the Services Provided sub-tab.
  2. Click on the Add button on the right of the grid. A slider will appear.
  3. Choose the appropriate Service from the dropdown menu and click Save to add the Service. 
  4. The Service will now show on the Services Provided Grid.

Edit Plan Services:

  1. Search for and open the Plan and click on the Services Provided sub-tab.
  2. Click on a Service from the grid to highlight it then click on the Edit button on the right of the grid. A slider will appear.
  3. Choose the appropriate Service from the dropdown menu and click Save to add the Service. 
  4. The Service will now show on the Services Provided Grid.

Delete Plan Services:

  1. Search for and open the Plan and click on the Services Provided sub-tab.
  2. Click on a Service from the grid to highlight it then click on the Delete button on the right of the grid. 
  3. Confirm deletion by clicking "Yes." The Service will be removed from the grid.

If a Service is not available on the drop down, a new Service Provided can be created in List Values. 

To create a new Service Provided List Value:

  1. Click Maintenance/List Values.
  2. Select the Plan Sub-tab.
  3. Select the Service Provided from the List Type dropdown. 
  4. Click the Add button. A slider will appear.
  5. Enter a Display Name (Service) and Description of the Service.
  6. Click to Save.

 

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