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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 a firm's Plans. For example, Full Administration, Investment Services, Tax, or Distribution Withholding Services could be specific Services Provided to a Plan.
Tier Availability: Core, Essential, Premium, Track, Team, Business
Security Rights Required: Add/Edit Plan
Menu:
- Creating Service Provided List Value
- Add Plan Services
- Edit Plan Services
- Delete Plan Services
- Add Plan Services to Multiple Plans at Once
Services Provided for a Plan can be found on the Services Provided tab, located to the left side of the Plan Details > Home tab in PensionPro.
Creating Service Provided List Values
Security Rights Required: Maintenance
Before Services Provided can be applied to a Plan, they must be added as a List Value.
- From the Application Menu, click Maintenance > List Values.
- From the Core tab, click the Plan Sub-tab to the left of the screen.
- Select the Service Provided from the List Type dropdown.
- Click the Add button to the right of the Services Provided grid. A slider will appear.
- Enter a Display Name (Service) and Description of the Service. Make sure the List Value is marked as Active.
- Click Save.
Add Plan Services
- From the Plan Details screen, click on the Services Provided sub-tab.
- Click on the Add button to the right of the grid. A slider will appear.
- Choose the appropriate Service from the dropdown menu and click Save to add the Service.
- The Service will now show on the Services Provided Grid.
Edit Plan Services
- From the Services Provided grid, click once on a Service to highlight it.
- Click on the Edit button to the right of the grid. A slider will appear.
- Make necessary edits to the description or choose another Service from the Dropdown
- Click Save to update the Service.
Delete Plan Services
- From the Services Provided grid, click once on a Service to highlight it.
- Click on the Delete button to the right of the grid.
- Confirm the deletion by clicking Yes. The Service will be removed from the grid.
Add Plan Services to Multiple Plans at Once
Users can add a particular Service to multiple plans at a single time by using the Services Provided Power Tool. For directions on how to use this power tool please refer to Using Power Tools.
Users can also import Services Provided to multiple plans at a single time by using the Services Provided Import Power Tool. For more information on how to utilize this Power Tool, please refer to Using the Services Provided Import.