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Overview


This section describes the various methods for finding group products in the SmartBenefits module.


Searching from the Search Box


  1. In the Search box, select Resource > Group Product from the drop-down list.
  2. Do one of the following:
  • To find a specific group product, enter a full or partial product name in the adjacent field. A menu listing matching products displays. Select a product from the menu to open that product record, or click the Search button to display all matching products in a list format.
  • To display all group products, leave the adjacent field blank and click the Search button.

Searching from the Side Menu


  1. In the SmartOffice side menu, select Insurance and then select Group Products from the expanded menu. The Search Group Products dialog box opens.
  2. Do one of the following:
  • To find a specific group product, enter criteria such as the product name, carrier, product type and product status to narrow down the search.
  • To display all group products, do not enter any search criteria.
  1. (Optional) Specify a filter to narrow down the results further.
  2. Click the Search button.

Group Products List


The results of a group product search are displayed in the Group Product List. Click a first-column hyperlink to view and/or edit a group product.