Riders Administration
Overview
To add a new rider, or edit, copy, or delete an existing rider, follow the instructions below.
Access Rider Administration
1. Click the Administration link on the main navigation bar.
2. Then click on the Application Management sub-menu option, and select Riders.
The Rider Administration screen displays, showing you a list of existing Riders.
Add a Rider
1. To create a new Rider, click the Add Rider icon at the bottom of the screen:
2. Fill in the following fields. Required fields will be noted with a red asterisk. *
3. Click OK to save your changes and exit the modal window.
Create Rider-Specific Questions
You can create Rider-specific Questions that will appear when this Rider is added to an Application. Case Managers will be prompted to answer the Rider Questions, and the Answers are stored and used to track the details about the Rider being added to the case. For example, you can track the number of Child Rider units associated with a Child Term Rider.
1. Right-click then select Questions to add new Rider-specific Questions or edit existing Rider-specific Questions:
The Rider Question Administration modal window displays.
2. Click the Add Question button to add a new Rider-specific Question.
3. Fill in the Question, Data Type, and Required fields. Required fields will be noted with a red asterisk (*).
4. Click the Save Question button to save your changes.
Edit Question Order
Once you add questions using the Question Administration screen, you can determine the order in which the questions will appear on the screen, to the Case Manager adding the Rider. This option allows you to order the Questions in a logical sequence.
1. Drag and Drop the Questions in the order you’d like them to appear on the screen.
2. Once you have your questions ordered, click Save Order.
Edit a Rider
1. Right-click and select Edit to modify an existing Rider. You can edit any of the fields displayed.
Delete a Rider
1. Righ-click then select Delete to remove an existing rider.
