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Access Plan Assignment Rule

2 views 0 June 16, 2021 kbadmin

You can access the Plan Assignment Rule sub-module by clicking Plan Setup > Plan Assignment Rule from the LHS menu. Upon clicking this link, the Plan Assignment Rule page is displayed as depicted in the following figure:

The Plan Assignment Rule page displays the existing list with details such as Rule ID, Model From Payee ID, and Model From Plan ID.

You can click  the  button to view the additional fields such as Modified Date, Created Date, Rule Description, Rule Documentation, and Model From Plan Start Date.

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