Designation Manager

The article briefs us about how to manage designation in Deskera e-Claims. Designation Manager includes adding new designations, Editing and deleting existing designations and exporting the list of designations available in e-Claims

Prerequisites:

1. You have your Deskera eClaims application URL in place.
2. You are the administrator of the eClaims application.
3. Ensure Stable Internet Connectivity.

Add Designation

Step 1: On the e-Claims Dashboard, click on Designation Manager under the Administration widget.

Fig. 4.2.2.1 e-Claims Dashboard

Step 2: Click on new to create new designation

Fig. 4.2.2.2 Designation Manager Window

Step 3: Fill in the Designation and Department name and click on submit.

Fig. 4.2.2.3 Add Designation Wizard

Step 4: Click on ok to complete creating new designation.

Fig. 4.2.2.4 Add Designation Confirmation Message

Edit Designation

Step 1: On the e-Claims Dashboard, click on Designation Manager under the Administration widget.

Fig. 4.2.2.5 e-Claims Dashboard

Step 2: Select the designation and click on edit to edit designation.

Fig. 4.2.2.6 Designation Manager Window

Step 3: Update in the Designation and Department name and click on submit.

Fig. 4.2.2.7 Add Designation Wizard

Step 4: Click on ok to complete editing designation.

Fig. 4.2.2.8 Edit Designation Confirmation Message

Delete Designation

Step 1: On the e-Claims Dashboard, click on Designation Manager under the Administration widget.

Fig. 4.2.2.9 e-Claims Dashboard

Step 2: Select the designation and click on delete to delete the designation.

Fig. 4.2.2.10 Designation Manager Window

Step 3: Click on OK to confirm deleting designation.

Fig. 4.2.2.11 Delete Designation Wizard

Step 4: Click on ok to complete deleting designation.

Fig. 4.2.2.12 Delete Designation Confirmation Message

Export

Step 1: On the e-Claims Dashboard, click on Designation Manager under the Administration widget.

Fig. 4.2.2.13 e-Claims Dashboard

Step 2: Click on Export and in the drop down menu, choose the required format. You can find the downloaded file in the downloads

Fig. 4.2.2.14 Designation Manager window