Overview
- This job aid shows you how to use the Ben Admin Process Status Pivot Table.
- The pivot table shows the current status of BAS events in a graphical chart format.
- You can drill down into individual events to manage them.
- You can use this report in lieu of the:
- Report on Flagged Items
- CSU Process Status Report
View the Pivot Status Table
Step 1: Navigate to the Pivot Status Table
- On the CSU Administrator Home page, open the CSU Benefits Administrator tile.
- Expand Ben Admin Processing Status.
- Open CSU BAS Schedule.
Be patient: The pivot table can take some time to display.
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Step 2: Examine the chart.
- The chart shows all of the BAS Events that you have access to. If you work at multiple campuses, the chart includes BAS Events from both campuses.
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Step 3: Optional: Limit the chart to one Process Schedule ID.
- Select the Schedule ID
- Click Search.
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Use filter options
Use filter options to limit the chart to items of interest.
Step 1: Optional: Select Process Type to change the view:
- Select the Process Type
- Click Search
Process types:
- Event Status
- Flagged items
- Process Status
- In this example, selecting Event Status displays event statuses.
Step 2: Optional: Select additional filters.
- Check the boxes to limit the chart to these filters
- Click More to see more options.
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Drill down
Step 1: Click a chart element to drill down and open a table showing selected BAS Events.
Step 2: Click the Employee ID to open the BAS Event in On-Demand Event Maintenance so you can review and resolve the issue.
Download data
Step 1: Export filter data:
- Click the Gear icon.
- Select Export Filtered Data.
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Step 2: Select the format.
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Step 3: Click Done.
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The file is downloaded to your browser's default download folder.
End of Article
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