Tools and Tables Ribbon Commands
Use these commands for Worktrack, notes, payments, performance tools, funds, validation, and actuarial tables.
Tools — Worktrack/Notes
- Manage Worktrack: View and Manage Worktrack Tasks.
- Manage Notes: View and manage Person Notes.
- Worktrack Report: Generate a report showing Worktrack Task activity.
- Notes Report: Generate a report showing Person Notes that are stored for the opened Person, opened Sponsor, or all Sponsors (if no tabs are opened).
Tools — Payment Processing
- Process Payments: Process benefit payments for participants.
- Payment Listing: View a report showing benefit payment activity.
Tools — Performance
- Speed Test: Test database performance for this device.
Tools — Employer Contributions
- Manage Funds: Manage multiemployer contributions for the opened Sponsor.
- Contribution Funds: Review the contribution-fund records managed for a Sponsor.
Tools — Validation
- Validate Item: Display validation errors for the selected item.
- Person Validation: Review validation results for a Person.
- Sponsor Validation: Review validation results for a Plan Sponsor.
- User Validation: Review validation results for a DB Precision user.
- User Group Validation: Review validation results for a user group.
Tables — Mortality
- Mortality: View and edit all available mortality and mortality projection tables.
Tables — Other Decrements
- Termination: View and edit all available termination rate tables used in the measurement of participant liabilities.
- Disability: View and edit all available disability rate tables used in the measurement of participant liabilities.