Defining Communication Types

You define, update, and delete communication types in the Communication Types window. You complete your communication type definition by defining communication triggers, usages, and delivery information.

arrow icon   To define a communication type:

  1. Enter a Name for the communication type you are defining.

  2. Optionally, enter a Short Name for this communication type.

    Note: Short names are also used to maintain instruction text for regions of self-service enrollment web pages. You must enter the short name in the following format: PREFIX.REGIONNAME. Exclude the PREFIX prefix from the regionname portion of short name.

    See: Benefits Enrollments for a list of the required short names for each web page region.

  3. Select a To Be Sent code or rule that defines when the communication should be sent relative to a life event or a given point in the enrollment cycle.

  4. Select a kit code in the Part of Kit field to specify whether this communication is a single item (a piece), or one of several communication items in a kit.

  5. Check the Inspection Required field or select an Inspection Required Rule if this communication must be inspected before it is delivered.

  6. Check the Always Send field if this communication should always be sent whenever it is requested or triggered.

    Alternatively, enter the maximum number of times this communication can be sent in the Max Number Available field.

  7. Check the Track Mailing field if the system should track the delivery status of this communication.

  8. Select the Inactive Flag check box to determine if the communication is no longer used and should not be assigned to persons, even if the usage and trigger requirements are met.

  9. Enter the maximum number of communication that a person can receive of this communication type in the Max Number Available field.

  10. Select a Communication Type Rule that further refines the definition of this communication type.

  11. Select a Usage type that categorizes this communication.

    Example usage types include Reminder to Act and Confirmation of Action.

    Note: Select a usage type of Self Service Instruction Text if you are configuring a self-service web page.

  12. Select a Recipient Code that limits the type of benefits participant to whom this communication is being sent, such as a dependent.

  13. Enter a Description of this communication.

  14. Save your work.