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Table of contents
CHAPTER 2- PRESENTATION OF SOFTWARE ELEMENTS
A. Definitions
B. Definition of information blocks and corresponding buttons used throughout the screen
C. Definition of additional buttons (for the Management of benefits module)
D. Field display and Search option
E. On-line Help
Using the mouse, you can make a selection using the command bar or the buttons.
You will note that each button has been numbered, as referred to in this manual.
Under sections I and II, we indicate exactly where you will find the information specific to each button.
A.1 Mouse: Tool used for:
1. Pointing an element, which displays contextual help (small yellow bubble with information);
2. Dragging, i.e. taking an element and moving it to another location;
3. Moving an element (click on an element, keep the mouse’s left button pressed, while moving the mouse pointer).
Left button: If you click once on an element, it allows you to open it. Double-clicking directly accesses a file.
Right button: Brings you to a complementary list of available options, depending on where you are and which operation you just made.
A.2 Button: Corresponds to an icon or to access an additional selection, i.e. an option or a menu. By clicking on a button, you can access information contained in that element.
A.3 Title area:
Always corresponds to the first line of information appearing in the upper portion of the screen. Identifies the module and version in which the operator is. If you double-click on that information line or if you use the maximize window function, it will then be possible to maximize (or to minimize) an information screen, which will give you a better perspective on interventions to be done.
A.4 Main Menu Line:
Corresponds to the second line of information appearing in the upper part of the screen. Accesses drop-down menus; when you click on the indicated option, a series of complementary options are displayed on the screen. You will note that, for each option, the first letter identifying it is underlined. With that feature we can access the option either by clicking on it or by using the ALT + underlined letter key (ex: ALT E, the system will automatically open the Management menu, etc.). It is in fact a fast access key from the keyboard, making it unnecessary to leave the keyboard to access a selection with the mouse.
A.5 Scroll box:
Here is what is called in our language a scroll box. With this function you can browse freely within the current list or screen. The scroll box can be vertical or horizontal in your screen, it has the same definition.
There are three (3) ways to move around in the scroll box. With the up-arrow and down-arrow (i) you scroll on a unique and selective base, that is to say you move up or move down one element at a time. You may click anywhere in the spin control between beginning and end to move up or down whole blocks. You can also use the drag button (ii) by clicking on it and holding down the mouse button.
The list will then scroll at a certain speed, depending on the speed with which you move the mouse. Just release the mouse button when the desired information appears in the screen.
The lateral scroll box works in the same way.
The scroll box function is available in many screens; it is a very interesting tool to use.
A.6 Radio button:
Many screens have a choice of buttons; they indicate that you must click in the circle which corresponds to your choice.
A.7 Selection box:
Defines if an element is active or inactive, applicable or non-applicable.
A.8 « Allegroupe Help» button (button 23):
This button takes you directly to the help menu designed especially to assist, guide and inform the user. See Section I, Chapter 2 – F.
A.9 Compulsory and suggested Fields:
For a compulsory field where information must absolutely be registered, the information field will be in red. For a field where it is strongly suggested to enter data, the field will then have a yellow background.
(a) Option allowing to open a file. A file can be opened by clicking directly on the file or by selecting the desired file and then clicking on button 1.
(b) Option allowing to close a file.
In order to simplify and standardize all activities pertaining to different departments, the Search and Print options are linked to the activated service. The user will thus have direct access to a relevant selection. It is therefore important to select the service and then to call the Search or Print functions.
(c) Activates the search function based on the activated service. See Section I-D.
(d) Commands an available print choice based on the activated service.
(e) Each printer has a list of properties related to available print options. Consequently, it is important to select the printer model used and to make print choices particular to your company.
(f) To choose the operating language. See B.4.e – Language editor (each licensee can adapt messages according to his needs).
(g) To quit the program.
B.2 Services (Alt S)
These options are equivalent to button 12 through 22.
(a) To manage all company parameters. See Section II-A.
(b) To manage all employee parameters. An « employee list editor » accelerator (See B.4.c) for employee management is available for quick manual implementation of employee files.
That module can also be very useful to manage grouped activities such as seasonal layoffs, salary adjustments or personal guaranty modifications. See Section II-C.
(c) To manage all parameters and benefits specific to the company’s contract. See Section II-B.
(d) Used by the group benefits advisor to manage all requests for tenders, comparison analysis, project export and import management. The accepted files can be converted into contracts, while contracts can be converted into projects. See Section II-D.
(e) To manage all parameters specific to insurers.
(f) To manage all parameters pertinent to group benefits advisors.
(g) To manage all parameters related to banking institutions. For the time being, it serves only a documentary purpose.
(h) Accesses all information related to past billing. One can find all details classified by chapter for each employee, individually, combined, by division or by class. Six print reports are available to insurers or clients. It is even possible to generate the movements list.
(i) Accesses, on screen or on paper, the benefits deduction tables.
(j) For virtual calculations for an employee, individually or for all, on the basis of various parameters. This calculation function examines different hypothesis and should one hypothesis be accepted, just apply the appropriate hypothesis in permanent or current mode.
These functions are interactive with the activated program.
(a) To generate a blank file to add a new transaction.
(b) Access to a file is on a read-only mode so as to avoid accidental data modification. Activation of this option will create a new active iteration of data and will save a copy of the information in a history file. Historic data can always be accessed by using the arrows ß à.
(c) To delete a record. Note that in self administration mode, a processed transaction cannot be deleted.
(d) To save the newly generated or modified record. IMPORTANT: Do not forget to activate.
(e) To cancel the last modifications made to the record.
(f) Used so the system can once again display a screen after a series of modifications intended to preview repercussions on other fields.
(a) Extract the required data of ALLEGROUPE based on the type of data export.
(b) Import selected file from a third party.
(c) This is an accelerated tool for employee management, for quick manual implementation of employee files. This module can also be very useful for grouped activity management such as seasonal layoffs, salary adjustments or personal benefit modifications. See II-C.2.
(d) Ensures an electronic link with a client file. A standard import format is available so the client may ensure automatic transfer of data already contained in other files.
(e) ALLEGROUPE supports a bi-directional electronic link (import/export) towards pay systems. The module, standardized for ADP, lets you activate parameters and processing.
(f) It can:
· Check the list of files awaiting adhesion, automatically process every file and generate movements, if you selected automatic activation based on the date of hiring. See II-B.1.d.
· Generate movements (that option is currently in its development phase).
(g) This is a sophisticated module through which the client can customize all messages displayed in ALLEGROUPE. Use this option only if you are an experienced user, since replacing a message by another inappropriate one could make the whole operation confusing and tricky. If there should be a problem, there is an option which makes it possible to return to MDI default values.
(h) Allows the editing of various parameters (ex.: province code, province sales tax, etc.).
(25) Generates new flexible plans if the management option (II-B.1.g) has been activated.
(26) Browses through the registration historical data.
(27) Accesses the plan bank where various plans have been saved with button (28). This button is only available in plan management mode. When you access the option, the Import button (29) becomes available in order to apply the headline selection.
A bank of the most standard plans is automatically provided with the MDI system, courtesy of Yves and Huguette Boutin
(The Laurentian Financial Services).
(28) Saves the headline plan in the bank of plans. By default, the system will give the name DEMOVIE##, where the ## corresponds to the next sequential number. Each plan name must be unique. You may access the bank of plans (with button 27) to modify the plan name, which will then become your reference name. Accessible only in plan edition mode.
(29) Applies, from the bank of plans, a plan to your plan management activity. The button is active only after having accessed the bank of plans with button (27).
(30) Stores in the clip board all the active information when you click on this button.
(31) Stores the information (re: button 30) in the headline plan.
(32) Applies the changes to all locations (divisions/classes) in the same benefit. This option is particularly useful when a benefit modification and a set of benefits are identical for all locations.
(33) Accesses a coverage list and additional information. This option is available for the following benefits: DMA, health insurance and dental care.
(34) Accesses complementary information on paramedical services. This option is available with the health insurance benefit.
(36) In benefit mode, the selection box activation will activate the headline benefit, thus allowing access to button (37) of the benefit.
(37) Accesses management of benefit details if active. In “Employee list editor” mode (see Section II-C.1 - screen II-C.2)
(38) Exports information in ASCII mode to a standard text file.
(39) Exports information to the standard Group file.
(44) Imports information from the ALLEGROUPE software standard file for processing or validation.
(40) Generates a new employee file. Useful when creating a new group.
(41) Accesses the configuration module to visualize fields (screen II-C.2.1). That screen manages the list of available fields during the creation or maintenance of an employee base. The customization of the required fields, in addition to the option which positions fields in the necessary sequence by the manager, are designed to be very efficient tools. Many templates may be saved as formats regularly used by clients.
MDI provides some basic templates (see screen II-C.3):
1. Minimum criterion for a project request;
2. Minimum criterion for self administration;
3. Minimum criterion for self administration including optional coverage.
While list 1 is the absolute required minimum and should not be modified, lists 2 and 3 must be modified to reflect the exact conditions of your contract.
It is advisable to use these lists to verify once more the fields which could have been omitted and would have a direct impact on calculations or on risk evaluation.
(42) To save answers on the active line as a default value.
(43) To activate/deactivate default values used as answers, which have been selected from a predefined list saved beforehand (with button 42).
This option searches the active activity (Company, employee, etc.).
(a) All searches can be done from the available fields list displayed under (c).
(b) When you indicate characters corresponding to search items, the displayed list will be automatically limited to elements containing corresponding information defined in (d).
(c) Each of the fields in the title line can be moved to the location you choose. Just point, click and hold the mouse button down while you drag the field to the desired location. If you place your selection in the first column, the file will then be sorted in the order the information is listed in that particular field.
(d) Available elements from which searches will be generated.
The ALLEGROUPE software comes with online help. This option has been designed especially to assist the user, if necessary, in navigating through the software. The documentation is of the “reference” type, making it possible to get precise information on each field of the management system.
Information can be accessed by keyword(s) (Index) or by hyperlink(s), which are easily recognized by their green writing.
Index Tab:
You can search for a keyword by clicking on the Index tab. Write the word in box 1 and if this word is found in the system, it will automatically appear in box 2. To obtain information on that word, just click on ‘Display’ or double click on the word.
Summary Tab:
The Summary tab accesses the search screen where you can search using the ALLEGROUPE icon, opening it using the Open key or by double clicking on the icon. Then, choose the desired sentence. The tab Index works as has been previously explained. The Search tab assists your search. With this assistant you can:
1- Minimize the data base size;
2- Maximize search capacities;
3- Customize search capacities.
Previous Tab:
Goes back to the previous selection.
You can access the Company search list and its subsections at any time.
The File menu contains the following subsections:
§ Open
§ Print heading
§ Exit
The Edition menu contains the following subsections:
§ Copy
§ Annotate
The Options menu includes the following subsections:
§ Help always on top:
- By default
- On top
- Hidden
§ Display the history of previous queries
§ Font (character format) :
- Small
- Normal
- Large
§ Use the system colours
The «?» displays the software version.
The beauty and efficiency of this module is that you can access hyperlinks, which appear in the form of a hand when you position the mouse on the word. Click on that word and the system will bring you directly and instantly to the desired information.
