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Relocation Exception Import - Running Import

The Relocation Exception screen is available at both the system and the company level. To run a system-level import, click on the Configuration tab and locate the Import Data menu item under the Impor

Updated over 2 weeks ago

The Relocation Exception screen is available at both the system and the company level. To run a system-level import, click on the Configuration tab and locate the Import Data menu item under the Import / Export menu group. The company-level version can be found by selecting a company and then locating the Import Data menu item under the Processes menu group.

The Relocation Exception Import allows users to add or import Policy Field Exception without a relationship to the Policy Field Id. It uses any of the documented Assignment Identifiers.

The data fields available for import are displayed and can be seen on the Policy Benefits/Exceptions screen.

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