Clear Concepts

Benefit Changes Workbench

Sign in with your invited Clear Concepts account.

Clear Concepts Benefit Changes Workbench

Dashboard

See high-level changes separately from the individual system and collateral tasks they create.

Open Tasks by Client

Open Tasks by Benefit

Open Tasks by Destination

Open Tasks by Owner

Review/Edit Change

Edit an entered change, add missed impacted areas, or cancel a change without digging through the task queue.

Enter Change

Capture the source change once, apply it to one or more clients, then choose the language needed for each downstream task.

Change Information
Apply To

Select every client that needs this change. The app creates one linked client change for each selection.

Source Details
Ownership

Impacted Areas, Language, and Task Assignment

Check language only where that system or collateral needs a separate task. Optionally assign each task now, or leave it unassigned for Task Queue.

Creation Preview

Read-only summary of the client changes and tasks that will be created.

0 client changes | 0 tasks

Task Queue

Choose the tile for the system or collateral you update, then scroll down to see the task details and work through only those related changes.

Final Review

Review tasks marked Ready for Review, complete the final quality checks, then mark the task completed.

Templates and Lists

Dropdowns and default impacted-item templates are read from Excel.

Impact Templates

Lists

Field Guide

Confirm Action