Clear Concepts

Benefit Changes Workbench

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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, then generate the downstream checklist.

Change Information
Source Details
Ownership

Generated Impacted Items

These come from impact templates. Tasks begin unassigned and can be claimed in the Task Queue.

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