ServiceXG Basics

Add, update or delete correspondence participants

The steps below are performed in Correspondence Participants (on the Home session menu under the Codes and Criteria menu, Correspondence area).

Participants identify the person the operator interacted with, such as a member, dependent, employer, etc. The correspondence participants added display in the Correspondence Viewer With list.

Add a correspondence participant

Press Enter to move through the fields or after typing a command at the Select line.

1. In the Code field, type a new correspondence participant code.
2. If you don't know the code, type ALL and then the sequence number for the code you want.
3. In the Description field, type a description of the code.
4. At the Select line, type F to file the changes.

Update a correspondence participant

Press Enter to move through the fields or after typing a command at the Select line.

1. In the Code field, type the code you want to update.
2. At the Select line, type 1 and then type a new description in the field.
3. At the Select line, type F to file the changes.

Delete a correspondence participant

Press Enter to move through the fields or after typing a command at the Select line.

1. In the Code field, type the code you want to delete.
2. At the Select line, type D to delete the item.
3. At the message, type Y to confirm the action.

SEE ALSO