top of page
Contact Tab

Participant - Transaction History

Home > Participant 

transaction History.JPG

Transaction History includes all history related to the employee's and enroller's actions for each enrollment (i.e., starting, continuing, completing enrollments, or emailing confirmation statements etc.) 

 

By default, the tile will be grouped by available enrollment transactions. To remove the enrollment (transaction) grouping, you can use the UNGROUPED/GROUPED toggle on the right.

​

The embedded transaction history table will have the following columns and can be expanded to reveal additional content.

Date - Date in which the action occurred

Time - Time in which the action occurred

Performed By - Who completed the action

Action Taken - What action was completed for that specific row for the table

Description - What action occurred

​

©2018 Winston Benefits. All Rights Reserved.

bottom of page