Search for Benefits

After you add a benefit to the Benefits Catalog, you can use a search screen to locate and select the benefit, such as to add it to an appeal. When you search for a benefit, you can make the search broad or specific, depending on the criteria you select. To get the results you need, we recommend you be selective in your search criteria and use detailed information such as name and category. You can also select to include only benefits with either monetary or percent values.

When you enter your search criteria and select Search, the program searches the catalog for benefits that match the criteria. Under Results, the benefits that match the criteria appear. Depending on the search criteria you enter, the search may return one benefit or many. Under Results, select the benefit to use and select Select. If the benefit does not appear in the search results, you can select Add to add it to the catalog.