Benefit usage (for Standard Benefits) can be manually tracked on the member's Benefit Tracking tab. Standard benefit items must be manually tracked. Event benefit items can be manually tracked, or the usage can be automatically updated if a Benefit Item Discount has been created for the item and tied to an event.
- For the desired member, click the Benefit Tracking tab.
- In the Benefit Tracking section, click the Record Benefit Usage button.
- Click the Record Usage for the desired benefit item.
- In the Assign Benefit Item Usage window, enter information about the member's benefit usage.
- Enter the Usage Quantity. This will default to 1 but can be changed as needed.
- The Usage Date will default to the current date.
- (Optional) Enter the name of the person who used the benefit in the Beneficiary Name field.
- (Optional) Enter further Usage Description of the benefit usage.
- Click Save Usage. Updates to the benefit usage will be displayed in the Current Benefits Summary and the Benefits Usage section of the member's Benefits Tracking tab.