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CLER for NFC

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Adding a Carrier Plan Contact Record

The Add function allows users to add carrier plan contact records.

To Add a Carrier Plan Contact Record:

  1. Select the Carrier tab at the top of the CLER Main Menu.
  2. Select the Contacts option. The Contacts Main Page is displayed with the Carrier Contacts and Carrier Plan Contacts options.

    Contacts Main Page

  3. Select the Carrier Plan Contacts option. The Carrier Plan Contacts page.

    Carrier Plan Contacts Page

  4. Click Add. The Carrier Plan Contacts Add page is displayed.

    Carrier Plan Contacts Add Page

  5. Complete the fields as follows:

    Field

    Instruction/Description

    Carrier*

    Required

    Select the carrier code from the drop-down menu.

    Plan*

    Required, alphanumeric, 2 positions

    Enter the first two positions of the carrier enrollment code.

    Type*

    Required

    Select either General for an administrative contact or Technical for a technical contact from the drop-down menu. The Type code indicates whether the payroll office contact is an administrative contact or a technical contact.

    Role

    Optional, alphanumeric, 40 positions maximum

    Enter the title, position, etc., of the carrier contact/carrier plan contact.

    Name

    Optional, alphanumeric, 40 positions maximum

    Enter the name of the carrier plan contact.

    Address Line 1

    Optional, alphanumeric, 40 positions maximum

    Enter the first line of the carrier plan contact’s street or post office box address.

    Address Line 2

    Optional, alphanumeric, 40 positions maximum

    Enter the second line of the carrier plan contact’s street or post office box address.

    Address Line 3

    Optional, alphanumeric, 40 positions maximum

    Enter the third line of the carrier plan contact’s street or post office box address.

    City

    Optional, alphanumeric, 25 positions maximum

    Enter the name of the carrier plan contact’s city.

    State

    Optional

    Select the payroll office’s, carriers, carrier contact's, or carrier plan contact's State, U.S. territory, or overseas military abbreviation from the drop-down menu. For a list and descriptions of State, U.S. territory, and overseas military abbreviations, see State, U.S. Territory, and Overseas Military Abbreviations Table.

    Zip

    Optional, alphanumeric, 11 positions

    Enter the carrier plan contact’s ZIP Code.

    Foreign Country

    Optional

    Select the carrier plan contact’s country code from the drop-down menu. For a list and descriptions of country codes, see Country Codes Table.

    Phone Number

    Optional, alphanumeric, 25 positions

    Enter the carrier plan contact’s telephone number.

    Fax Number

    Optional, alphanumeric, 25 positions

    Enter the carrier plan contact’s fax number.

    Email Address

    Optional, alphanumeric, 60 positions

    Enter the carrier plan contact’s email address.

    Remarks

    Optional, alphanumeric, 400 positions maximum

    Enter remarks about this record.

  6. Click Add Record. If no errors occur, a pop up message is displayed to confirm the record has been added.
  7. Click OK to close the pop up.

    Note: To add another record, click Cancel to refresh the Carrier Plan Contacts Add page and complete the fields for the new record.

See Also

Maintaining Carrier and Carrier Plan Contact Records

Adding a Carrier Contact Record

Viewing a Carrier Contact Record

Viewing a Carrier Plan Contact Record

Activating or Inactivating a Carrier Contact Record

Activating or Inactivating a Carrier Plan Contact Record

Updating a Carrier Contact Record

Updating a Carrier Plan Contact Record

Deleting a Carrier Contact Record

Deleting a Carrier Plan Contact Record