The Plan Export Wizard Screen allows you to speed up the process of creating an Export Row/Provision by allowing for quicker selection of fields.

• Items to Select & Selected Items: use these two areas to manually select data fields and calculated items for export. Select items from the Items to select list on the left and move them to the Selected Items list on the right by finding the applicable item on the list, clicking/highlighting it, and then pressing the blue Add-> button. Fields to be included in the export should be stacked in the Selected Items list in the same left-to-right order that you want them to appear in the export file.
  
  To remove an item from the selected list on the right, click/highlight it and then press the blue <-Remove button. An alternative method for moving an item from one list to the other is by simply double clicking on it. To select multiple fields at once, hold the Ctrl key while clicking/highlighting the items.
  
  Use the drop down box at the top of the Items to select area to filter the list of items for selection into a size that is easier to navigate based upon the type of field you wish to add. This filtering process helps facilitate the creation of the layout by speeding up the selection of fields. Choose from the following categories: Person Basic Information, Person Name/Address, Beneficiary Information, Payment Withholding, Person Other, User Information, System Items, Sponsor Contact Information, Account Definitions, Annuity Factors, Average Earnings, Benefit Payment Sets, Conversion Factors, Covered Compensation, Derived Dates, Formula Derived Items, Functions of Service, Service Definition, or Social Security Definitions.
  
  Note that for certain items (Person Name, Benefit Payment Set for example), an additional screen will appear upon clicking the green "check" button for you to select the specific details you wish to export for such items.
• Add All Benefit Calculation Items: check this box to quickly add to the export a preset list of standard items typically used for benefit calculation output, rather than choosing fields one-by-one in the boxes above.
  
  Note that fields are not added to the Selected Items box above but are instead added to the export upon clicking the green "check" button.
• Add All Benefit Statement Items: check this box to quickly add to the export a preset list of standard items typically used for benefit statement output, rather than choosing fields one-by-one in the boxes above.
  
  Note that fields are not added to the Selected Items box above but are instead added to the export upon clicking the green "check" button.