Finding a Scheme

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For most SchemeServe Users the list of available schemes generated after click on the Schemes Icon from the Admin Tab will be enough to locate their scheme. However, if you have generated a lot of schemes there also some simple search tools to help you narrow the list down.

Finding a Scheme

  1. Log in to SchemeServe as an Administrator
  2. Click on the Admin Tab
  3. Click on the Schemes Icon
  4. Use the Drop Down Menus to Filter by Sold Direct or via Agents, Payment Method, and Visible or Hidden
  5. Select the Scheme you wish to View from the list on the left of the screen and Click on the Scheme Link

Video Tutorial

See Also:

Creating Schemes

Deleting Schemes

Editing Schemes

Hiding Schemes from Agent Use

Making a Scheme Visible for Agent Use