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Site/Fund Codes

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 TUTORIAL - SITE/FUND CODES


 SITE/FUND CODES ON GUARDIAN DATA PAGE


 Site/Fund Codes can be found in 2 places on the Guardian Data Page

  1. After the emails - Current code will be displayed here and can be updated - edited or new code added.

  2. At the bottom of the page - The Site/Fund Code History is shown at the bottom of the page

 

 

 


 UPDATE BUTTON


 Click the Update button to either edit the current code or add a new code by clicking “Modify current code”

 

 

Editing current code.

  • Change the Start Date

  • Add / Edit “Notes”

 

 

“Modify current code”

  • Click this link to add a new code

 

 

  • Pop-up will display current code

  • Fields to enter the New Code and details will open up

 

 

After updating

  • Current code is updated and will be displayed

 

 

  • History table will show the new code added

 

 

 

 


 EDIT AND DELETING FROM THE HISTORY TABLE


 Edit and delete icons will be displayed for each code in the History table


Clicking the “pencil” (edit)

  • Edit the Start Date and/or Notes

 

 

Clicking the “trash can” (delete)

  • You will receive a warning to confirm that you really want to do this.

  • There is no undo

 

 

  • Code is removed




 REPORTS


 Reports have been updated that have Site/Fund Code filters

 How the Site/Fund Code filter works

  • Select 1 or more codes for the report date range you are running

  • Data in the report will be displayed for all codes that were active during the report date range

 

Attachments:
TUTORIAL-SITE-FUND-CODE.pdf TUTORIAL-SITE-FUND-CODE.pdf

 
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Article details
Article ID: 43
Category: Tutorials
Date added: 2018-05-11 09:49:03
Rating (Votes): Article rated 3.0/5.0 (2)

 
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