Steps for Replicating a Calculation Exception, Calculation Indicator, or Calculation Parameter

Once an assignment source has been replicated (copied), the Calculation Exception. Calculation Indicator, and/or Calculation Parameter records can also be replicated and customized. Note: This procedure can only be done on replicated assignment sources.

To replicate (copy) calculation exceptions, calculation indicators, or calculation parameters, complete the following steps:

1. From the Configuration section>Assignment card, select the Assignment Source screen. Search for and select the replicated assignment source record.
2. In the left pane, select either the calculation exceptions, calculation indicators, or calculation parameters button to display the options.
3. Check the box to the left of the options to be replicated. Clicking on the box alternately adds and removes a check mark.
4. Select the Replicate button from the left pane. A copy of each of the selected options is created, which replace the original options. Note: To reinstate the standard options, check the box to the left of the replicated objects and click on the Revert button. The original options will replace the replicated options.
5. The name of the replicated option is created by the system with the classification of Replicated included in the description. In the Original Indicator/Parameter/Exception field, the description of the replicated object is displayed.
6. Click on the down arrow to open and view the replicated record.
7. The Description Template field displays the description of the original object. This can be updated. Note: Use the Replace feature to replace a selected word or phrase from the original description to a different word or phrase in multiple selected objects. Complete the following steps.

   The label describing this assignment record. In a Replicated exception, this field displays the description of the original record used as a template. The description of the original exception can be updated to make the description unique to the replicated record.

   1. Check the box to the left of each record to be updated. Clicking on the box alternately adds and removes the check mark.
   2. In the left pane, click on the Replace button.
   3. In the Find What field, enter a word or phrase that is included in the original description which is to be updated.

      Enter a word or phrase that is included in the original description which should be replaced. This value is currently displayed in the Description Template of a replicated indicator, parameter or exception.

   4. In the Replace With field, enter the word or phrase that should replace the value entered in the Find What field. The updated description appears in the Description Template field of the General screen and also in any Description Template fields on the Value Descriptions tab. See step 9 for more information on this tab.

      Enter a word or phrase that should replace the values entered in the Find What field. When the replacement is completed, this word or phrase will be displayed in the Description Template in place of the word or phrase entered in the Find What field.

   5. Click on the Search and Replace button. See the screen prints below showing the field before and after replacing the values.
8. Enter a Group Name to group these indicators together under a heading. Note: This can be a new value; it does not need to be one currently set up.
9. Click on the Value Descriptions tab
10. The descriptions of the indicator/parameter/exceptions value options were updated with the Replace feature on step 7. Any additional updates can be made to the Description Templates for any of the fields.
11. Click on the Save button at the bottom of the screen to save the changes.

Find What

Enter a word or phrase that is included in the original description which should be replaced. This value is currently displayed in the Description Template of a replicated indicator, parameter or exception.

Replace With

Enter a word or phrase that should replace the values entered in the Find What field. When the replacement is completed, this word or phrase will be displayed in the Description Template in place of the word or phrase entered in the Find What field.