Rate Type Grouping
Setup a Grouping for a Rate Type in RMS.
Groupings simplify reporting on multiple related items by a pre-allocated Group Heading.
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Information
-
Setup
- Add Button
Information
Groupings simplify reporting on multiple related items by a pre-allocated Group Heading.
Rate Type Groupings can be used to track performance of Rate Types individually or collectively by allocating a Grouping to each Rate Type in RMS.
Rate Type Groupings can also be setup to use on certain reports in RMS.
Rate is a System Label that can be customised.
Users will require Security Profile access to use this feature.
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Setup
- Add Button
Setup
Have your System Administrator complete the following.
- Go to Setup > Lookup Tables > Grouping in RMS.
- Select the
'Add' icon. - Select 'Rate Type' as the Group Heading.
- Enter the Grouping Description.
- Save/Exit.
- Go to Charts > Rate Manager in RMS.
- Select the
'Rates' icon. - Select Rate Types.
- Select an existing Rate Type and choose 'Edit'.
- Select a Grouping.
- Save/Exit.
-
Guide
- Add Button
Guide
Go to Setup > Lookup Tables > Grouping in RMS.
Select the 
'Add' icon.
Select 'Rate Type' as the Group Heading.
Enter the Grouping Description.
Select 'Save/Exit' to store the changes made and leave the setup.
Go to Charts > Rate Manager in RMS.
Select the 
'Rates' icon.
Select Rate Types.
Select an existing Rate Type and choose 'Edit'.
Select a Grouping.
Select 'Save/Exit' to store the changes made and leave the setup.
Setup
Have your System Administrator complete the following.
- Go to Setup > Lookup Tables > Grouping in RMS.
- Select the 'Add' icon.
- Select 'Rate Type' as the Group Heading.
- Enter the Grouping Description.
- Save/Exit.
- Go to Charts > Rate Manager in RMS.
- Select the 'Rates' icon.
- Select Rate Types.
- Select an existing Rate Type and choose 'Edit'.
- Select a Grouping.
- Save/Exit.
-
Guide
- Add Button
Guide
Go to Setup > Lookup Tables > Grouping in RMS.
Select the 'Add' icon.
Select 'Rate Type' as the Group Heading.
Enter the Grouping Description.
Select 'Save/Exit' to store the changes made and leave the setup.
Go to Charts > Rate Manager in RMS.
Select the 'Rates' icon.
Select Rate Types.
Select an existing Rate Type and choose 'Edit'.
Select a Grouping.
Select 'Save/Exit' to store the changes made and leave the setup.