Description
Functionality has been added to the Rates and Rules module to allow agreement, standard rates and template rates to be updated in bulk.
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the existing rates, which were exported, are automatically end-dated
new rates are created automatically based on the rate values and effective dates that have been specified in the spreadsheet.
In addition to updating pay and bill rate values, pay rate descriptionsand pay rate minimum valuescan also be updated via the bulk rate update functionality.
The table below explains the type of rates that can be exported, updated and then imported into FastTrack360 via the bulk rate update functionality.
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For more information about using the Bulk Rate Update Functionality, see Using Bulk Rate Update or click here towatchaninstructional video about this feature(approx 18 minutes). Note: This video shows images from the Silverlight application which will differ from the V12 layout.
Benefits
This enhancement allows many pay and bill rates to be updated simultaneously without the need to manually find, open and edit each agreement, job order or job template.
Configuration
Access to the Rates and Rules > Bulk Rate Update screen, and therefore the ability for a user to bulk export and import rates, is controlled via the following new user security permission that can be assigned to agency user security roles in Portal > Maintenance > Security > Edit Security Role:
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