Revising an evaluation method
Revising an evaluation method |
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To revise an evaluation method, select it in the main screen list of records. Then, click on the arrow located next to the
At this point, the evaluation method data screen will be displayed. To start a new revision, save the record, but do not close the data screen. Once done, the system will increase a number in the Revision field and its status will become "Revision in progress". The methods with this status can be identified by the
Perform the necessary edits in the evaluation method. Refer to a detailed description of the tabs and fields displayed in the data screen in the Configuring the portfolio evaluation method section.
After setting all the necessary configurations, save the record and close the screen. To approve the revision performed, select the evaluation method in the main screen records list and click on the |
button and select the 
icon in the 
button on the main screen toolbar. On the data screen of the evaluation method, the