1. User Guide
  2. Business Rules Administration
  3. Application Specific Rules
  4. Rate Cards
  5. Rate Report Templates
  6. Rate Report Template Summary Table

5.3.13.3.2 Rate Report Template Summary Table

This section displays a table containing all the Rate Report Template that are already created or those that meet your search criteria.

The Rate Report Template summary table displays the following details:

  • Code: A unique code.
  • Name: Displays the Rate Report Template’s short name. Hovering over an Rate Report Template Name displays the Allocation model’s description.
  • Creation Date: Displays the date and time at which an Rate Report Template was created.
  • Created By: Displays the name of the user who created the Rate Report Template.
  • Modified Date: Displays the date and time at which an Rate Report Template was modified.
  • Modified By: Displays the name of the user who modifed the Rate Report Template.
  • Action: Displays the list of following actions that can be performed on the selected Rate Report Template.
    • View: Click the View icon to view the contents of an Rate Report Template on a read-only basis as the user is launched into the Rate Report Template Detail screen in view mode.
    • Edit: Click the Edit icon to modify a previously saved Rate Report Template as the user is launched into the Rate Report Template Detail screen in edit mode.
    • Delete: Click Delete to delete the Rate Report Template you have selected.
    • Save As: Click on this option to create a copy of an existing Rate Report Template. The Save As pop-up window allows you to enter the Code, Name, Description, Folder, and Access Type Details for the copy template.