TUTORIAL - SITE/FUND CODES
SITE/FUND CODES ON GUARDIAN DATA PAGE
Site/Fund Codes can be found in 2 places on the Guardian Data Page
-
After the emails - Current code will be displayed here and can be updated - edited or new code added.
-
At the bottom of the page - The Site/Fund Code History is shown at the bottom of the page
UPDATE BUTTON
Click the Update button to either edit the current code or add a new code by clicking “Modify current code”
Editing current code.
-
Change the Start Date
-
Add / Edit “Notes”
“Modify current code”
-
Click this link to add a new code
-
Pop-up will display current code
-
Fields to enter the New Code and details will open up
After updating
-
Current code is updated and will be displayed
-
History table will show the new code added
EDIT AND DELETING FROM THE HISTORY TABLE
Edit and delete icons will be displayed for each code in the History table
Clicking the “pencil” (edit)
-
Edit the Start Date and/or Notes
Clicking the “trash can” (delete)
-
You will receive a warning to confirm that you really want to do this.
-
There is no undo
-
Code is removed
REPORTS
Reports have been updated that have Site/Fund Code filters
How the Site/Fund Code filter works
-
Select 1 or more codes for the report date range you are running
-
Data in the report will be displayed for all codes that were active during the report date range