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Globally changing rates and cost records |
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The Global Uplift facility amends hourly rates and one-off costs and updates all student records
This facility can be accessed from the Staff Types and Hourly Rates form or from the Main Menu > 3) Browse and Amend Information > Globally Change Hourly Rates
Use the facility 'Globally change hourly rates to either uplift rates by a certain percentage (such as an inflation factor) [Option A] or manually amend one or more rates as illustrated below [Option B]:
Option A - Uplift chosen rates by a fixed amount
1.Enter an uplift factor amount, for example, to uplift rates by 3%, enter 1.03 2.Highlight the records to be uplifted 3.Set and view the new rate values (this will update the rates table but will NOT affect any students support records) 4.Apply the new rates and update all related information then follow the prompts (student records will be updated at this stage)
Option B - Individually set new rates for chosen rates
1.Select option B 2.Enter new rates in the 'New Rate' column 3.Click on 'Apply new rates and update all related information' 4.Follow the next prompts as required to change student support and cost records already entered based on the new rates for: •All records (based on the rates in the rates table which may included amended rates where student records have not yet been updated) •Only the rates you have just amended •Actual Records •Estimated Records
If a rate changes mid-year, you may want to update the hourly rate only, entering any subsequent records with the new rate. However, in order to be able to identify and distinguish between the 2 different rates, we recommend that a new rate is entered in the Staff Type Rates form. For example 'LSA from Feb. 07', or 'LSA 2'.
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