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Update Primary, Secondary, Tertiary Assignments

The Site Matrix Update Tool allows the user to change the Primary, Secondary and/or Tertiary Assignments for single or multiple matrices and/or problem codes.

To access this tool, select Parameter Update from the Tools menu, while working in the Site Matrix Maintenance form.   Screen Shot

1. To update the Primary, Secondary or Tertiary Assignment, click the corresponding tab.   Screen Shot

2. To activate the Vendor/Employee fields, check the box adjacent “Update this field?”.

3. Select Vendor or Employee and enter the identifying number.  Click the Find button in either field for easy lookup.

4. Enter the Matrix ID number(s) to be updated or click the down-arrow icon in the Matrix ID column to find a Site Matrix.   Alternatively, click the checkbox labeled Update All Matrices.

5. Add the Problem Code(s) to which the Assignment update will apply.

   Tip:  Matrices and problem codes can be pasted into this form.

6. Select one of the Problem Code Options.  This tool allows the user to update, insert or delete problem codes.

7. Click Execute.  The user will be presented with a pop up, charting the Modification Progress.   Errors are not to be expected, however, a field is provided to detail any that may occur.  If an error should occur, contact your System Administrator.

   Note:   If additional problem codes are to be updated, click Clear Codes or if there are other matrices to be updated click Clear IDs.  Repeat the steps outlined above.

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