Creating a new Assessment – Reporting Year Mapping
Reporting Year Mapping enables the Administrator to map the Reporting Year of Assessments to the System Periods in interplan® in order to synchronise data between the two systems. This ensures that the correct Assessment Elements (such as Tasks, Actions, etc.) are extracted from the System Period in interplan® to the Assessment.
Map the System Period to the Reporting Year once the rollover is complete.
STEP 1: Go to Administration > Management > Reporting Year Mapping.
STEP 2: Specify the details below.
Field | Description / Instructions | Mandatory / Optional |
|---|---|---|
Reporting Year | Select a Reporting Year | Mandatory |
System Period | Select a System Period | Mandatory |
STEP 3: Click Add to create the mapping.
In the standalone version of PES, this feature is not available.
