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.

Figure 1.1
  • STEP 2: Specify the details below.

Field

Description / Instructions

Mandatory / Optional

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.


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