View the Errors Summary and Resolve Errors Globally

Click the Errors > Summary tab.

The Summary view will display a list of records with Errors arising from missing or invalid Reference code, sorted by the Error Type. Choose a different Error Type from the drop-down in the table header. The left-hand column will include all faulty Reference code entries. Click on the entry to display a summary of records having the faulty code, organized by Data table.

The Error Type can then be resolved in all instances, as applicable.

From the Summary tab, select one of the displayed options to resolve the identified Errors. The menu content is dependent on Error Type. Some typical options include:

• Add this missing code to the [xxxx] table. — Will add the missing code you enter into a Reference table.
• Replace this code with an existing [xxxx] code. — Will replace an invalid Reference code with a valid, existing code that you choose.
• Remove all records using this code. — Apply with care; data removal should typically be limited to those records not belonging to the plan.

After selecting an option, click [Submit], and following the guided menus.

SPECIAL NOTES:

• Employee records in Errors can be corrected within a sub plan or at the Master Plan level, and corrections will apply to both.
• For corrections involving Reference table codes, they will be applied across all plans.
• (Recommended) To ensure data are reviewed and updated in a cohesive manner, perform corrections for Errors in the Master Plan.