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BalanceAAP > Data > Errors

KEY TOPICS:

View the Error Detail toand Resolve Errors by Record
Use the Error Summary and Resolve Errors ~~Summary Report~~Globally

Review and Update Records to Resolve Errors

Once data are imported, the Errors module is a holding area for any records with missing or invalid information. When records are corrected adequately, the system automatically moves the Errors record(s) to Data Tables.

Cross-reference: The tables here are viewed and edited in the same manner as Data Tables, so refer to: Table Controls for Editing Data.

View the Error Detail toand Resolve Errors by Record

The Detail tab is the default entry page for Errors, displaying records by table. To select a different table than the one display, selected it from the table header. The field causing an error will be highlighted in red. Once the error is resolved, the record will be highlighted in green shading.

Quick Tip: Scroll to the right if a red field for the particular employee record is not visible.

Resolve a Record with an Error

If the red field is blank, the record is missing the required information, In the case of an invalid entry, the entry must be replaced.

Click on the [Edit] button for the employee and enter a valid job code in the Job Code column. Click the green [Save] icon when the entry is complete.

View the Errors Summary and Resolve Errors Globally

In many cases, a missing reference code (job code, disposition code, etc) will be the cause of an error in multiple records. For example, if your company recently added an applicant disposition code of ‘NR’ for ‘Not Willing to Relocate,’ but forgot to add it to your Applicant Disposition Code table, all records in your Applicants table with the NR disposition code will be in errors.

The Summary view will only show you a list of the codes that are causing errors, sorted by the Error Type. It will not list errors such as duplicate employee numbers or missing data errors, etc. By viewing the errors this way, you can add or change the invalid codes and repair multiple errors at once. For example, in the disposition code scenario above, you would see that NR is an invalid disposition code. If there were 100 applicants with this disposition code, all 100 would be in errors. But simply adding the code from this view would fix all 100 errors.

You can see what records are in the errors because of the invalid code by clicking on that code above the Preview Data box. The Preview Data for that code will be populated, showing each record affected. This can be helpful in determining what course of action to take to resolve the issue.

From the summary view, you will have three options you can take to resolve the errors. •Add this missing code to the relevant table. Use this option if the code is correct, but is missing from the corresponding reference table. An edit window will appear, prompting you to enter the relevant information for the new code. Then click Save. •Replace this code with an existing code. Use this option when the code was entered incorrectly due to a mistake, typo, or an old record of the code. All records with this invalid code will be updated with the new code. For example, if some records have ‘ADM110’ instead of the correct ‘ADM100’ code, this option will update all instances of ADM110 with ADM100. •Remove all records using this code. This option will rarely be appropriate. Use it in cases where all records with the invalid code should not be in the plan at all.