BalanceAAP > Data > Errors

KEY TOPICS:

• View the Error Detail and Resolve Errors by Record
• Use the Error Summary and Resolve Errors Globally
• Errors > Reports
• Correcting Errors in a Master Plan

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 and 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

Click the Errors > Summary tab.

The Summary view will display a list of records with Errors due to 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 three options to resolve the identified Errors.

• Add this missing code to the relevant table. Use this option a correct code is missing from the corresponding Reference table. Click [Submit] Enter the code, and click [Save].
• Replace this code with an existing code. Use this option when all records with the invalid Reference code can be updated to an existing code. Click Submit, and choose a code from the Replace Job Code menu.
• Remove all records using this code. Apply this option with care, typically limiting data removal to records that should not be in the plan.

When the selection is satisfactory, click [Submit].