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Rate Type Groupings

Overview

Groupings simplify reporting on multiple related items by a pre-allocated Group Heading.

Rate Type Groupings can be used to track performance of Rate Types individually or collectively by allocating a Grouping to each Rate Type in RMS.

Rate Type Groupings can also be setup to use on certain reports in RMS.

✎ Please Note: RMS is highly configurable. Some Terminology, User Access & Permissions, Images, Labels, and Functions used in these articles may differ from your setup. CLICK HERE to find out more.


Grouping Setup

Go to Setup > Lookup Tables > Grouping.

  1. Select Add.Annotated screenshot of the Grouping screen in RMS highlighting the add grouping icon
     
  2. Select the Grouping Type Rate Type.
  3. Enter the Grouping Description.
  4. Select Save/Exit.
    Annotated screenshot of the Add Grouping window in RMS highlighting the Heading For dropdown, the Heading field and the save icon
     

Assign the Grouping

Go to Charts > Rate Manager.

  1. Select Rates.
  2. Select Rate Types.
    Annotated screenshot of the Rate Manager screen in RMS highlighting the icon that opens the rate setup menu and the Rate Types option
     
  3. Select an existing Rate Type.
  4. Select Edit.
    Annotated screenshot of the Rate Type Setup screen in RMS highlighting a selected rate type and the edit icon
     
  5. Select a Grouping.
  6. Select Save/Exit.
    Annotated screenshot of the Edit Rate Type screen in RMS highlighting the Grouping field and the save icon

     

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