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.
    
2. Select the Grouping Type Rate Type.
3. Enter the Grouping Description.
4. Select Save/Exit.
   
    

Assign the Grouping

Go to Charts > Rate Manager.

1. Select Rates.
2. Select Rate Types.
   
    
3. Select an existing Rate Type.
4. Select Edit.
   
    
5. Select a Grouping.
6. Select Save/Exit.