To set up a rating worksheet, you must add the Rating Worksheet tag and then build the Rating Worksheet report.
To add the Rating Worksheet tag:
- In the Provider Administrator portal, navigate to Settings > System Wide > System Tags.
- From the Select a Tag dropdown list, select the Rating Worksheet tag. You can also type in the box to quickly locate a tag.
- From the Select an Effective Date dropdown list, select the effective date of the tag.
- Select the checkboxes of the items you want to tag with the Rating Worksheet tag.
- Select Tag New Items.
You will need to build the Rating Worksheet report using render.py. For more information, see: