Set up a rating worksheet

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:

  1. In the Provider Administrator portal, navigate to Settings > System Wide > System Tags.
  2. From the Select a Tag dropdown list, select the Rating Worksheet tag. You can also type in the box to quickly locate a tag.
  3. From the Select an Effective Date dropdown list, select the effective date of the tag.
  4. Select the checkboxes of the items you want to tag with the Rating Worksheet tag.
  5. Select Tag New Items.

You will need to build the Rating Worksheet report using render.py. For more information, see: