New Articles

  1. QS Part 6: Compliance Menu - Miscellaneous

  2. QS Part 5: Compliance Menu - Transactions

  3. QS Part 4: Compliance Menu – Tasks

  4. QS Part 3: Compliance Menu - Census

  5. Run All Report

    Run All Report!  If all testing scenarios fail after using Run All Tests or Batch Run All Tests, view this quantitative report which will aid in selecting the least costly option to correct testing.  The Run All Report is located under Miscella...
  6. Run All Tests

    Run All Tests SOLVING!  In addition to running through all tasks from Scrub/Eligibility down through the Top Heavy Test, pressing the Run All Tests link will also run up to 12 different testing scenarios if the initial settings fail the 410(b) C...
  7. Edit Census Worksheet Grid

    When editing access is enabled, selecting  Edit Census Worksheet  (via button or to-do list) opens a grid for direct data entry into the census template. Grid Overview Top Toolbar Features Search (Magnifying Glass) Opens a search ba...
  8. Access to Edit the Census Worksheet within the Portal

    When sending a census to be completed in the portal, portal user permissions can be managed directly through the  Compliance Module  via the Compliance Menu>Census> Portal Files, Edit Portal Users: Enabling Census Editing in the Portal To allow...
  9. Census Validation

    An optional census validation feature is available for the Edit Census Worksheet, requiring basic edit checks to be completed before census data can be submitted. When Validation Is Available Validation is active only when both of the follo...
  10. Assigning Portal Users to a Plan

    Users can be assigned to a plan in three ways: From the Global Dashboard From the Plan-Level Dashboard During the Portal User Upload Process   Global Dashboard Wolters Kluwer Logo > ftwPortalPro > Global Dashboard ...