Overview
You can create a new version of a Funding Calculator whenever updates or amendments are required. Each time a new version is created, it becomes the latest version and will automatically be used for any new applicants it is assigned to.
User Roles
This feature can be used by:
- Client Owner
Steps to Create a New Version of a Funding Calculator
- Click Manage Standards.
- Click the three dots next to the Standard.
- Click Calculators.
- Click Setup a calculator.
- Make your amendments to the Funding Calculator.
- Click View Summary.
- Click Finish Setup.
Once these steps are completed, the new version becomes the most up‑to‑date Funding Calculator.
What Happens Next?
When you next assign the Funding Calculator to an Applicant, the latest version will be automatically applied.
Terminology
The terminology used in this article may differ depending on your Centre’s configuration.
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Need Help?
If you need assistance, please contact Onefile Support or your internal support team.