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Creating new versions of Funding Calculators

  User Roles

This feature can be used by the following user roles:

  • Client Owner

If you wish to create a new version of a Funding Calculator, please follow the below steps: 

  1. Click Manage Standards 
  2. Click View Funding Calculators 
  3. Click Setup a Calculator 
  4. Make you amendments to the Funding Calculator 
  5. Click View Summary 
  6. Click Finish Setup 

When you next assign the Funding Calculator to an Applicant, the latest version will be assigned.

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