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Last Updated: 10/29/2024
in DC Compliance
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To edit a grid, click on the “Change” link next to current Census Grid or from the Compliance Menu, hover over Census and select the Create/Edit Grids option. This will open the Compliance Grids pop-up box. From here, select the grid you wish to e...
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Nearly every calculated field on the system has an option to "override" the way a field/data element is handled in the system. The "override" function may have different results in different circumstances. Some examples of how an override option wil...
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DTS Access Points Video
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The “Do With Selected” tool can be used to batch generates documents you created via the “Document Template Editor” along with forms provided by default from the ftwilliam.com Plan Document software. These forms are provided even if you do not...
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Audit Trail Video In addition to download the distribution ‘Activity Summary’ for a specific distribution, you may also do this for all of your distributions at one time via the ‘Dot With Selected’ tool. This option will appear whether you are on...
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The software runs the above tests under the label of the “Combined Test”; expand the “Combined Test” section to access parameters. First you will s et parameters for the different tests. Also, options for aggregation, and disaggregation of otherwis...
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Here you can access some additional functions in the software, as follows: The 5500 Data Report, which calculates participant counts for the 5500. When you are completing the 5500 there’s an option available to populate the participant count field...
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Select ‘Transactions’ then ‘Loans’ from the Compliance Menu to get to the main loan screen.
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To change your password, go to the Profile page by clicking the down arrow next to the username button and clicking 'Profile' in the popup menu. Next, click the 'Request Change' button in the 'Demographic Information' box. Edit your demograph...