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As the disclosure information changes you can create, change, duplicate, and delete descriptions.
NOTE: You cannot change a Disclosure Name.
To edit a disclosure: 1. From
- From the Performance Center window, click the Performance Desk and click Disclosures in the left navigation.
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- You see the Disclosure Summary workspace displaying a list of available disclosures.
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- Select a disclosure and click Edit on the ribbon.
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- You see the Edit Disclosure workspace in a new tab..
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- To change an existing description select it from the list of descriptions and click the pencil icon.
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- You see the description in the View Text section.
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- NOTE: Select View as Paragraph to see all statements combined..
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- Select the statement you want to edit and click the pencil icon.
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- You see the statement in the Text section.
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- Edit the statement or add a field as needed.
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- Add a new description by entering text and adding fields as needed.
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- Delete descriptions as needed.
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- NOTE: You must maintain at least one description.
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- Click Save Disclosure.
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- You see a message confirming that your changes were saved.
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To duplicate a disclosure: 1. From
- From the Performance Center window, click the Performance Desk and click Disclosures in the left navigation.
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- You see the Disclosure Summary workspace displaying a list of available disclosures.
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- Select a disclosure and click Duplicate on the ribbon.
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- You see the Duplicate Disclosure dialog box.
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- Type a name in the Disclosure Name field and click OK.
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- You see a message confirming that the disclosure was saved,
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- Click OK to close the message.
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- You see the new disclosure on the Disclosures Summary list.
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You can delete a disclosure and all its underlying descriptions. Once a disclosure is deleted, it is completely removed from the database.
NOTE: You cannot delete a disclosure that is assigned to an entity. Before deleting a disclosure you must first remove all associated assignments.
To delete a disclosure: 1. From
- From the Performance Center window, click the Performance Desk and click Disclosures in the left navigation.
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- You see the Disclosure Summary workspace displaying a list of available disclosures.
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- Select the disclosure you want to delete.
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- Click Delete.
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- You see a message asking you to confirm that you want to delete the disclosure and all its underlying history.
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- Click OK.
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- You see a message confirming that the disclosure was deleted.
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- Click OK to close the message.