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- From the Performance Center window, click the Performance Desk and click Disclosures in the left navigation.
You see the Disclosure Summary workspace displaying a list of available disclosures. - Select a disclosure and click Edit on the ribbon.
You see the Edit Disclosure workspace in a new tab.. To change an existing description select it from the list of descriptions and click the pencil icon.
You see the description in the View Text section.
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Note:
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Select View as Paragraph
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to see all statements combined.
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- Select the statement you want to edit and click the pencil icon.
You see the statement in the Text section. - Edit the statement or add a field as needed.
- Add a new description by entering text and adding fields as needed.
Delete descriptions as needed.
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Note: You must maintain at least one description.
- Click Save Disclosure.
You see a message confirming that your changes were saved.
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You can duplicate a disclosure and its underlying history and assignments, and save it under a different name.
To duplicate a disclosure:
- From the Performance Center window, click the Performance Desk and click Disclosures in the left navigation.
You see the Disclosure Summary workspace displaying a list of available disclosures. - Select a disclosure and click Duplicate on the ribbon.
You see the Duplicate Disclosure dialog box. - Type a name in the Disclosure Name field and click OK.
You see a message confirming that the disclosure was saved, - Click OK to close the message.
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.
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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:
- From the Performance Center window, click the Performance Desk and click Disclosures in the left navigation.
You see the Disclosure Summary workspace displaying a list of available disclosures. - Select the disclosure you want to delete.
- Click Delete.
You see a message asking you to confirm that you want to delete the disclosure and all its underlying history. - Click OK.
You see a message confirming that the disclosure was deleted. - Click OK to close the message.