11
Manually Adjust Specific Rates
11.1
Search for, then click the desired submission to view its profile.
11.2
Scroll to the Quote Scenarios section of the submission profile and click the desired scenario to display its Scenario window.
/display_scenario_window.png)
11.3
Click Manual Worksheets on the Scenario page.
/manual_worksheets_cat_btn.png)
11.4
Click Specific Manual Rate on the Scenario page.
/specific_manual_rate_category.png)
11.5
Click Adjustments and choose Manual Adjustment to display the Specific Manual Adjustment window.
/specific_manual_adjustment_window.png)
11.6
Adjust the employee and dependent rates for each option as desired. Slide the toggle to Apply All On to have rates for all options match what you enter for Option 1.
11.7
Enter any notes regarding the adjustment in the Note text area.
11.8
Click Save.