Add Basic Details (Phased)
- Select Process
| Transfer Groups to display the Transfer Group page.
- Click the Add
New Transfer Group hyperlink to display the basic details fields
- Ensure that the In
Year check box is deselected. If necessary, the In Year check
box of an In Year transfer group can be deselected to convert it to
a phased transfer group, although this is only possible if process
periods have not yet been defined.
- Complete the mandatory fields.
- Enter additional details as required.
- Ensure that the Active
check box is selected.
- Click the Save
button.