Add Basic Details (Phased)

  1. Select Process | Transfer Groups to display the Transfer Group page.
  2. Click the Add New Transfer Group hyperlink to display the basic details fields
  3. 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.
  4. Complete the mandatory fields.
  5. Enter additional details as required.
  6. Ensure that the Active check box is selected.
  7. Click the Save button.