Annual Requirements

To add an annual requirement under Reference Files | Annual Requirements:

1.    Click  .

2.    Enter the Type.

3.    Enter the Description.

4.    Click the arrow beside Office and select the office to which the annual requirement code should apply, or select the Apply to All offices check box.

5.    Click  .

 

To update an annual requirement under Reference Files | Annual Requirements:

1.    Click on the annual requirement type you want to update. You can search for the type by entering the Type and clicking or entering the Description and clicking .

2.    Enter any changes necessary.

3.    Click .