Add or update Random Moment Survey Basis funding
When you record RMS Basis funding in the system, you are joining Basis items to a funding or grant source. Basis funding is attached to the final selection on a Random Moment Survey.
Follow these steps to add or update RMS Basis funding.
From the Home screen, click Administration > Utilities. The RMS Basis Items screen appears.
Click RMS Basis Funding in the link menu. The RMS Basis Funding screen appears.
Click select to view or update details for an existing funding record.
Click Add New Basis Funding to record a new funding. The RMS Basis Funding Detail screen appears.
Enter the Basis Funding Code.
Click Link Basis Item to select the Basis item for the funding. The Basis Item Search screen appears.
Search for the Basis item you want to link.
Select the check box for the Basis item and click Save. You are returned to the RMS Basis Funding Detail screen.
In the Grant Funding list, select a funding source and enter the percentage to be used. The total of up to three funding sources must equal 100%.
Click Calculate to verify the total. If the total is not 100%, adjust the percentage for one or more funding sources until 100% is achieved.
Click Save. You are returned to the RMS Basis Funding screen.
See also:
Add or update Random Moment Survey Basis items
Create and test a Random Moment Survey
Delete Random Moment Survey Basis funding