Creating new versions of existing market survey providers
You can create multiple versions of a market survey provider to keep the data for different periods separate.
- Survey Compensation > Set Up > Market Survey Providers.
- On the Survey Providers form, select the provider and version to copy, and select Actions > Create New Version From Existing Version.
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Specify this information:
- New Survey Provider
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The default is the survey provider name that was copied. You can keep the same name or assign a new one. If you keep the provider name constant, then you can filter on it.
- New Survey Provider Description
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Specify a name that reflects that this is a new version.
- New Survey Provider version
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Specify the new version date.
- Copy Survey provider Positions
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Select this check box to copy the survey provider positions from the old version. You can change the positions after the new version is created.
- Copy Matching Jobs And Positions
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Select this check box to copy your organization's matching jobs and positions from the old version. You can change the matching job and positions after the new version is created.
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Click OK.
The new version is created.