Update Bill Plan Schedule Overrides
The Integrator supports updates across six schedule override sections. To keep the sheet manageable and relevant, it is recommended to modify the layout so that only the schedule types you are updating appear on the sheet.
Key considerations for Updates
1. Parent Sections (Contract & Plan Details)
a. Data in the Contract Details and Plan Details sections cannot be updated. These sections serve as parent sections for schedule overrides.
b. The following parent columns must be included on the sheet:
1. Contract Number
2. Plan Name
3. Job Rate Schedule (Required if working with Job Rate overrides)
2. ID Column Requirement
a. Every override section contains an ID column (e.g., PR Override Id), which is mandatory for updates. Ensure this column is included in the sheet before making changes.
b. Download the data first to retrieve the correct ID values.
3. Fields That Cannot Be Updated
Certain key fields in each override section are read-only and cannot be modified:
a. Person Name
b. Person Number
c. Job Name
d. Job Code
4. Setting the Correct Upload Action
a. To update an override, set the Upload Action to ‘Update’ in the relevant override section.
b. Review the data before uploading to ensure accuracy.
Example Update Scenario:
A new rate is added for a person.
After uploading, you can download the updated data to verify the changes.
Sections:
