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Data Editor

Member Data File

Double click to select the DAT file containing the data that you wish to edit.

Data Format

Double click to select the Format File for the current Data File. The Format File contains the saved parameters specifying the column specification of each of the data items contained in the data file. Data format descriptions are prefixed by an indication of the type of format e.g. <Act> for Actives, <Def> for Deferreds, <Pen> for Pensioners.

If you intend to use the GMP Calculators to calculate GMPs after creating your data, ensure that columns are created in your data file for these fields. (In addition, enter dummy data into the data file for the first member that is at least as large as the largest expected GMP for all members. This will ensure that the Format created leaves sufficient space for the GMPs calculated.)

Data>Build

If you have created data using Data>Build then the format name will be the same as the original source (CSV) file.

BasisModule>Migrate

If you have migrated your data files from earlier versions the name will be unchanged.

Current Field

Type of Field

Width of Field

Position of Field

Records

Search String

Page

Record

Pension Frequency

When in Edit mode, the following information about the data file is displayed in the Information frame at the bottom of the form:

  • details of the type, width and position of the current data field;
  • the frequency of salary and pension data fields;
  • the current page and Record number (these can be edited to move about the file);
  • the currently tagged Records or blocked cells (it is not possible to have both tagged Records and blocked cells at the same time); and
  • the current search string.

Cancel

When in Edit mode, the Cancel button can be used to ignore all changes made to the data file (since entering Edit mode or the last time that Save or Save As was pressed).

Save

When in Edit mode, only one of the Save or Save As buttons will be displayed.

To save over the existing file, click the Save button.

To save to a new file name, amend the file name in the Member Data File box and the Save As button will become available.

The user will remain in Edit mode after pressing either Save or Save As.

Find Next

When in Edit mode and a search string in the Find module has been found, the Find Next button will be displayed to enable movement to the next occurrence. The F3 key can also be used, if preferred.

Data Notes

Click to show any Data Notes. If no Data Notes are contained in the file this button will not be enabled.

Edit

The Edit button is used to select the data file and data format and move into Edit mode.

Quit

Clicking on the Quit button allows you to exit without saving any of your changes.

In some of the screens you will be asked to confirm if you want to exit Ignoring all changes. If you click Yes, the file will be closed without saving any changes. If you click No you will be returned to your original screen.

From the Browser, the Quit button will take you to a graphical display of the results.