AddScheme Database

SQL Server Database File

Use the drop down list to select the SQL Server Database File.

This should have been set up by the Administrator.

Please refer to the SQL Server document for more details.

Scheme Name

The Scheme Name will automatically be populated with the Scheme you are already in.

The User can type in a different Scheme Name here.

Effective Date

Type the Scheme Valuation Date in this field.

The date will usually be populated with the Current Valuation Date.

Task Description

Please specify the details of the type of valuation that is being run as a Scheme can have more that one task e.g. Valuation, Accounting, Transfers etc

OK

When you have finished entering the relevant information, click the OK button to move to the next screen.

SuperVal will check that all of the required entries on the page have been made. If additional fields require data SuperVal will briefly show in red the label of the first of these fields found on the page.

Cancel

Clicking on the Cancel button allows you to return to the previous screen without saving any of your changes.