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Create a Performance Record

If no Performance record exists for a month, you can create the Performance record for that month. You can create the Performance record that includes all events, or the Performance record that includes all events except the OMC events.

Steps

1. Access the Unit Summary workspace for the GAA Unit whose Performance record you want to create.

2. In the left pane, select Performance & Reports.

   The Performance & Reports workspace appears, displaying the Performance Records tab, which contains a list of Performance records associated with the GAA Unit for the current year.

   

3. For the month for which you want to create a Performance record, in the Sync Status column, select Create Record.

   Note: You can create a Performance record for a month only if no Performance record exists for that month. If a Performance record exists for a month but is in OUT OF SYNC status, you can update the Performance record for that month.

   The datasheet for a Performance record appears in a new tab. The following fields are populated by default:

   • Plant ID
   • Reporting Year
   • Reporting Month
   • Unit ID
   • Unit Type
   • GADS Utility Code
   • GADS Unit Code
   • Reporting Status
   • Reporting Date

   

4. Select .

   The Performance record appears in the workspace but does not include calculated values.

   If there are events reported during the specified month, the Sync Status column indicates that the record is in OUT OF SYNC status.

5. If you want to include the calculated values, then, in the upper-right corner of the Performance Records section, select .

   The Regenerate Record dialog box appears, asking you to confirm that you want to regenerate the Performance record.

   

6. Select Yes.

   The Performance record appears in the workspace. The Sync Status column indicates that the record is in SYNCED status.

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