Configuration Re-alignment

Warning

Please speak to your Imosphere contact before running this tool.

How to Use the Configuration Realignment Tool

Follow these simple steps to realign your existing cases with your newly configured rates:

Step 1: Access the Config Realignment Tool

  • Log in to the Formulate Portal with an elevated user account.
  • Click on your initials in the top-right corner of the screen, and select “Config Realignment” from the dropdown menu.

Step 2: Select the Form and Service Area

  • Choose the appropriate Form and Service Area from the dropdown menus.

    Tip: If you need to update multiple Service Areas, repeat this process for each one.

Step 3: Process and Review Changes

  • Click the “Process and Review” button.

    Important: This step will not apply changes immediately. The system will provide a preview of the updates for your review before saving.

Step 4: Automatic Recalculation of Estimated Budgets

  • The system will recalculate the Estimated Budgets based on the new rates you’ve configured.

    Note: This applies to all cases in the system and may take some time depending on the number of submitted cases for your organization.

Step 5: Review the Summary Page

  • Once processed, you’ll see a summary table with detailed information, including:

    1. Service User ID number
    2. Form name
    3. Date/Time assessed
    4. Assessor’s name
    5. Previous Estimated Budget
    6. Recalculated Estimated Budget

  • Cases are listed from oldest to newest. Use the page tabs to navigate through all entries.

Step 6: Apply the Recalculated Budgets

  • When you’re satisfied with the updates, click “Apply Recalculation” at the bottom of the page.

  • Confirm your choice when prompted.

    Warning: Once you confirm, all Estimated Budgets will be updated. This action is final and cannot be undone.

Step 7: Confirmation

  • After applying the changes, a confirmation screen will appear, letting you know the action was successful.

Additional Information

The Config Realignment feature includes a built-in audit trail. It records when the realignment process started and when it was completed, ensuring transparency and accountability.