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  1. Setting up your Instance
  2. Setting up your Equivalencies
  3. Managing and editing equivalencies over time

Editing through the admin pages

Last updated 1 year ago

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Editing Existing Transfer Equivalencies

  • First, browse to 'Gear Icon->Transfer Equivalencies':

    • Locate the equivalency rule you'd like to update by selecting the applicable "Equivalency Partner":

    • Next, locate the rule you'd like to locate, click the '...' button, and select 'Edit':

      • Lastly, follow the steps outlined above when you first created your rule to make the appropriate updates.