Create/Edit Grid and Grid Mapping Create/Edit Grid and Grid Mapping

Create/Edit Grid and Grid Mapping

Create/Edit Grid and Grid Mapping

 

This is a video tutorial for creating and editing custom census grids that includes compensation mapping for primary and supplemental census grids. Written instructions can also be found: https://www.ftwilliam.com/djKIumIZlvmjgBE599Eo3NuoAelU5LAzbx2Xs/help/Instructions/ComplianceUserGuide/Content/Compliance%20User%20Guide/Compliance%20Software%20User%20Guide.htm#_Toc440440912

 

Linked Timestamps Below:

0:40 Introduction to Census Grids 

Primary census grid – What is it? How is it changed? FtW created grids

4:06 Other Import/Export/Report Menu

What is it used for? When should it be used? What’s the difference between supplemental grids and the primary grid?

6:09 Introduction Creating and Editing Custom Grids

Copying versus Adding New

Editing custom grids

Viewing *ftw grids and mapping

8:16 Creating a Copy of a Grid

8:34 Changing Short Description – grid name

10:36 Long Description – what the grid is used for

11:28 Best Practices/Tips for Creating and Editing Grids

Have dedicated team/user for creating and editing grids to minimize error

Standard naming conventions

12:54 Editing the Census Grid

13:06 Sequencing, adding/removing fields, editing headings and HelpText

16:52 Compensation fields & brief explanation of mapping

20:58 Editing Grid Mapping

26:57 Downloading Census – Current

HelpText as seen on the census instructions

29:25 Explanation of Census Fields – spreadsheet listing the available fields and the HelpText describing what the fields are used for