Rate Class

 

The Rate Class maintenance document is used to establish and maintain numeric codes and textual description values which are stored in database tables.  This data serves as reference information that is made available for display and selection in various areas of the system, including other e-docs.  It exists to facilitate the establishment and updating of rate classes that are to be made available for lookup and selection from within the proposal development module, more specifically as related to research project budget preparation.

Document Layout

Figure 1187 Rate Class Maintenance Document Example Layout

Edit Rate Class Section

The Edit Rate Class section of the Rate Class maintenance document is a unique section that allows you to specify and maintain the details associated with the reference table record in fields.

Table 653 Rate Class Maintenance Document - Edit Rate Class Section Field Descriptions

Field	Description
Rate Class Code	Required.  The numeric value that the system uses to reference this rate class.
Rate Class Type	Required.  Enter the alphanumeric type of rate class this code is a part of.  Type the suspected value in the box and click the direct inquiry icon or click the lookup icon to search for and return the value to populate the box automatically.
Description	Required.  The name you use to refer to the rate class verbally or in writing that also uniquely identifies it from others.  Enter text as appropriate (any character or spacing is acceptable).  Click the add note  icon to view/edit/paste text in a new browser window, then click the continue button to return to the text entry field in the document.
ICR type code	Required.  Enter the appropriate numeric value for the applicable Indirect Cost Recovery type code.

Examples

Figure 1188 Rate Class Maintenance Document Example Values

Common Features

This maintenance document includes the following features that are common to most KC maintenance documents:

Table 654 Links to Common Maintenance Document Component Instructions

Common Maintenance E-Doc Component	Cross-Reference Links To Usage Instructions
Document Header	For more information, see “Header Area” in E-Doc Fundamentals.
Document Overview Section	For more information, see “Document Overview” on page 93 in Common E-Doc Tabbed Sections.
Notes and Attachments Section	For more information, see “Notes and Attachments” on page 94 in Common E-Doc Tabbed Sections.
Ad Hoc Recipients Section	For more information, see “Ad Hoc Recipients” on page 96 in Common E-Doc Tabbed Sections.
Route Log Section	For more information, see “Route Log” on page 97 in Common E-Doc Tabbed Sections.
Action Buttons	For more information, see  “Action Buttons” on page 71 in Selection, Entry and Action Tools.

Process

For information about searching for, initiating, editing, copying, submitting, saving, closing, canceling, and/or routing a maintenance document, see “Common Maintenance E-Doc Operations” in the Overview section.