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Edit a Batch Renewal Group

If a batch renewal group has not been processed, you can change the group name, add valuations, and delete valuations.

To edit a batch renewal group:

  1. On the main RCT Express page, click the Tools link. The Tools page appears.
  2. Click the Group Processing link. The Group Processing page appears.
  3. Click the Manage Groups link. The Manage Groups page appears.
  4. Select a search category from the Show list and enter search criteria.
  5. Click Search. RCT Express displays the groups that match your search criteria.
  6. Click the Edit link for the group that you want to edit.
  7. Do one of the following:

    To...

    Do this...

    Change the name of the group

    Make the changes and click Update

    Delete a valuation

    Select the valuation and click Remove Valuations

    Add a valuation

    Do the following:

    1. Click the Add/Search Valuations link.
    2. On the Search Valuations page, select a search category from the Show list and enter search criteria.
    3. Click Search. RCT Express displays the valuations that match your search criteria.
    4. Select the valuations that you want to add to the group. If a valuation has already been assigned to a group or is in progress, you cannot select it.
    5. Click Add to Group.

Help file last modified: 7/26/2018