Updating an Existing Submission Type

 To update a submission type:
  1. On the Home page, select  ADMINISTRATION.

  2. On the Admin page, in the Submissions section, select Submission Types.

  3. On the Submission Types page, in the "Submission Types" list (left side), select the submission type you want to update.

  4. Click .

  5. On the Submission Type Setup page, make any necessary changes. *Note that updating the Submission Instructions doesn't automatically update the Submission Instructions on any previously scheduled Compliance Requirements.  You will need to Edit the requirement(s) in Compliance Center and update the Submission Instructions if applicable. 

  6. Click .

**Please note: If a submission has already been uploaded or a requirement has been assigned using this submission type, you can no longer change the "Entity Type" or change the submission type from a File Type to a Certification of Completion Type and vice versa. If you need to make changes to these areas, you will need to set up a new submission type with those settings. Unless you might use it in the future, you will also want to disable the current incorrectly set up submission type. To do so, complete the following steps:

Step 1) Make sure there are no unsatisfied requirements for the submission type. [This step can be optional if you are planning on receiving the already-scheduled requirements. If, however, you want to get rid of any previously scheduled requirements using this submission type, follow these steps.]
  1. From the Home page, select  COMPLIANCE CENTER.

  2. Select the  tab.

  3. Select the  filter.

  4. Limit the filter to only display your submission type.

  5. Click .

  6. Select the filter.

  7. Set the "through" date to any time in the future beyond the final date of any scheduled requirement for this collection (5-10 years in the future is usually a safe bet).

  8. Check the "Return past due outside of selected dates" checkbox.

  9. Click .

  10. Select the  filter.

  11. Uncheck the " Submitted" checkbox.

  12. Click . [Epicenter will now display any unsatisfied requirements for that submission type.]

  13. Choose one of the following options for each unsatisfied requirement:
    • Satisfy the requirement (either you or the assigned entity)
    • Forgive the entity from the requirement (this makes the requirement no longer due for the entity, but still shows that the entity was originally scheduled to submit it):
      • From the  tab, select the  icon for the requirement.
      • On the Single Entity Adjustment page, check the " Forgiven" checkbox.
    • Delete the requirement (only if no entities will be submitting it):
      • From the  tab, select the  icon for the requirement.
      • On the Single Entity Adjustment page, select the  button.
      • On the Compliance Master page, click the  button.
    • or Exclude the entity from the requirement (makes it appear as though the entity was never scheduled for the requirement):
      • From the  tab, select the  icon for the requirement
      • On the Single Entity Adjustment page, select the  button
      • On the Compliance Master page, scroll down to the Individual Entity Requirement Adjustments section and click the entity's  icon.

Step 2) Disable the Submission Type
  1. On the Home page, select  ADMINISTRATION.

  2. On the Admin page, in the Submissions section, select Submission Types.

  3. On the Submission Types page, in the "Submission Types" list (left side), select the submission type you want to disable.

  4. Click 

  5. On the Submission Type Setup page, add "(Disabled)" to the end of the Type Name. [This just changes the name, so when it shows up in lists, you know it is disabled.]

  6. Scroll down and check the " Disabled for new submissions" checkbox.

  7. Click . 

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