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The Assessment Options screen is used to customize the automatic peer group calculation formula that assigns vendors to peer groups. The variables to utilized for the calculation are selected on this screen, as well as the range or choice of values used by the system when comparing vendor data.
Assessment Options screen
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Interface InitializationUpon initial display of the screen, the following occurs:
When no assessment options have been previously selected and saved:
When assessment options have been previously selected and saved:
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Unless otherwise stated below, all controls on the Assessment Options screen are visible and enabled when:
The screen is active.
If one or more special conditions exist that affect a control on the Assessment Options screen, the condition(s) are documented for that specific control below.
View the name of the Peer Group selected on the Peer Group Assessment screen in the Peer Group text and value label.
Information in this control is read-only and cannot be changed. The value label displays in the inverse color of the screen.
View the count of all vendors that are currently in the Peer Group who are in Enrolled and Probation status in the Vendor Count text and value label.
This is the number of vendors who are members of the Peer Group described in the Peer Group control. The value is calculated by counting the vendors with a PeerGroup value in the Vendor database table that matches the PeerGroup value in the PeerGroup database table and Vendor Status in Enrolled and Probation.
Information in this control is read-only and cannot be changed. The value label displays in the inverse color of the screen.
Complete the information in the Options for Determining Peer Groups group box.
Use this group box to indicate which data elements to examine when assigning vendors to Peer Groups. To use a data element in the assessment, check the Include check box. You can then enter a Priority in the corresponding text box.
The Priority text box indicates the rank of importance placed on the data element as compared to the others. This control allows the entry of numeric values with the highest number available being nine (9). Lower numbers indicate higher priorities. As you edit Priority values, the system will automatically adjust the other Priority values to maintain an ordered list, shifting other Priority values lower or higher as needed. If a Priority value is not entered for an active data element, it will be assigned the lowest priority.
The Include check box stores whether or not the state agency wishes to utilize the data element in the calculation. The check box changed event will determine the enabled or disabled status of the rest of the controls in the same row. When deselected, the Priority text box, the masked edit boxes (in the Selection Variables group box), and the value labels (in the Selection Variables group box) are disabled. The values in the disabled controls will remain unchanged.
The Priority text box displays an integer value that holds the rank of importance the state agency places on the data element in comparison to the others. The lower the number, the more importance the state agency places on the parameter. The screen responds to changes in the text boxes by readjusting the other numbers. For example, if the user changes the value in the WIC Sales Priority text box from 3 to 1, the screen adjusts the other Priority text box entries higher or lower as needed to maintain a uniquely ordered list. If the user enters gaps in the order, either by disabling a parameter or by entering a large number into a text box, the system will reorder the numbers to eliminate any gaps when the Save button is clicked. If an included data element does not have a priority entered, it is entered by the system as the lowest priority.
The following data elements are available for selection:
Sales Volume Include check box
Check this check box to include or exclude the sum of vendor WIC and Non-WIC sales volume as a criterion for determining whether the peer group is assigned to a vendor.
Selecting the check box requires entry in the following controls:
Sales Volume Priority text box
Sales Volume Min Range masked edit box
Sales Volume Max Range masked edit box
Unchecking the check box disabled the above-listed controls and clears the Sales Volume Priority text box.
Sales Volume Priority text box
Enter the priority for the total vendor sales volume criterion in this text box.
The control is enabled when:
The Sales Volume Include check box is checked.
It allows the entry of numeric characters. The maximum length of the value is one character.
WIC Sales Include check box
Check this check box to include or exclude vendor WIC sales volume as a criterion for determining whether the peer group is assigned to a vendor.
Selecting the check box requires entry in the following controls:
WIC Sales Priority text box
WIC Sales Min Range masked edit box
WIC Sales Max Range masked edit box
Unchecking the check box disabled the above-listed controls and clears the WIC Sales Priority text box.
WIC Sales Priority text box
Enter the priority for the vendor WIC sales volume criterion in this text box.
The control is enabled when:
The WIC Sales Include check box is checked.
It allows the entry of numeric characters. The maximum length of the value is one character.
Number of Cash Registers Include check box
Check this check box to include or exclude the number of cash registers in use by a vendor as a criterion for determining whether the peer group is assigned to a vendor.
Selecting the check box requires entry in the following controls:
Number of Cash Registers Priority text box
Number of Cash Registers Min Range masked edit box
Number of Cash Registers Max Range masked edit box
Unchecking the check box disabled the above-listed controls and clears the Number of Cash Registers Priority text box.
Number of Cash Registers Priority text box
Enter the priority for the number of cash registers criterion in this text box.
The control is enabled when:
The Number of Cash Registers Include check box is checked.
It allows the entry of numeric characters. The maximum length of the value is one character.
Square Footage Include check box
Check this check box to include or exclude vendor square footage as a criterion for determining whether the peer group is assigned to a vendor.
Selecting the check box requires entry in the following controls:
Square Footage Priority text box
Square Footage Min Range masked edit box
Square Footage Max Range masked edit box
Unchecking the check box disabled the above-listed controls and clears the Square Footage Priority text box.
Square Footage Priority text box
Enter the priority for the square footage criterion in this text box.
The control is enabled when:
The Square Footage Include check box is checked.
It allows the entry of numeric characters. The maximum length of the value is one character.
Geographic Area Include check box
Check this check box to include or exclude the geographic area in which a vendor is located as a criterion for determining whether the peer group is assigned to a vendor.
Selecting the check box requires entry in the following controls:
Geographic Area Priority text box
Geographic Area drop-down list box
Unchecking the check box disabled the above-listed controls and clears the Geographic Area Priority text box.
Geographic Area Priority text box
Enter the priority for the geographic area criterion in this text box.
The control is enabled when:
The Geographic Area Include check box is checked.
It allows the entry of numeric characters. The maximum length of the value is one character.
Store Type Include check box
Check this check box to include or exclude vendor store type as a criterion for determining whether the peer group is assigned to a vendor.
Selecting the check box requires entry in the following controls:
Store Type Priority text box
Store Type drop-down list box
Unchecking the check box disabled the above-listed controls and clears the Store Type Priority text box.
Store Type Priority text box
Enter the priority for the vendor store type criterion in this text box.
The control is enabled when:
The Store Type Include check box is checked.
It allows the entry of numeric characters. The maximum length of the value is one character.
Scanners Include check box
Check this check box to include or exclude vendor scanner use as a criterion for determining whether the peer group is assigned to a vendor.
Selecting the check box requires entry in the following controls:
Scanners Priority text box
Scanners radio button group
Unchecking the check box disabled the above-listed controls and clears the Scanners Priority text box.
Scanners Priority text box
Enter the priority for the scanner criterion in this text box.
The control is enabled when:
The Scanners Include check box is checked.
It allows the entry of numeric characters. The maximum length of the value is one character.
Above 50% Include check box
Check this check box to include or exclude vendor above 50% flag as a criterion for determining whether the peer group is assigned to a vendor.
Selecting the check box requires entry in following controls:
Above 50% Priority text box
Above 50% radio button group
Unchecking the check box disabled the above-listed controls and clears the Above 50% Priority text box.
Above 50% Priority text box
Enter the priority for the Above 50% criterion in this text box.
The control is enabled when:
The Above 50% Include check box is checked.
It allows the entry of numeric characters. The maximum length of the value is one character.
Complete the information in the Selection Variables group box.
Use this group box to set the ideal values for each Peer Group. Ideal values can be entered for each data element marked for inclusion (by selecting the Include check box in the Options for Determining Peer Groups group box).
The values in the disabled controls will remain unchanged.
The values entered in the Minimum Range masked edit boxes must be less than or equal to the values entered in the Maximum Range masked edit boxes.
The value labels are provided to aid the vendor manager in establishing the Peer Group selection variables. They are for display purposes only and are not factors in the calculation.
Only the selection variables that are activated are included in the calculation. The active variables are examined for the vendor as a percentage association with each potential Peer Group. The vendor value for the selection variable is compared to each Peer Group range and all Peer Groups that match are assigned some percentage possibility. The Peer Groups for which the range does not apply have a 0% match for the parameter. For all ranges that do match, the average of the range is determined and all the Peer Groups are placed onto a 100% scale. The nearest match (deferring to the current or lowest Peer Group number, respectively, in the case of a tie) is determined to be the best Percentage Match with all others being disregarded.
The Percentage Match formula for a specific criterion is the Peer Group value, minus the absolute value of the normalized Peer Group and Vendor difference, divided by the Peer Group value. The actual calculation is as follows, where x = Vendor value and y = Peer Group value: ((y-|x-y|)/y)*100.
The Priority assignment will value the highest priority element 5% more than the average element and the remaining elements' weight distributed evenly across a scale ((max-min)/(variables-1)). The actual Priority Max/Min formula is as follows, where x = # of active variables (1-8): (100/x)+or-5.
Each of the variable percentage values is weighted by the variable priority and the total for each Peer Group is calculated. The highest total Peer Group percentage is suggested as the best match. Therefore, if a Peer Group has the highest Percentage Match for all measured criteria for a specific vendor, then it is a 100% overall match based on the values given by the Priority assignment formula. Iff a Peer Group has the highest Percentage Match for only the number 1 priority criterion of only two measured criteria, then it is a 55% overall match.
The following data elements are available:
Sales Volume Min Range masked edit box
Enter the minimum total sales for a vendor within the peer group in this masked edit box.
The control is enabled when:
The Sales Volume Include check box is checked.
It allows the entry of numeric characters. The mask for the masked edit box is "$###,###,###".
Sales Volume Max Range masked edit box
Enter the maximum total sales for a vendor within the peer group in this masked edit box.
The control is enabled when:
The Sales Volume Include check box is checked.
It allows the entry of numeric characters. The mask for the masked edit box is "$###,###,###".
Sales Volume Avg in Peer Group value label
The value label displays the average total sales for vendors within the peer group.
It uses the following format: "$###,###,###". The value is calculated in the following way:
Sum the AnnualGrossSales value in the Vendor database table where the PeerGroup value matches the PeerGroup value in the PeerGroup database table for the peer group being edited. The AnnualGrossSales value is updated when the WIC and/or Non-WIC sales values are updated in the Vendor Folder.
Count the records in the Vendor database table where the PeerGroup value matches the PeerGroup value in the PeerGroup database table for the peer group being edited.
Divide the sum by the count.
The information displayed is read-only. The value label displays in the inverse color of the screen.
WIC Sales Min Range masked edit box
Enter the minimum WIC sales for a vendor within the peer group in this masked edit box.
The control is enabled when:
The WIC Sales Include check box is checked.
It allows the entry of numeric characters. The mask for the masked edit box is "$###,###,###".
WIC Sales Max Range masked edit box
Enter the maximum WIC sales for a vendor within the peer group in this masked edit box.
The control is enabled when:
The WIC Sales Include check box is checked.
It allows the entry of numeric characters. The mask for the masked edit box is "$###,###,###".
WIC Sales Avg in Peer Group value label
The value label displays the average WIC sales for vendors within the peer group.
It uses the following format: "$###,###,###". The value is calculated in the following way:
Sum the AnnualWICFoodSales value in the Vendor database table where the PeerGroup value matches the PeerGroup value in the PeerGroup database table for the peer group being edited.
Count the records in the Vendor database table where the PeerGroup value matches the PeerGroup value in the PeerGroup database table for the peer group being edited.
Divide the sum by the count.
The information displayed is read-only. The value label displays in the inverse color of the screen.
Number of Cash Registers Min Range masked edit box
Enter the minimum number of cash registers used by a vendor within the peer group in this masked edit box.
The control is enabled when:
The Number of Cash Registers Include check box is checked.
It allows the entry of numeric characters. The mask for the masked edit box is "###,###,###".
Number of Cash Registers Max Range masked edit box
Enter the maximum number of cash registers used by a vendor within the peer group in this masked edit box.
The control is enabled when:
The Number of Cash Registers Include check box is checked.
It allows the entry of numeric characters. The mask for the masked edit box is "###,###,###".
Number of Cash Registers Avg in Peer Group value label
The value label displays the average number of cash registers used by vendors within the peer group.
It uses the following format: "###,###,###". The value is calculated in the following way:
Sum the CheckoutRegisters value in the Vendor database table where the PeerGroup value matches the PeerGroup value in the PeerGroup database table for the peer group being edited.
Count the records in the Vendor database table where the PeerGroup value matches the PeerGroup value in the PeerGroup database table for the peer group being edited.
Divide the sum by the count.
The information displayed is read-only. The value label displays in the inverse color of the screen.
Square Footage Min Range masked edit box
Enter the minimum square footage for a vendor within the peer group in this masked edit box.
The control is enabled when:
The Square Footage Include check box is checked.
The mask for the masked edit box is "###,###,###".
Square Footage Max Range masked edit box
Enter the maximum square footage for a vendor within the peer group in this masked edit box.
The control is enabled when:
The Square Footage Include check box is checked.
The mask for the masked edit box is "###,###,###".
Square Footage Avg in Peer Group value label
The value label displays the average amount of square footage by vendors within the peer group.
It uses the following format: "###,###,###". The value is calculated in the following way:
Sum the SquareFootage value in the Vendor database table where the PeerGroup value matches the PeerGroup value in the PeerGroup database table for the peer group being edited.
Count the records in the Vendor database table where the PeerGroup value matches the PeerGroup value in the PeerGroup database table for the peer group being edited.
Divide the sum by the count.
The information displayed is read-only. The value label displays in the inverse color of the screen.
Geographic Area drop-down list box
Select a geographic area for vendors from this drop-down list box.
The control is enabled when:
The Geographic Area Include check box is checked.
The list is populated from the VendorGeographicalAreas database table.
Geographic Area Mode in Peer Group value label
The value label displays the mode for the geographic areas in which vendors are located within the peer group.
The value is calculated in the following way:
Select the records in the Vendor database table where the PeerGroup value matches the PeerGroup value in the PeerGroup database table for the peer group being edited.
Count the number of occurrences for each GeographicArea value in the Vendor database.
The GeographicArea value with the highest count is the mode. If two or more values are equal, there is no discrete mode and no mode is displayed.
The information displayed is read-only. The value label displays in the inverse color of the screen.
Store Type drop-down list box
Select a store type for vendors from this drop-down list box.
The control is enabled when:
The Store Type Include check box is checked.
The list is populated from the StoreType database table.
Store Type Peer Group Mode value label
The value label displays the mode for the store types of vendors within the peer group.
The value is calculated in the following way:
Select the records in the Vendor database table where the PeerGroup value matches the PeerGroup value in the PeerGroup database table for the peer group being edited.
Count the number of occurrences for each StoreTypeID value in the Vendor database. If two or more values are equal, there is no discrete mode and no mode is displayed.
The StoreTypeID value with the highest count is the mode.
The information displayed is read-only. The value label displays in the inverse color of the screen.
Scanners radio button group
This radio button group allows the user to specify whether vendors within the peer group use scanners. The following radio buttons are included in the group:
Yes radio button
This control indicates that vendors within the peer group use scanners.
The control is enabled when:
The Scanners Include check box is checked.
No radio button
This control indicates that vendors within the peer group do not use scanners.
The control is enabled when:
The Scanners Include check box is checked.
Scanners Mode in Peer Group value label
The value label displays the mode for vendor scanner use within the peer group.
The value is calculated in the following way:
Select the records in the Vendor database table where the PeerGroup value matches the PeerGroup value in the PeerGroup database table for the peer group being edited.
Count the number of occurrences for each ElectronicScanners value in the database.
The ElectronicScanners value with the highest count is the mode. If two or more values are equal, there is no discrete mode and no mode is displayed.
The information displayed is read-only. The value label displays in the inverse color of the screen.
Above 50% radio button group
This radio button group allows the user to specify whether vendors within the peer group have the Above50PercentVendor column in the Vendor database table set to "Y" or "N". The following radio buttons are included in the group:
Yes radio button
This control indicates that vendors within the peer group have an Above50PercentVendor value of "Y".
The control is enabled when:
The Above 50% Include check box is checked.
No radio button
This control indicates that vendors within the peer group do not have an Above50PercentVendor value of "N".
The control is enabled when:
The Above 50% Include check box is checked.
Above 50% Mode in Peer Group value label
The value label displays the mode for vendor scanner use within the peer group.
The value is calculated in the following way:
Select the records in the Vendor database table where the PeerGroup value matches the PeerGroup value in the PeerGroup database table for the peer group being edited.
Count the number of occurrences for each Above50PercentVendor value in the database.
The Above50PercentVendor value with the highest count is the mode. If two or more values are equal, there is no discrete mode and no mode is displayed.
The information displayed is read-only. The value label displays in the inverse color of the screen.
Click the Save button to save captured data on the screen.
It is the default button for the screen unless otherwise noted.
It has a mnemonic of "S". Its keyboard shortcut is the Enter key.
It does not have a mnemonic. Its keyboard shortcut is the Esc (escape) key.
The Peer Group Assessment screen displays when the button is clicked.
If data can be validated and saved on the screen, the following processes occur when the screen is processed:
A process to check for required controls as identified in the Data Map below is performed.
A process to check for valid entries as identified individually for each applicable control in Screen Elements above is performed.
A process to check for edits and cross edits as identified for each applicable control in Screen Elements above is performed.
If any checks or processes fail, a standard error message displays.
If no data can be validated and saved on the screen:
No cross edits are performed.
All values are considered legitimate.
No data is written to the database.
The Data Map defines the values saved for all controls on the screen. If available, any additional notes or comments are displayed in the Notes column.
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Control Label |
Control Type |
Table. Column |
Notes |
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Peer Group |
value label |
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Count |
value label |
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+Sales Volume Include |
check box |
PeerGroupVariableValue.Include |
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+Sales Volume Priority |
text box |
PeerGroupVariableValue.Priority |
Required if the Sales Volume Include check box is checked. |
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+Sales Volume Min Range |
masked edit box |
PeerGroupVariableValue.MinimumValue |
Required if the Sales Volume Include check box is checked. |
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+Sales Volume Max Range |
masked edit box |
PeerGroupVariableValue.MaximumValue |
Required if the Sales Volume Include check box is checked. |
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Sales Volume Avg in Peer Group |
value label |
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+WIC Sales Include |
check box |
PeerGroupVariableValue.Include |
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+WIC Sales Priority |
text box |
PeerGroupVariableValue.Priority |
Required if the WIC Sales Include check box is checked. |
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+WIC Sales Min Range |
masked edit box |
PeerGroupVariableValue.MinimumValue |
Required if the WIC Sales Include check box is checked. |
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+WIC Sales Max Range |
masked edit box |
PeerGroupVariableValue.MaximumValue |
Required if the WIC Sales Include check box is checked. |
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WIC Sales Avg in Peer Group |
value label |
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+Number of Cash Registers Include |
check box |
PeerGroupVariableValue.Include |
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+Number of Cash Registers Priority |
text box |
PeerGroupVariableValue.Priority |
Required if the Number of Cash Registers Include check box is checked. |
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+Number of Cash Registers Min Range |
masked edit box |
PeerGroupVariableValue.MinimumValue |
Required if the Number of Cash Registers Include check box is checked. |
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+Number of Cash Registers Max Range |
masked edit box |
PeerGroupVariableValue.MaximumValue |
Required if the Number of Cash Registers Include check box is checked. |
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Number of Cash Registers Avg in Peer Group |
value label |
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+Square Footage Include |
check box |
PeerGroupVariableValue.Include |
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+Square Footage Priority |
text box |
PeerGroupVariableValue.Priority |
Required if the Square Footage Include check box is checked. |
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+Square Footage Min Range |
masked edit box |
PeerGroupVariableValue.MinimumValue |
Required if the Square Footage Include check box is checked. |
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+Square Footage Max Range |
masked edit box |
PeerGroupVariableValue.MaximumValue |
Required if the Square Footage Include check box is checked. |
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Square Footage Avg in Peer Group |
value label |
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+Geographic Area Include |
check box |
PeerGroupVariableValue.Include |
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+Geographic Area Priority |
text box |
PeerGroupVariableValue.Priority |
Required if the Geographic Area Include check box is checked. |
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+Geographic Area |
drop-down list box |
PeerGroupVariableValue.SingleValues |
Required if the Geographic Area Include check box is checked. |
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Geographic Area Mode in Peer Group |
value label |
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+Store Type Include |
check box |
PeerGroupVariableValue.Include |
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+Store Type Priority |
text box |
PeerGroupVariableValue.Priority |
Required if the Store Type Include check box is checked. |
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+Store Type |
drop-down list box |
PeerGroupVariableValue.SingleValues |
Required if the Store Type Include check box is checked. |
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Store Type Peer Group Mode |
value label |
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+Scanners Include |
check box |
PeerGroupVariableValue.Include |
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+Scanners Priority |
text box |
PeerGroupVariableValue.Priority |
Required if the Scanners Include check box is checked. |
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+Scanners |
radio button group |
PeerGroupVariableValue.SingleValues |
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Scanners Mode in Peer Group |
value label |
· |
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+Above 50% Include |
check box |
PeerGroupVariableValue.Include |
· |
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+Above 50% Priority |
text box |
PeerGroupVariableValue.Priority |
Required if the Above 50% Include check box is checked. |
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+Above 50% |
radio button group |
PeerGroupVariableValue.SingleValues |
· |
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Above 50% Mode in Peer Group |
value label |
· |
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+ Denotes data written to the database when screen processing occurs (if applicable). The process that writes data to the database does not occur on screens displayed in read-only or Details mode.
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Software Version: 2.40.00
