Configuring drivers

IMPORTANT: If this the first time you are configuring these drivers, you must first assign the Rolling Forecast Global Driver Management role to at least one user (preferably an RF Admin user).

In Axiom Rolling Forecasting, each rolling forecast plan file includes a set of associated driver files with configuration settings and assumptions referenced by all of the other files associated with each plan file.

You access and update Axiom Rolling Forecasting drivers using a number of utilities located in the Setup section of the RF Admin task pane.

NOTE: Your Axiom Rolling Forecasting Security administrator sets up permissions for what you can view and edit in these utilities. Not all of the tabs or settings described in the next few sections may be available to you. If this is the case, a message will display in the utility.

Manage drivers using two following utilities:

  • RF Configuration
  • Drivers

The utilities group drivers based on their function:

Utility Driver tab / Subtabs/ Description
Configuration (Planning Configuration)
  • General – Configure current fiscal period. View planning and system settings.
  • Visibility Options – Configure plan file column and worksheet visibility.
  • Workday Periods – Configure the number of annual FTE Hours and the number of workdays in a period.
Drivers
  • Planning Questions – Add to, edit, or delete the default questions to include in plan files.
  • Drivers – Configure global forecast driver assumptions.
  • Code Mapping
    • Match Codes – (formerly “Census Codes”) Configure matching for the Inpatient Census Code, Revenue Deduction Code, and Salary - Hour Code.
    • Driver Codes – (formerly “Stat Codes”) Configure Global Default Drivers, RF Plan Group Exceptions, and RF Group Exceptions.
  • Adjustments
    • Revenue – Configure the RF Revenue Forecast adjustments.
    • Expenses – Configure the RF Expense Forecast adjustments.
    • Hours – Configure the RF Hours Forecast adjustments.
  • Global Data – Configure the global data assumptions, add, import, and update global data.