Administrators within SIPS have the ability to edit the default percentage amounts on the allocation codes. This article walks you through changing the default percentage amounts for Conservative to 2%, Moderate to 3.5%, and Aggressive to 5%. We will start on the Welcome Landing Page.
Related Articles: Changing the Colors of the Allocation Codes, Adding An Allocation Code, Editing the Maximum Percentage Amounts on the Allocation Codes, Deleting an Allocation Code
Step 1: Settings: Click on the Settings button located on the right-hand side of your screen.
Step 2: Allocation Codes: Click on the Allocation Codes button on the right-hand side of the screen. 
Step 3: Conservative Default % Textbox: Move your cursor into the Conservative Default % textbox and enter the new default percentage amount. 
Step 4: Moderate Default % Textbox: Move your cursor into the Moderate Default % textbox and enter the new default percentage amount. 
Step 5: Aggressive Default % Textbox: Move your cursor into the Aggressive Default % textbox and enter the new default percentage amount. 
Step 6: Save: Click on the green Save button underneath the Allocation Code List heading. 
Step 7: Saved Allocation Codes: SIPS will have automatically saved the new Default % amounts.
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