How to schedule changes in Ratestream

The latest update lets you schedule rate changes in advance. To get started, log in to Ratestream and click the "Create Revision" button. 
 

This will clone your existing rate table into a new revision.

Once created, you can toggle between your live rates and the revision using the dropdown box. Your revision will be selected by default after it's created. 

To start editing or to schedule changes, click the edit button. 

From here, you can make changes to your rates and then select one of the following:
1. Cancel - This will discard your changes

2. Save draft - This will save your changes without scheduling or publishing them

3. Schedule - This will save your changes and allow you to schedule them for publication at a later time. 

4. Publish Now - This will overwrite your live rates immediately. 


Frequently Asked Questions:

Can I have more than one revision? Currently, you may have only one revision at a time. Once it has been published, you can create a new revision based on those rates. 

Can I restore my old rates after a change is published? No. Once you have published your revision, your old rates are archived and cannot be restored. 

What timezone does the scheduler use? The scheduler defaults to your computer's time zone.

Can I import rates for my revision? Yes. Rates will be imported to or exported from whichever group (live or revision) is currently active in the dropdown.