Helpful best practice in Level 2 MB to make sure line item names are correct


Hi -

Having module and line item names in Level 2 is critical to having the correct formulas for the exams.  I am not the best typer so what I do to eliminate any error is:

  1. Copy the table that is listed in the training instructions to Excel
  2. When adding in the line items, copy/paste from Excel the names of the line items
  3. I also copy/paste the "purpose" of the line item into the Notes column of the line item in Blueprint mode.

This process makes adding the line items quick, easy and fool proof.