Adding a Retroactive DSM
Table of Contents
When adding a DSM, if you select a retroactive date, you will be presented with two options that will then influence the existing DSM effective dates and/or eliminate an existing DSM.
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Option One (select the date and leave the box below the date field unchecked) Â This option will create a DSM with the chosen effective date, but end date it to align with the next existing DSM. Â
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Option Two (select the date and check the box below the date field) Â This option will create a DSM with the chosen effective date and an end date one year in the future. Â This will also effectively replace any existing DSMs within that time frame or afterward.
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Option One
In this example, we are adding a DSM with an effective date of 08/01/2025 and not checking the box to designate a one-year end date.
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10/17/2025 |
10/17/2026 |
08/14/2025 |
10/16/2025 |
01/22/2025 |
08/13/2025 |
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This option will create a DSM with the chosen effective date, but end date it to align with the next existing DSM.
Adding a DSM with an 08/01/2025 start date, ended the DSM where that date exists, the day before (07/31/2025), and created the new DSM with the selected start date and an end just before the next DSM begins (08/13/2025).
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08/14/2025 |
10/16/2025 |
08/01/2025 |
08/13/2025 |
01/22/2025 |
07/31/2025 |
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📷See the step-by-step process (option one)Â
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Create a DSM by clicking Add New DSM or by clicking the C beside an existing DSM to copy it.  Â Once a past date is chosen, you'll be prompted to take action to specify how long this DSM should remain active.  Â In this example, we want the DSM to fill a span of time between existing DSMs, so we'll leave the box unchecked.  Â Once that new DSM is saved/signed the DSM/dates will shift accordingly.  |
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Option Two
In this example, we are adding a DSM with an effective date of 08/01/2025 and checking the box to designate a one-year end date for the DSM.
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09/19/2025 |
09/19/2026 |
10/03/2024 |
09/18/2025 |
10/05/2023 |
10/02/2024 |
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This option will create a DSM with the chosen effective date with an end date one year in the future.
Adding a DSM with an 08/01/2025 start date, ended the previous existing DSM one day before your selected start date (07/31/2025), added your new DSM, dated 08/01/2025 - 08/01/2026, and removed the DSM dated 09/19/2025 - 09/19/2026.
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08/01/2025 |
08/01/2026 |
10/03/2024 |
07/31/2025 |
10/05/2023 |
10/02/2024 |
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📷See the step-by-step process (option two)
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Create a DSM by clicking Add New DSM or by clicking the C beside an existing DSM to copy it.  Â Once a past date is chosen, you'll be prompted to take action to specify how long this DSM should remain active.  Â Check the box below the date field to give this DSM an end date one year after the selected effective date.  Â Once that new DSM is saved/signed, the DSM/dates will shift accordingly. The DSM that is no longer valid will appear with a strikethrough.  |
