Administrators within SIPS have the ability to add a unique allocation code. In this article, we'll show you how to create one from start to finish. For our example, we're adding an allocation code called Very Aggressive with a purple color, a 5% default, an 8% maximum, and an opportunistic risk level. We will start on the Welcome Landing Page.
Related Articles: Changing the Colors of the Allocation Codes, Editing the Default Percentage Amounts on the Allocation Codes, 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: Add Allocation Code: Click on the green Add Allocation Code button underneath the Allocation Code List heading. 
Step 4: Code: Enter the title for the allocation code. 
Step 5: Sel: Click on the green Sel button and select a color. 
Step 6: Default %: Textbox: Move your cursor into the Default % textbox and enter the new default percentage amount. 
Step 7: Maximum % Textbox: Move your cursor into the Maximum % textbox and enter the new maximum percentage amount. 
Step 8: Risk Level Dropdown Caret Arrow: In the Risk Level dropdown, select the drop-down caret arrow and select a risk level. 
Step 9: Save: Click on the green Save button underneath the Allocation Code List heading. 
Step 10: Allocation Code List: SIPS will automatically add the new Allocation Code to the list. 
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