Create a New Sector Model and Sectors
1. Navigate to Setup -> Sector Models, to set these up or speak to your Fastrak office administrator if you cannot access this area
The screen with no Sector Models setup will look like this - with no Sectors on the left and a list of Funds on the right waiting to be allocated.
2. Place your cursor in the Sector Model field
3. Type in the name of the Sector Model you require or
4. Click on the Orange plus icon à a default name appears that can be overtyped
5. Tick the Default box if you want this model to appear first on the list in the Reports section of Fastrak
6. To add individual Sectors, Place Cursor in the Add Sectors field
7. Type in the name of the sector you require e.g., Cash
8. Click on the Orange icon – It will appear in the Sectors & Associated funds in model area see below:
9. Each sector defaults to the colour Black – Click on the colour palette and choose from the colour wheel – Drag inside the colour box to choose the specific colour shade
10. or enter the hex code from your branded colours you require à select Save or Cancel if you wish to change the colour
11. To re-order your Sectors à Drag and drop them in the order you require
12. Repeat steps 1-11 to create additional Sectors
Please see example below of a Sector Model and sectors
