Queries regarding cloning document in PeopleSoft ePerformance 9.1

We are using PeopleSoft ePerformance 9.1 and tools version is 8.52.15. Our client is using delivered system as it is and no customization.
Question 1 : We have cloned the document from existing document but not finding the rating option for goals in cloned document. Our client has completed mid year document now they want to create year end document by using mid year document. We are not seeing the rating option for goals and behavior, so how client to enter the rating for each goals and behavior. Our client is planning to pass final performance rating from year end document to compensation. Can you please help us?
Question 2: Our client did not include "Overall Summary Section" for capturing overall rating in the template definition but they have already created mid year document and completed. Now we modified the template by including ""Overall Summary Section" section and then tried to create year end document by cloning mid year document but Summary section row is not inserted in section table (EP_APPR_B_SEC) for new document. is it working correctly (template changes will not take and consider only base document properties while cloning the document) or we are missing something?
Our client wants to complete year end process ASAP so it is very urgent and critical. Please help us to solve this issue and your help will be greatly appreciated.

Unless you already have the installation files for HCM9.1 FP1, you can only download HCM9.1 FP2 from Oracle Software Delivery Cloud (edelivery).
I would advise to upgrade to the highest available FP, this will save a lot of effort in patching the application.
PeopleTools 8.52 is certified with HCM PF2.
PeopleTools 8.52 is certified with Oracle Database 10.2.0.5.0 on Oracle Solaris on SPARC (64-bit) 10
Hope this helps.
Hakan

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