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| − | Although Transactions are normally only attached to contact records, they can be enabled within a UTA to allow them to be associated with Level 1 entities.
| + | #REDIRECT [[UTA Settings - Transaction]] |
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| − | This feature is generally only used when a person’s activity, such as a certification or a degree, needs to be attributed back to a grant.
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| − | This can be enabled as follows:
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| − | * Within the UTA under Settings click on Application Configuration
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| − | * In the Application Settings section click to enable '''Enable Transactions - Add UTA transactions and attribute personal and organisation transactions'''
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| − | * Save the page
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| − | * Scroll down to the '''Transaction Type Settings''' Section and select the transaction types you wish to enable for this UTA
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| − | When viewing a Level 1 record a section will now appear with a Tab for each of the Transaction Types you have enabled.
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| − | You can also restrict the types of transactions available for each Level 1 template type.
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| − | * Within the UTA under Settings click on Application Configuration
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| − | * Click into the Level 1 '''Templates''' and select the relevant Level 1 templates,
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| − | * In the '''Disabled Transaction Type''' section check the boxes next to the Transaction Types you wish to disable for the selected template.
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| − | [[Image:DisableTransactions.PNG]]
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| − | [[Category:Universal Tracking Application]][[Category:Personal Transactions]]
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