Difference between revisions of "Attaching Transactions to a UTA Level 1 Record"
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Revision as of 17:45, 27 July 2009
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.
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.
This can be enabled as follows:
- Within the UTA under Settings click on Application Configuration
- In the Application Settings section click to enable Enable Transactions - Add UTA transactions and attribute personal and organisation transactions
- Save the page
- Scroll down to the Transaction Type Settings Section and select the transaction types you wish to enable for this UTA
When viewing a Level 1 record a section will now appear with a Tab for each of the Transaction Types you have enabled.
Restricting Transaction Types by Template
You can also restrict the types of transactions available for each Level 1 Template.
- Within the UTA under Settings click on Application Configuration
- Click into the Level 1 Templates and select the relevant Level 1 templates,
- In the Disabled Transaction Type section check the boxes next to the Transaction Types you wish to disable for the selected template.
