Difference between revisions of "Level 3 Activity List Batch Update"
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The '''Level 3 Activity List Batch Update''' feature allows you to change the [[status]] of one or more Level 3 Activities from the Level 3 [[List View]] below a Level 2 record. | The '''Level 3 Activity List Batch Update''' feature allows you to change the [[status]] of one or more Level 3 Activities from the Level 3 [[List View]] below a Level 2 record. | ||
| − | |||
| + | The process is illustrated here: | ||
| − | [[File: | + | * Select the appropriate records and click the '''Approve''' button (Note the initial status is ''Submitted'') |
| + | :[[File:L3BatchSubmitted.png]] | ||
| − | [[File: | + | * Click OK to accept the change: |
| + | :[[File:L3BUpdateconfirm.png]] | ||
| + | |||
| + | * The result with status changed to ''Approved for Invoicing'': | ||
| + | :[[File:L3BatchApproved.png]] | ||
| + | |||
| + | |||
| + | ==Configuring Activity List Batch Update== | ||
| + | There are 2 settings that must be configured to use the '''Activity List Batch Update''': | ||
| + | # The [[Roles]] permitted to use this feature must be selected for each [[UTA]] via the [[Manager Permission]] page. | ||
| + | # The destination [[Status]] must be set on the [[Application Configuration]] page. | ||
Revision as of 16:18, 18 August 2010
The Level 3 Activity List Batch Update feature allows you to change the status of one or more Level 3 Activities from the Level 3 List View below a Level 2 record.
The process is illustrated here:
- Select the appropriate records and click the Approve button (Note the initial status is Submitted)
- Click OK to accept the change:
- The result with status changed to Approved for Invoicing:
Configuring Activity List Batch Update
There are 2 settings that must be configured to use the Activity List Batch Update:
- The Roles permitted to use this feature must be selected for each UTA via the Manager Permission page.
- The destination Status must be set on the Application Configuration page.
