Difference between revisions of "Level 3 Activity List Batch Update"

From SmartWiki
Jump to: navigation, search
Line 1: Line 1:
−
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]] at the bottom a Level 2 record.
+
The '''Level 3 Activity List Batch Update''' feature allows the [[status]] of one or more Level 3 Activities to be changed directly from the Level 3 [[List View]] at the bottom a Level 2 record.
  
  

Revision as of 16:40, 18 August 2010

The Level 3 Activity List Batch Update feature allows the status of one or more Level 3 Activities to be changed directly from the Level 3 List View at the bottom a Level 2 record.


The process is illustrated here:

  • Select the appropriate records and click the Approve button (Note the initial status is Submitted)
L3BatchSubmitted.png


  • Click OK to accept the change:
L3BUpdateconfirm.png


  • The result with status changed to Approved for Invoicing:
L3BatchApproved.png


Configuring Activity List Batch Update

There are 2 settings that must be configured to use the Activity List Batch Update


1) Manager Permission:
The Roles permitted to use this feature must be selected for each UTA via the Manager Permission setting under Roles & Permissions:

L3BatchUpdateMgrPerm.png


2) UTA Application Configuration settings:
The destination Status must be set on the Application Configuration page, found within the Level 3 Settings section:

L3BatchUpdateSettings.png

The label for the button can also be defined in this section.

Note: if no label is entered the default label of Approve will be used.


Notes

  • If the Batch Update Level 3 to: Status setting on the Application Configuration page is set to --Disabled-- the button will not appear.
  • Only one Status can be set in this manner.

See Also

Retrieved from ‘https://wiki.smartsimple.com/index.php?title=Level_3_Activity_List_Batch_Update&oldid=10476’