View source for Activating Transactions within the UCI

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The '''Additional Details''' tab within the personal setting tab will currently be blank.

This tab is used to display [[User|user]] transactions, but as you have yet to select the personal transaction types that you wish to display in the interface it is currently empty.

1. Click '''My Profile''', '''Additional Details'''.

[[Image:Ciu26.png]]

You can configure the UCI from the [[Browser|browser]] window where you are logged in as an [[Administrator|administrator]] and then switch to the UCI window to review the changes.

2. Switch to the [[Administrator]] [[Browser|browser]] window.

3. Choose the [[Configuration Menu|Configuration]], [[User Centric Interface]] [[Menu|menu]].

4. Click the '''Employee Centric Interface'''.

5. Scroll to the '''Transaction Settings''' section.

[[Image:Ciu27.png]]

6. Click the '''Transaction List''' link.

The '''Transaction Layout''' page is displayed.

[[Image:Ciu28.png]]

This page is used to control the transaction types that you wish to display in the UCI and the layout of these transactions. You can choose not to display all transaction types within the UCI.

* '''Name''' - The [[Menu|menu]] name for the transaction type when displayed in the UCI. This will default to the transaction type name but can be changed.
* '''Transaction Type''' - Select the transaction type to be displayed.
* '''Help Text''' - Text to be displayed above the transaction list.
* '''Field List''' - Displays the field names used within the transaction type. These can be copied into the '''Transaction''' template box.
* '''List Template''' - The fields and HTML formatting used to define the look of the transaction as a list view.
* '''Transactions''' - The section at the bottom of this page displays the defined transaction types.

7. Select '''Education''' from the '''Transaction Type'''.

[[Image:Ciu29.png]]

* The name is set to the '''Transaction Type'''.

[[Image:Ciu30.png]]

* The '''Field List''' displays the fields associated with this template.

[[Image:Ciu31.png]]

8. Set the '''Help Text''' as shown below.

[[Image:Ciu32.png]]

9. Set the '''List Template''' as shown below.

[[Image:Ciu33.png]]

* The word '''Type''': will be displayed in bold followed by the '''Degree Type''' [[Custom Field|custom field]].
* The '''Word Institution''': will be displayed in bold followed by the '''Institution Name''' [[Custom Field|custom field]].
* The '''Link''' field used to display the education details is displayed as an '''Edit Link'''.
* Two line breaks are used to separate each entry.

10. Click the '''Save''' button.

The transaction is displayed at the bottom of the page.

[[Image:Ciu34.png]]

11. Switch to the [[Browser|browser]] window containing the UCI.

12. Click into the '''My Profile''', '''Addition Details''' tab.

13. Click the '''Education''' [[Menu|menu]].

[[Image:Ciu35.png]]

* The help text is displayed at the top of the page.
* The individual transactions are displayed below.
* The '''Edit''' link is used to display the details of the individual transactions.

14. Click the '''Edit''' button for either transaction.

[[Image:Ciu36.png]]

The education record is displayed. There are thee buttons displayed for the record.

* '''Save''' – save the records if modified.
* '''Links''' – to associate the record with a [[Universal Tracking Application]].
* '''Delete''' – to delete the record.


[[Category:System Management]][[Category:User Centric Interface]]