View source for Setting Standard Fields for Level 3

==Setting Standard Fields for Level 3==

In this article you will set the standard fields for Level 3.

1. Click the '''Standard Fields''' link.

The Standard Fields list is displayed.  This is exactly the same list as for Level 2.

[[Image:Uta117.png]]
 
2. Set the following fields:

[[Image:Uta118.png]]
 
Not all fields are shown above, only the ones that need to be set.

3. Click the '''Save''' button.

==Setting Types==

Next you need to create the types of actions for Level 3.

1. Click the '''Settings''' tab.

2. Scroll to the '''Action Settings''' section.

3. Click the '''Types''' link.

The Action Types page is displayed.

4. Create two action types: '''Research''' and '''Documentation Preparation'''.

[[Image:Uta119.png]]
 
==Setting Statuses==

Finally, you will set the two statuses required to indicate the status of the actions – '''In progress''' and '''Complete'''.  As the Level 2 and Level 3 items share the same statuses it will be necessary to adjust the scope of the statuses that you previously created for the Level 2 items.

1. Click the '''Activity Settings (Level 2) Statuses''' link.

[[Image:Uta120.png]]
 
The two current statuses are displayed.

[[Image:Uta121.png]]
 
==Level 2/3 Status Availability Options==

Note the Status Availability Options.

[[Image:Uta122.png]]
 
If you don’t explicitly set the status it will be available at Level 2 and Level 3.  But by choosing the appropriate options button you can restrict the availability to either Level 2 or Level 3.

1. For the two existing statuses set the '''Not available for Actions'''.

2. Add the following statuses and set their '''Not available for Activities'''.

[[Image:Uta123.png]]
 
The Status Availability will look as follows:
 
[[Image:Uta124.png]]


{| cellpadding="5" style="background-color:#F0F0F0;border-style: solid; border-width: 2px"
| [[Image:Previous.png|link=Activating Level 3]] &nbsp;[[Activating Level 3]]
| &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;
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|}



[[Category:Universal Tracking Application]][[Category:Applications]]