Difference between revisions of "Arcadia - Level 2 Summary (matrix) Settings"
| Line 1: | Line 1: | ||
There are four configurable options available: | There are four configurable options available: | ||
| − | * Roles - Show Summary (matrix) | + | * [[Arcadia_-_Level_2_Summary_(matrix)_Settings#Roles_-_Show_Summary_.28matrix.29|Roles - Show Summary (matrix)]] |
| − | * Roles - View Level 2 Group Status | + | * [[Arcadia_-_Level_2_Summary_(matrix)_Settings#Roles_-_View_Level_2_Group_Status|Roles - View Level 2 Group Status]] |
| − | * Level 2 Type to Omit for Summary | + | * [[Arcadia_-_Level_2_Summary_(matrix)_Settings#Level_2_Type_to_Omit_for_Summary|Level 2 Type to Omit for Summary]] |
| − | * Level 2 Status to Omit for Summary | + | * [[Arcadia_-_Level_2_Summary_(matrix)_Settings#Level_2_Status_to_Omit_for_Summary|Level 2 Status to Omit for Summary]] |
[[Image:ArcadiaL2Summary.png|border]] | [[Image:ArcadiaL2Summary.png|border]] | ||
Revision as of 10:15, 25 June 2013
There are four configurable options available:
- Roles - Show Summary (matrix)
- Roles - View Level 2 Group Status
- Level 2 Type to Omit for Summary
- Level 2 Status to Omit for Summary
Contents
Roles - Show Summary (matrix)
The Show Summary section provides access to a cross-tabbed standard view of the level 2, with drill down options.
It can be made available on a role by role basis, using the Lookup button to select those roles that can access the Summary section.
If a user logs in with a role that is permitted to see the Level 2 Summary section when they access the UTA in the Arcadia view they have the option in the Level 2 to view the Summary section.
If a user logs in with a role that is not permitted to see the Level 2 Summary section then when they access the UTA in the Arcadia view they will not have the option to view the Summary section against the Level 2 and will instead see only the List View.
Roles - View Level 2 Group Status
The View Level 2 Group Status is used to restrict certain roles from seeing the exact status of level twos.
Instead they see a group status that masks multiple individual statuses within a single overall status.
This setting is used on conjunction with the Group Name field of the UTA Statuses.
Use the Lookup button to select those roles that should see the group status.
Level 2 Type to Omit for Summary
The Level 2 Type to Omit for Summary section is used to exclude certain Level 2 Types from the Summary Matrix.
This could include historic types that are no longer of interest to the organization.
Click on the Lookup button and select the Level 2 Types to be excluded, then click OK.
Leave the section blank if all Level 2 Types are to be included in the summary matrix.
Level 2 Status to Omit for Summary
The Level 2 Status to Omit for Summary section is used to exclude certain Level 2 statuses from the Summary Matrix.
Click on the Lookup button and select the Level 2 statuses to be excluded, then click OK.
Leave the section blank if all Level 2 statuses are to be included in the summary matrix.
