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Level 3 Activity List Batch Update

361 bytes added, 12:31, 29 August 2013
Configuring Activity List Batch Update
The '''Level 3 Activity List Batch Update''' feature allows the [[status]] of one or more Level 3 {{l3}} Activities to be changed directly from the Level 3 [[List View]] . *This includes both the [[List View]] of all Level 3 activities (if enabled) and the list of Level 3 activities at the bottom of a Level 2 {{l2}} record.
* Select the appropriate records and click the '''Approve''' button (Note the initial status is ''Submitted'')
:[[File:L3BatchSubmitted.png|link=]]
* Click OK to accept the change:
:[[File:L3BUpdateconfirm.png|link=]]
* The result with status changed to ''Approved for Invoicing'':
:[[File:L3BatchApproved.png|link=]]
==Configuring Activity List Batch Update==
There are 2 two settings that must be configured to use the '''Level 3 Activity List Batch Update'''
1) Manager Permission:<br>
The [[Roles]] permitted to use this feature must be selected for each [[UTA]] via the [[Manager_Permissions_-_UTA_Permissions|Manager Permission]] setting under '''Roles & Permissions'''::[[File:L3BatchUpdateMgrPerm.png|link=]]
2) UTA Application Configuration settingsSettings:<br>The destination [[Status]] must be set on the '''Application Configuration''' page, found within [[UTA_Settings_-_Miscellaneous|Miscellaneous tab]] of the Level 3 [[UTA Settings sectionPage]]::[[File:L3BatchUpdateSettings.png|link=]]
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 [[UTA Settings Page]] is set to ''--Disabled--'' the button will not appear.
* Only one [[Status]] can be set in this manner.
* Any Level 3 record displayed can be changed with this feature. Users must be careful to not change the status of any records that should not be changed (i.e.: from ''Invoiced'' to ''Approved for Invoicing'')
==See Also==
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