Difference between revisions of "Level 3 Activity List Batch Update"
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| − | The '''Level 3 Activity List Batch Update''' feature allows the [[status]] of one or more | + | The '''Level 3 Activity List Batch Update''' feature allows the [[status]] of one or more {{l3}} Activities to be changed directly from the Level 3 [[List View]]. |
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| + | *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 {{l2}} record. | ||
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* Select the appropriate records and click the '''Approve''' button (Note the initial status is ''Submitted'') | * Select the appropriate records and click the '''Approve''' button (Note the initial status is ''Submitted'') | ||
| − | :[[File:L3BatchSubmitted.png]] | + | :[[File:L3BatchSubmitted.png|link=]] |
* Click OK to accept the change: | * Click OK to accept the change: | ||
| − | :[[File:L3BUpdateconfirm.png]] | + | :[[File:L3BUpdateconfirm.png|link=]] |
* The result with status changed to ''Approved for Invoicing'': | * The result with status changed to ''Approved for Invoicing'': | ||
| − | :[[File:L3BatchApproved.png]] | + | :[[File:L3BatchApproved.png|link=]] |
==Configuring Activity List Batch Update== | ==Configuring Activity List Batch Update== | ||
| − | There are | + | There are two settings that must be configured to use the '''Level 3 Activity List Batch Update''' |
1) Manager Permission:<br> | 1) Manager Permission:<br> | ||
| − | The [[Roles]] permitted to use this feature must be selected for each [[UTA]] via the [[Manager Permission]] setting under '''Roles & Permissions''': | + | 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]] | + | :[[File:L3BatchUpdateMgrPerm.png|link=]] |
| − | 2) UTA | + | 2) UTA Settings:<br> |
| − | The destination [[Status]] must be set on the | + | The destination [[Status]] must be set on the [[UTA_Settings_-_Miscellaneous|Miscellaneous tab]] of the [[UTA Settings Page]]: |
| − | :[[File:L3BatchUpdateSettings.png]] | + | :[[File:L3BatchUpdateSettings.png|link=]] |
The label for the button can also be defined in this section. | 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. | :''Note: if no label is entered the default label of '''Approve''' will be used. | ||
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==Notes== | ==Notes== | ||
| − | * If the '''Batch Update Level 3 to:''' [[Status]] setting on the | + | * If the '''Batch Update Level 3 to:''' [[Status]] setting on the [[UTA Settings Page]] is set to ''--Disabled--'' the button will not appear. |
* Only one [[Status]] can be set in this manner. | * 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'') | * 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'') | ||
Latest revision as of 07:31, 29 August 2013
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.
- 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 record.
The process is illustrated here:
- Select the appropriate records and click the Approve button (Note the initial status is Submitted)
- Click OK to accept the change:
- The result with status changed to Approved for Invoicing:
Configuring Activity List Batch Update
There are two settings that must be configured to use the Level 3 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:
2) UTA Settings:
The destination Status must be set on the Miscellaneous tab of the UTA Settings Page:
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 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)
