Difference between revisions of "Arcadia - Level 2 Summary (matrix) Settings"

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(Created page with 'There are 4 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 Su…')
 
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There are 4 configurable options available:
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__NOTOC__
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* Roles - Show Summary (matrix)
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There are four configurable options available:
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* Roles - View Level 2 Group Status
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* [[Arcadia_-_Level_2_Summary_(matrix)_Settings#Roles_-_Show_Summary_.28matrix.29|Roles - Show Summary (matrix)]]
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* Level 2 Type to Omit for Summary
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* [[Arcadia_-_Level_2_Summary_(matrix)_Settings#Roles_-_View_Level_2_Group_Status|Roles - View Level 2 Group Status]]
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* Level 2 Status to Omit for Summary
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* [[Arcadia_-_Level_2_Summary_(matrix)_Settings#Level_2_Type_to_Omit_for_Summary|Level 2 Type to Omit for Summary]]
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* [[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]]
  
  
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====Roles - Show Summary (matrix)====
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===Roles - Show Summary (matrix)===
  
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The '''Show Summary''' section provides access to a cross-tabbed standard view of the level 2, with drill down options.
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*The '''Show Summary''' section provides access to cross-tabbed standard view of the {{l2}}, with drill-down options.
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*It can be made available on a role-by-role basis, using the {{LookupButton}} button to select those roles that can access the Summary section against the {{l2}}.
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*If a user logs in with a role that is '''permitted''' to see the Summary section against the Level 2 when they access the [[UTA]] in the Arcadia view, they have the option to view the Summary section.
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*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]].
  
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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.
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===Roles - View Level 2 Group Status===
  
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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.
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*The '''View Level 2 Group Status''' is used to restrict certain roles from seeing the exact status of {{l2}}s.
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*Instead they see a [[Status Group Name|group status]] that masks multiple individual statuses within a single overall status. 
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*This setting is used in conjunction with the [[Status Group Name|Group Name]] field of the UTA Statuses.
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*Use the {{LookupButton}} button to select those roles that should see the [[Status Group Name|group status]].
  
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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.
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===Level 2 Type to Omit for Summary===
  
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*The '''Level 2 Type to Omit for Summary''' section is used to exclude certain [[Level 2 Types]] from the [[Summary Matrix]].
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*This could include historic types that are no longer of interest to the organization. 
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*Click on the {{LookupButton}} button and select the Level 2 Types to be excluded, then click OK. 
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*Leave the section blank if all Level 2 Types are to be included in the Summary Matrix.
  
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====Roles - View Level 2 Group Status====
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===Level 2 Status to Omit for Summary===
  
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The '''View Level 2 Group Status''' is used to restrict certain roles from seeing the exact status of level twos.  
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*The '''Level 2 Status to Omit for Summary''' section is used to exclude certain Level 2 [[status]]es from the [[Summary Matrix]].
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*Click on the {{LookupButton}} button and select the Level 2 statuses to be excluded, then click OK. 
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*Leave the section blank if all Level 2 statuses are to be included in the Summary Matrix.
  
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Instead they see a group status that masks multiple individual statuses within a single overall status. 
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==See Also==
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* [[Arcadia Settings]]
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* [[Arcadia - Level 1 Summary (matrix) Settings]]
  
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This setting is used on conjunction with the Group Name field of the UTA Statuses.
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[[Category:Arcadia]]
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Use the Lookup button to select those roles that should see the group status.
 
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====Level 2 Type to Omit for Summary====
 
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The '''Level 2 Type to Omit for Summary''' section is used to exclude certain Level 2 Types from the Summary Matrix.
 
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This could include historic types that are no longer of interest to the organization. 
 
−
 
 
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Click on the Lookup button and select the Level 2 Types to be excluded, then click OK. 
 
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Leave the section blank if all Level 2 Types are to be included in the summary matrix
 
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====Level 2 Status to Omit for Summary====
 
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The '''Level 2 Status to Omit for Summary''' section is used to exclude certain Level 2 statuses from the Summary Matrix.
 
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Click on the Lookup button and select the Level 2 statuses to be excluded, then click OK. 
 
−
 
 
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Leave the section blank if all Level 2 statuses are to be included in the summary matrix
 

Latest revision as of 10:23, 25 June 2013

There are four configurable options available:

ArcadiaL2Summary.png


Roles - Show Summary (matrix)

  • The Show Summary section provides access to 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 Lookupbutton.PNG button to select those roles that can access the Summary section against the Level 2.
  • If a user logs in with a role that is permitted to see the Summary section against the Level 2 when they access the UTA in the Arcadia view, they have the option 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 2s.
  • Instead they see a group status that masks multiple individual statuses within a single overall status.
  • This setting is used in conjunction with the Group Name field of the UTA Statuses.
  • Use the Lookupbutton.PNG 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 Lookupbutton.PNG 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 Lookupbutton.PNG 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.

See Also

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