Difference between revisions of "Level 3 Activity List Batch Update"

Revision as of 15:39, 18 August 2010

The Level 3 Activity List Batch Update feature allows you to change the status of one or more Level 3 Activities from the Level 3 List View at the bottom 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 2 settings that must be configured to use the 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 Application Configuration settings:
The destination Status must be set on the Application Configuration page, found within the Level 3 Settings 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.

Notes

• If the Batch Update Level 3 to: Status setting on the Application Configuration page is set to --Disabled-- the button will not appear.
• Only one Status can be set in this manner.

See Also

• Batch Update