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

Revision as of 07:30, 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)

See Also

• Batch Update