Personal Transaction

Set of custom fields grouped together into a specific transaction type and linked to a role. For example, a candidate role may have a career type transaction. Multiple transaction records can be linked to a single contact in that role.

Personal transactions also represent items that the user maintains in their profile using the UCI.

• The administrator defines the transaction types.
• Examples of transaction types are education, work history, or publications history.
• Each transaction type supports custom fields, a list view template, and the ability to control if the transaction type is available to the user, via the UCI.
• Each transaction type can be associated with one or more roles within the system.
• These transactions are also visible within the administrative interface for each contact.
• When a user subscribes to a folder, their profile becomes searchable to all other users subscribed to the folders.
• The Administrator defines the folders and associates the folders with each UCI.
• These folders are actually constructs from the SmartSimple Applicant Tracking system.

Creating a Personal Transaction Type

1. Click Configuration, User Centric Interface menu.

2. Click the Transaction Types tab.

3. Click the New Type tab.
File:Transaction grant File:Transaction grant2 Each Transaction type consists of the following standard settings:

• Name - name of the transaction type. For example: Education.
• Type - choose people, for people-related transactions or company, for company-related transactions.
• Display Order - the order in which the transaction types should be listed, in both the administrative interface, and the UCI.
• Associated Roles - the roles to be associated with this transaction type. Use everyone to associate the transaction type with all users.
• Deny Review Roles - the roles to be associated with this transaction type that you want to deny view ability.
• Use Publication Service – indicates that this transaction type can be completed using a web service such as PUBMED. Enabling this option will display a service lookup link in the User Centric Interface when the user adds a transaction of this type.
• Built-in Fields - there are four standard fields associated with a generic transaction type: start date, end date, subject, and description. If these fields are not required, set their label settings to blank.
• Field Button - provides a link to the custom field list for this transaction type.

See Also

• Transaction Status
• Transaction Attribution