Arcadia - Level 2 Summary (matrix) Settings

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Revision as of 10:23, 25 June 2013 by Arthur Lathrop (talk | contribs) (Roles - View Level 2 Group Status)

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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