Overview

The Assignment Grid feature provides a more efficient means of adding Users to UTA records when there is a Consumer/Provider relationship.

It allows restrictions on the type and status of Consumer records that will be listed.

It allows restrictions on the roles of the users to be added and the roles that they can be added with.

Configuration - Essentials

The Assignment Grid Settings are only available to those UTAs configured as Providers.

Go to UTA Settings - Connectivity.
If UTA is configured as a Provider then there will be an Assignment Grid Settings option.
Clicking this will take user to the Assignment Grid Settings list view.
Click the New Assignment Grid button at the top of the page.
Select the Consumer Application that the Grid will be configured against and click Continue.
The Assignment Grid Settings page is displayed with the following options:

Link Caption: name that will be displayed when selecting Assignment Grid in Provider record.
Roles Available to: roles that will be able to select Assignment Grid option in Provider record.
Consumer Assignment Roles: roles associated with the Consumer record contacts section. Used when assigning users to the Consumer record.
Consumer Status Filter: statuses associated with the Consumer record. Used to control which Consumer records will be available when assigning users.
Consumer Type Filter: types associated with the Consumer record. Used to control which Consumer records will be available when assigning users.
Contact Role Filter: roles associated with the Provider record contacts section. Used to control which contacts from Provider record can be assigned to the Consumer record.
Summary Role: roles associated with the Consumer record contacts section. Used to control the roles that will be referenced in the Summary section.
Additional Options - Header Template for Contacts: define column headers when Contacts are displayed in Assignment Grid
Additional Columns: define any additional column to be be used when Contacts are displayed in Assignment Grid

The Assignment Declaration Buttons options are only available to those UTAs configured as Providers.

Go to UTA Settings - Connectivity.
If UTA is configured as a Provider then there will be an Assignment Declaration Buttons option.
Clicking this will take user to the Assignment Declaration Buttons list view.
Click the New Declaration Button button at the top of the page.
Select the Consumer Application that the Grid will be configured against and click Continue.
The Assignment Declaration Buttons page is displayed with the following options:

Type: drop-down listing the Provider record types that the buttons will be available against.
Monitored Role: drop-down listing the roles that the buttons will be used in conjunction with against. Users assigned to Consumer record in the selected role will be presented with the Declaration buttons.
Button Caption: caption that will appear on the button
Header Caption: header will appear on the Declaration section.
Template: QA Rev1 template Committee: @name@ Application Name: @consumer.Name@
Comment Field: select UTA Level 1 Role Custom Field-Global from drop-down
Yes - Button Label: Accept
Yes - Contact Role Change to: Reviewer Accepted
Yes - Comment Fields Mandatory: use toggle to switch on
Yes - Create Level 2: use toggle to switch on
Yes - Level 2 Default Type: select Provider Type 1 caption from drop-down
Yes - Level 2 Default Status: select default
Yes - Redirect URL: /s_viewuser.jsp?userid=@me.userid@
No - Button Label: Declined
No - Contact Role Change to: select Reviewer Declined from drop-down

Option	Description	Example

Option	Description	Example