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Field Revision Annotations

625 bytes removed, 19:54, 24 August 2016

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==Configuring Field Revision Annotations==

 The first step in configuring the Field Revision Annotation is to create an Annotation Type and permission it based on Roles. You can then go to a UTA and configure Role based permissions against individual UTA Statuses to control who can view and edit the annotations, and who can modify fields in annotation mode.  ===Creating a New an Annotation PermissionType=== To use the Field Revision Annotation feature, an Annotation Type needs to be created. The Annotation Type defines the characteristics, behaviors, and also allows users to define role based permissions for the specific annotation. 

# Click on the '''Configuration''' menu, then select the '''[[Roles & Permissions]]''' option.

# The '''Annotation Type''' page is displayed.

# To edit an existing Annotation Type click on the Annotation Type line on the left panel. # To create a new Annotation Type complete the field options listed under the '''New Annotation Type''' section.. . ## View & Create: define those roles that can both view and create this Annotation type## View only: define those roles that are only able to view this Annotation type

# Click '''Save'''.

====Annotation Type Field Options====

'''Field Options'''

* '''Language''' - Choose the language that will apply to this annotation.

* '''Name''' - Enter a name for this annotation.

* '''Caption''' - Enter a caption.

* '''Display Order''' - Enter a number to represent where this annotation will be displayed in relation to other annotations in the list of annotations.

* '''Description''' - Enter a description for this annotation.

* '''Color Code'''' - Choose a color that will represent this annotation type when in use.

* '''Workflow''' - Select the workflow that will be triggered by this annotation type.

* '''No Updates''' -

* '''Notes Options''' - ------------- '''Note:''' these options are delimited by semi-colon (;)

 

'''Role Permissions'''

This section specifies how specific UTA roles will interact with this annotation type.

* '''View & Create''' - Roles added to this field will have the permission to both view and create new annotations of this type.

* '''View Only''' - Roles added to this field will have view permissions for this annotation type.

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===Modifying a Status to Include Annotations===

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Ciaran Donnelly

Smartstaff, administrator

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