Attaching Transactions to a UTA Level 1 Record

Although Transactions are normally only attached to contact records, they can be enabled within a UTA to allow them to be associated with Level 1 entities.

This feature is generally only used when a person’s activity, such as a certification or a degree, needs to be attributed back to a grant.

This can be enabled as follows:

• On the UTA Settings Page, click on the General tab.
• In the Application Settings section, select Enable Transactions - Add UTA transactions and attribute personal and organisation transactions
• Save the page
• A new tab, "Transactions," will appear. Switch to the Transactions tab and select the transaction types you wish to enable for this UTA

When viewing a Level 1 record a section will now appear with a Tab for each of the Transaction Types you have enabled.

Restricting Transaction Types by Template

You can also restrict the types of transactions available for each Level 1 Template.

• Within the UTA, click on the Settings tab.
• On the main Settings page Click into the Level 1 Templates and select the relevant Level 1 template.
• Click on the "View Status" tab.
• In the Disabled Transaction Type section check the boxes next to the Transaction Types you wish to disable for the selected template.