Attaching Transactions to a UTA Level 1 Record
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Revision as of 13:59, 18 September 2013 by Arthur Lathrop (talk | contribs)
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.
