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Arcadia - Level 2 Summary (matrix) Settings

581 bytes added, 15:23, 25 June 2013

→‎Level 2 Type to Omit for Summary

__NOTOC__There are 4 four configurable options available:* [[Arcadia_-_Level_2_Summary_(matrix)_Settings#Roles_-_Show_Summary_.28matrix.29|Roles - Show Summary (matrix)]]* [[Arcadia_-_Level_2_Summary_(matrix)_Settings#Roles_-_View_Level_2_Group_Status|Roles - View Level 2 Group Status]]* [[Arcadia_-_Level_2_Summary_(matrix)_Settings#Level_2_Type_to_Omit_for_Summary|Level 2 Type to Omit for Summary]]* [[Arcadia_-_Level_2_Summary_(matrix)_Settings#Level_2_Status_to_Omit_for_Summary|Level 2 Status to Omit for Summary]]

[[Image:ArcadiaL2Summary.png|border]]

====Roles - Show Summary (matrix)====

*The '''Show Summary''' section provides access to a cross-tabbed standard view of the level 2{{l2}}, with drill -down options.*It can be made available on a role-by-role basis, using the {{LookupButton}} button to select those roles that can access the Summary section against the {{l2}}.*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]].

It can be made available on a role by role basis, using the Lookup button to select those roles that can access the Summary section.===Roles - View Level 2 Group Status===

If a user logs in with a role that is *The '''permittedView Level 2 Group Status''' is used to see restrict certain roles from seeing the Level 2 Summary section when exact status of {{l2}}s. *Instead they access the see a [[UTAStatus Group Name|group status]] that masks multiple individual statuses within a single overall status. *This setting is used in conjunction with the Arcadia view they have [[Status Group Name|Group Name]] field of the option in UTA Statuses.*Use the Level 2 {{LookupButton}} button to view select those roles that should see the Summary section[[Status Group Name|group status]].

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 Type to view the Omit for Summary section against the Level 2 and will instead see only the List View.===

*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}} 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.

====Roles - View Level 2 Group Status=to Omit for Summary===

*The '''View Level 2 Group Statusto Omit for Summary''' section is used to restrict exclude certain roles Level 2 [[status]]es from seeing the exact status of level twos[[Summary Matrix]].*Click on the {{LookupButton}} 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.

Instead they see a group status that masks multiple individual statuses within a single overall status. ==See Also==* [[Arcadia Settings]]* [[Arcadia - Level 1 Summary (matrix) Settings]]

This setting is used on conjunction with the Group Name field of the UTA Statuses. Use the Lookup 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 Lookup 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 Lookup 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[[Category:Arcadia]]

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Arthur Lathrop

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