Difference between revisions of "Arcadia - Level 2 Summary (matrix) Settings"
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| − | There are | + | __NOTOC__ |
| − | * Roles - Show Summary (matrix) | + | There are four configurable options available: |
| − | * Roles - View Level 2 Group Status | + | * [[Arcadia_-_Level_2_Summary_(matrix)_Settings#Roles_-_Show_Summary_.28matrix.29|Roles - Show Summary (matrix)]] |
| − | * Level 2 Type to Omit for Summary | + | * [[Arcadia_-_Level_2_Summary_(matrix)_Settings#Roles_-_View_Level_2_Group_Status|Roles - View Level 2 Group Status]] |
| − | * Level 2 Status to Omit for Summary | + | * [[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]] | [[Image:ArcadiaL2Summary.png|border]] | ||
| − | + | ===Roles - Show Summary (matrix)=== | |
| − | The '''Show Summary''' section provides access to | + | *The '''Show Summary''' section provides access to cross-tabbed standard view of the {{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]]. | ||
| − | + | ===Roles - View Level 2 Group Status=== | |
| − | + | *The '''View Level 2 Group Status''' is used to restrict certain roles from seeing the exact status of {{l2}}s. | |
| + | *Instead they see a [[Status Group Name|group status]] that masks multiple individual statuses within a single overall status. | ||
| + | *This setting is used in conjunction with the [[Status Group Name|Group Name]] field of the UTA Statuses. | ||
| + | *Use the {{LookupButton}} button to select those roles that should see the [[Status Group Name|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 {{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. | ||
| − | === | + | ===Level 2 Status to Omit for Summary=== |
| − | The ''' | + | *The '''Level 2 Status to Omit for Summary''' section is used to exclude certain Level 2 [[status]]es from the [[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. | |
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| − | Click on the | ||
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| − | Leave the section blank if all Level 2 | ||
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==See Also== | ==See Also== | ||
Latest revision as of 11:23, 25 June 2013
There are four configurable options available:
- Roles - Show Summary (matrix)
- Roles - View Level 2 Group Status
- Level 2 Type to Omit for Summary
- Level 2 Status to Omit for Summary
Roles - Show Summary (matrix)
- The Show Summary section provides access to cross-tabbed standard view of the Level 2, with drill-down options.
- It can be made available on a role-by-role basis, using the
button to select those roles that can access the Summary section against the Level 2. - 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.
Roles - View Level 2 Group Status
- The View Level 2 Group Status is used to restrict certain roles from seeing the exact status of Level 2s.
- Instead they see a group status that masks multiple individual statuses within a single overall status.
- This setting is used in conjunction with the Group Name field of the UTA Statuses.
- Use the 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 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 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.
