Changes

Arcadia - Level 2 Summary (matrix) Settings

130 bytes added, 15:23, 25 June 2013
Level 2 Type to Omit for Summary
====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 Status''' is used to restrict certain roles from seeing the exact status of level twos.  Instead they see a group status that masks multiple individual statuses within a single overall status.  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 [[status]]es from the [[Summary Matrix]]This could include historic types that are no longer of interest to the organization.  *Click on the Lookup {{LookupButton}} button and select the Level 2 Types statuses to be excluded, then click OK.  *Leave the section blank if all Level 2 Types statuses 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.
==See Also==
8,849
edits