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Assignment Grid

85 bytes added, 18:26, 20 October 2017
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The Assignment Grid Settings are only available to those UTAs configured as [[Configuring_UTA_Provider/Receiver_(Consumer)_Relationships#Enable_Provider_UTA|Providers]].
1. Go to UTA Settings - Connectivity. <br/>2. If UTA is configured as a Provider then there will be an '''Assignment Grid Settings''' option. <br/>3. Clicking this will take user to the '''Assignment Grid Settings''' list view. <br/>4. Click the '''New Assignment Grid''' button at the top of the page.<br/>5. Select the '''Consumer Application''' that the Grid will be configured against and click '''Continue'''. <br/> 6. The '''Assignment Grid Settings''' page is displayed with the following options:<br/>
:*'''Link Caption''': name that will be displayed when selecting Assignment Grid in Provider record.
:*'''Roles Available to''': roles that will be able to select Assignment Grid option in Provider record.
The Assignment Declaration Buttons options are only available to those UTAs configured as [[Configuring_UTA_Provider/Receiver_(Consumer)_Relationships#Enable_Provider_UTA|Providers]].
1. Go to UTA Settings - Connectivity. <br/>2. If UTA is configured as a Provider then there will be an '''Assignment Declaration Buttons''' option. <br/> 3. Clicking this will take user to the '''Assignment Declaration Buttons''' list view.<br/>4. Click the '''New Declaration Button''' button at the top of the page.<br/>5. Select the '''Consumer Application''' that the Grid will be configured against and click '''Continue'''. <br/>
6. The '''Assignment Declaration Buttons''' page is displayed with the following options:
:*'''Type''': drop-down listing the Provider record types that the buttons will be available against.
The Assignment Reminder Settings options are only available to those UTAs configured as [[Configuring_UTA_Provider/Receiver_(Consumer)_Relationships#Enable_Provider_UTA|Providers]].
1. Go to UTA Settings - Connectivity. <br/>2. If UTA is configured as a Provider then there will be an '''Assignment Reminder Settings''' option. <br/> 3. Clicking this will take user to the '''Assignment Reminder Settings''' list view.<br/>4. Click the '''New Reminder Settings''' button at the top of the page.<br/>5. Select the '''Consumer Application''' that the Grid will be configured against and click '''Continue'''. <br/> 6. The '''Assignment Reminder Settings''' page is displayed with the following options: <br/>
:*'''Type''': drop-down listing the Provider record types that the buttons will be available against.
:*'''Monitored Role''': drop-down listing the roles that the buttons can be used in conjunction with. Users assigned to Consumer record in the selected role will be presented with the Declaration buttons.
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