Attaching Transactions to a UTA Level 1 Record

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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:

  • Within the UTA under Settings click on Application Configuration
  • In the Application Settings section click to enable Enable Transactions - Add UTA transactions and attribute personal and organisation transactions
  • Save the page
  • Scroll down to the Transaction Type Settings Section 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.

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