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Field Revision Annotations

396 bytes added, 12:05, 25 August 2016
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To use the Field Revision Annotation feature, an Annotation Type needs to be created. The Annotation Type also allows users to define role based permissions.
* Click on the '''Configuration''' menu, then select the '''[[Roles & Permissions]]''' option.<>
* The '''Annotation Type''' page is displayed.
* To edit an existing Annotation Type click on the Annotation Type line on the left panel.
===Configure Role based permissions against individual UTA Statuses===
* Edit the related Status setting individual UTA Statuses to allow control who can view and edit the annotations feature to be available for records , and who can modify fields in this statusannotation mode.
* From the related UTA, click on the '''Settings''' icon.
* Navigate to Level 1, 2, or 3 tab, and click on the '''Statuses''' hyperlink.
* Create a new status (click on the '''+ New Status''' icon) or edit an existing status (click on the edit status icon).
* Go to Permissions & Availability section .* The following fields from the '''Edit Status''' form are related to Revision Annotations. ::* '''View Annotation Role''' - those [[UTA role|UTA Role]] that can view annotations at the particular status::* '''View and Create Annotation Roles''' - those [[UTA role|UTA Role]] that can view and edit annotations at the particular status::* '''Edit Field in Annotation Mode Roles''' - those [[UTA role|UTA Role]] that can edit the field when it is locked ::* '''Open Record in Annotation Mode''' - those [[UTA role|UTA Role]] that will be able to access the entity in Annotation Mode, without the need to explicitly turn annotation on
==Notes==
Smartstaff, administrator
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