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23 bytes added, 15:33, 22 October 2021
Creating UTA Statuses
==Creating UTA Statuses==
To work with statuses within a UTA, you need '''Administrator Access''' for that UTA. If you have this permission, go to the '''Configuration
Settings''' on the UTA, signified by the gear icon. Next, choose the Level 1 , Level 2, or Level 2 3 tab, and then click on the '''Statuses''' link.
[[Image:status-001.png|400px]]
The '''Status''' settings for Level 1, Level 2 and Level 3 are similar, with a few differences outlined below.
* For Level 1 statuses , click the '''Statuses''' link in the Level 1 settings pagetab, located second from the left in the [[UTA Settings - Settings|UTA Settings]].* For Level 2 and statuses, click the '''Statuses''' link in the Level 2 settings tab, located third from the left in the [[UTA Settings - Settings|UTA Settings]] (if enabled). * For Level 3 statuses click the '''Statuses''' link in the Level 2 3 settings sectiontab, located fourth from the left in the [[UTA Settings - Settings|UTA Settings]] (if enabled).
[[Image:status-002.png|400px]]
:: '''Note''''': Level 2 and Level 3 Statuses are both created and managed on the same page.'':: ''By default any statuses you create here will be available to both Level 2 and Level 3 records, but can be restricted to either Level 2 or Level 3 using the '''Status Availability''' section (described below).'': :* Details of each status are displayed when you click into a specific status.
==Organization/Contact Statuses==
Smartstaff
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