The UTA Provider/Consumer relationship framework enables data exchange between distinct Universal Tracking Application (UTA) modules. In this framework, one UTA/module is designated as the provider, making its records accessible to a second UTA/module, which functions as the consumer and retrieves data from the provider UTA/module. Both Level 1 and Level 2 entities can participate in a Provider/Consumer relationship. Connection settings define the scope of this relationship, including record level, template or type, and status.
Who: Global administrators
What Are UTA Provider/Consumer Relationships
The UTA Provider/Consumer relationship framework enables data and information to be shared between different UTAs/modules on the same instance data exchange. In this framework, one UTA/module is designated as the provider, making the records it contains accessible to a second UTA/module. The second UTA/module functions as the consumer, retrieving data from the provider UTA/module. Both Level 1 and Level 2 entities can participate in a Provider/Consumer relationship.
When to Use UTA Provider/Consumer Relationships
Use UTA Provider/Consumer relationships when:
- Two separate UTA/modules need to share record data without merging into a single UTA/module.
- A consumer UTA/module needs to display or reference records from a provider UTA/module at either the Level 1 or Level 2 entity.
- Role-based attributes need to be tracked on the relationship between specific provider and consumer records.
- Linking a budget management UTA/module with an application management UTA/module during the approval process, to allocate payments from the budget UTA/module to specific grant applications.
How UTA Provider/Consumer Relationships Work
The provider UTA/module is configured to allow its records to be accessible from another UTA/module. The consumer UTA/module is then configured to retrieve those records, establishing a directed data-sharing relationship between the two modules.
Connection settings define the scope of this relationship: which record level (Level 1 or Level 2), which template or type, which status, and which ID field will link provider records to the consumer UTA/module. These settings give administrators precise control over exactly which provider records become visible within the consumer UTA/module.
Standard fields, UTA Providers and UTA Providers (L2), appear as sections on Level 1 records in the consumer UTA/module, establishing the direct link between a provider record and a consumer record. Optionally, connection roles allow administrators to track attributes of individual provider/consumer record associations using role-based custom fields, providing additional context on each specific pairing.
Resources
For more information about UTA Provider/Consumer relationships, see: