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Configure Level 1 and Level 2 Summaries

Updated

Summary settings control how the Summary displays Level 1 and Level 2 records in a Universal Tracking Application (UTA)/module. The Summary is a cross-tabbed view with drill-down options, available from the list view drop-down menu once enabled. By default, Types appear as row headings and Statuses appear as column headings. Setting names use the Level 1 or Level 2 caption of the UTA/module, such as Grant Application Summary for Level 1 or Activity Summary for Level 2.

Who: System administrators

When to Configure Level 1 and Level 2 Summaries

Configure Level 1 and Level 2 Summaries when:

  • A cross-tabbed view of Level 1 or Level 2 records by Type and Status is needed.
  • Specific roles need access to the Summary.
  • Specific roles need to see the group Status instead of the exact Status.
  • Historic Types or Statuses need to be left out of the Summary.

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Configure Level 1 and Level 2 Summary Settings

To configure the Summary settings for Level 1 and Level 2 records in a UTA/module:

  1. Click the Menu icon in the upper navigation bar, and then select the relevant UTA/module from the Applications drop-down menu.
  2. Click the Configuration Settings gear.
  3. Click the General tab, locate the Interface Options section, and then click Summary and List View Options. 
  4. Click the Enable Summary View field, and then select the relevant roles from the drop-down menu that should have access to the Summary.
  5. Click the View Group Status field, and then select the relevant roles that should have access to the group Status.
    • This setting restricts certain roles from seeing the exact Status of records. These roles see a group Status that masks multiple individual Statuses within a single overall Status, and the setting works with the Group Name field of the UTA/module Statuses.
  6. Click the Type to Omit for Summary field, and select the Types from the drop-down menu to be excluded.
    • Omitting Types excludes them from the Summary, such as historic Types. Leave the field blank to include all Types.
  7. Click Status to Omit for Summary field, select the Statuses from the drop-down menu to be excluded, and then click Save.
    • Omitting Statuses excludes them from the Summary. Leave the field blank to include all Statuses in the Summary.
  8. For Level 1 only, toggle Type, Organization, or Primary Contact on in Grant Application Summary Options, and then click Save.

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Access Summaries

Once Summary access is enabled for a role, the Summary is available from the list view drop-down menu in the UTA/module.

To access the Summary for Level 1 or Level 2 records:

  1. Click the Menu icon in the upper navigation bar, and then select the relevant UTA/module from the Applications drop-down menu.
  2. Click Default, and select Summaries from the drop-down menu.

    • The Summary option appears only for roles that have access. Roles without access see only the List View.

       

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