Mass Maintenance

Assign a Custom Page to a Template Role

To optimize flexibility in request processing, Mass Maintenance allows a Template Administrator to assign any page in any component in the Stewardship Tier to a Data role. A user assigned to the role navigates to this custom page by clicking the Data Entry button on the Request (Roles) page. A Review role accesses the custom page while reviewing the request.

NOTE: If the custom page should allow a user to perform a mass change, refer to Add a Mass Change Custom Link to a Custom Page for more information.

NOTE: To add a custom page to a role at the template level, the template must not be active or must be in Developer Mode. Refer to Modify an Active Template in Developer Mode for more information.

NOTE:Mass Maintenance does not apply a Review filter set for a Review role to a custom page.

To assign a custom page to a template role:

  1. Click Team on Navigation pane.
  2. Click Templates for a team.
  3. Click Roles for a template.
  4. Click Vertical View for the role.
  5. Click the Page Settings tab.
  6. Click the Custom Page check box to enable it.

  7. Click Edit.

    View the field descriptions for the Template (Role) page’s Vertical View.

  8. Select a component in the WebApp ID list box that contains the custom page.

  9. Select the custom page from the Page ID list box.

    NOTE: The page that corresponds to the Page ID opens when the user(s) assigned to the Data Entry or Review roles for the template click the Data Entry button on the Request (Roles) page.

    NOTE: Once a WebApp ID and Page ID have been saved for the custom template, the columns on the custom page can be viewed on the Template (Role Column) page (Team > Templates > Roles > Columns).

  10. Click Save.

    NOTE: if assigning a custom page from a custom WebApp to a role, enter all the custom page information following these steps before generating the custom template (by clicking Generate Custom on the Templates page).