Mass Maintenance
Configure Templates
A user can also create a custom template or base a Mass Maintenance template on an Integrate template.
Refer to Create Templates for more information.
Once a template is created, it requires additional configuration by the Template Administrator.
NOTE:Two databases and WebApps are installed when Mass Maintenance is installed: the cMass and cMass_Data databases, and the Mass Maintenance and dspCompose_Data WebApps. WebApp dspCompose and its database cMass contain all the settings and validations that come with the installation and should not be modified. Make all customizations and create data validations in the dspCompose_Data WebApp and database to prevent customizations from being overwritten during any upgrades.
To configure a template, the template must be inactive or must be in Developer Mode. Refer to Modify an Active Template in Developer Mode for more information.
To configure a template the following options are available:
- Add and Configure Template Roles
- Configure Columns for File Generation and Data Entry
- Add Org Units to Templates
- Link a Template to a Page
- Add Users to Templates
- Set Validation Threshold
- Configure Retention Parameters
- Assign Default Data Source and Views
- Add a Data Source that Stores Views for Import
- Add a Rule to a Template Role Event
- Register Rules to Template-level Events
- Set Tables to Store Posting Feedback
- Set Force Reject Severity
- Register Tables for Download as a Finish Process
- Register Tables for Download through Data Services
- Activate the Template
- Modify an Active Template in Developer Mode