Mass Maintenance

Set a Column’s Control Status

A Template Administrator can designate which columns display on a template for each Review role. The Control Status for a column in a template can be set to Enabled, Disabled, or Hidden at the template-Review role level.

NOTE: Control Status for columns can only be used for Mass Maintenance-generated pages and is not available for custom pages.

NOTE: This feature works in conjunction with column properties set at the page level in the Stewardship Tier. Mass Maintenance uses the most restrictive setting when displaying columns. In general, the Hidden setting for a column is more restrictive then a Disabled setting, and a Disabled setting is more restrictive than an Enabled setting. For example, if a column is hidden at the page level in the Stewardship Tier but is enabled at the template-Review role level in Mass Maintenance, the column will be hidden.

NOTE: On the Template (Role) page, the Columns and Excel Column Control icons are disabled after a user records a template. Once the template is generated, these icons are enabled. To generate a template, on the Templates page’s Vertical View, click Generate.

NOTE: If the user creates a template with roles that have custom pages assigned, the Columns icon on the Template (Role) page is disabled for those roles with custom pages even after the template is generated.

NOTE: To change these settings, the template must not be active or must be in Developer Mode. Refer to Modify an Active Template in Developer Mode for more information.

To set a column’s Control Status for a template at the Review role level:

  1. Click Team in the Navigation pane.
  2. Click Templates for a team.
  3. Click Roles for a template.
  4. Click Columns for the Review role.

  5. Click an icon on the Page toolbar to indicate the control status for the role for the selected column(s). Options are:

    Enabled - The column(s) display on the generated Excel file and can be viewed and edited for data entry.

    Disabled – The column(s) display on the generated Excel file and can be viewed but not edited for data entry.

    Hidden - The column(s) do not display on the generated Excel file.

NOTE: To select a contiguous range of items, hold down the Shift key and select the first and last items in the range. To select a noncontiguous range of items, hold down the Ctrl key and select each item.

Refer to Import a File at the Request-Role Level for more information.