What are File Management Default Record Add options in 3.1?
Problem
We are putting in our information for the upcoming Fall sessions. For any New Activities (not archived from last fall), when we go to add a Section, we are being asked to choose a Default Section to use as a template. Only one activity/section is available, and it is not one we really want to use as a Default. This has not happened when we were inputting new material in our previous seasons. Is there a way to disable this or at least increase the number of options in the list?
Solution
The answer to both questions is Yes.
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Yes: you can disable the Default prompt. This is controlled in the Permissions profile Default Record Permission Group.
- The selection you make determines the options you receive when attempting to Add a new record in File Maintenace for the Module selected.
- This is a Module by Module setting, so there is a separate field in this group for each module.
- Refer to the 'i' information icons for these fields, as they offer a full explanation of the different options and their functionality.
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Yes: you can increase the number of available Default Record selections, if desired. This is done in File Management for the module in which you're working (Activity Section Update, in the question above).
- When Adding a new record, select Default as the Status (in lieu of Active).
- 'Default' status records show up in the Drop-down list referenced in the question above, and allow you to create exact-copy records upon clicking the Add button from the File Management DataGrid for the module you're working in (in this case, Activity Section Management).
- Refer to the 'i' information icons for the Status field in File Management, as they offer a full explanation of the different options and their functionality.
Note: Along with all Modules (AR, PM, FR, etc.), 'Default' record functionality is available for Fees and Rules as well.