Setting Options for Phased Submissions Applications

  To set row options:

1. Select the Row tab.

2. Select a style:

   • To display the entities in a list view, select List.

   • To display the entities in Tree hierarchy format, select Tree.

     Note:

     When you select the Tree view option, it sets your system list to Hierarchy and display the Tree view.

3. From Entity View, select an option:

   • To view the entity information using the label, select Label.

   • To view the entity information using the description, select Description.

   • To view the entity information using both the label and description, select Both.

4. Optional: To show only active entities for the parent entity, select Show Active Only.

   Note:

   This option is available only if the application is set up for Organization by Period.

5. Optional: If you use a list view, you can select filter and sorting options as follows:

   • To filter by phases, select a phase.

   • To filter by review levels, from Review Levels, select a review level, and select an option:

     • and Above

     • and Below

     • Only

       If you do not change the default value of All, all review levels are displayed.

   • To filter the list by Pass or Fail status, from the Show drop-down list, select an option:

     • Pass Only

     • Fail Only

     • Pass and Fail

   • To filter the list by status, select an option: All, Calc Status, or Journal Status.

6. Optional: To set the rows per page, enter a Rows Per Page value or use the default value.

  To set column options:

1. Click the Column tab.

2. For Period View, click Single or All.

3. If you selected Single view, select one or more phases, review options, and status to display.

4. If you selected All view, from the Phase dropdown, select a phase, and from the Options dropdown, select an option.

5. When you finish selecting options, click OK to save the settings.