Heatmaps Summary Page

This page is the gateway to the Heatmap feature and related functionality. To access this page from the LHS menu, click Processes, then click Heatmaps.

Use the Heatmaps Summary screen to perform the following actions:

• Create
• Refresh
• View
• Edit
• Save As
• Delete
• Approve or Reject
• Search

The Heatmaps Summary page contains the following features:

Figure 8-1 Heatmaps Summary

Table 8-1 Heatmaps Summary page – Fields and Descriptions

Column	Description
Add	Click the Add icon to create a new Heatmap definition.
Delete	Select a Heatmap definition and then click the Action icon adjacent to the selected definition and select Delete to delete an existing Heatmap definition. This action is disabled for definitions that contain the status Approved or Pending for Authorization.
Refresh	Click the Refresh icon to refresh the Summary Page.
Help	Click the Help icon to view the Heatmap definition Help page.
Search	Use this field to search for a Heatmap to View, Edit, Save As, Delete, and Approve or Reject. For more information on using this feature, see the Search a Heatmap definition section.
Field Search	Enter the name of the Heatmap Definition to filter the list of Heatmap Definition by values that match the search term. For more information on using this feature, see the Search a Heatmap definition section.

The Heatmaps Summary page displays the list of Heatmaps Definitions that have been defined by the user and offers several actions that allow you to perform different tasks. This page contains the following columns:

Table 8-2 Heatmaps Columns

Column	Description
Name	Displays the Heatmap Definition's name.
Version	Displays the version of the definition.
Created By	Displays the User ID of the user who created the definition.
Creation Date	Displays the date and time of the creation of the definition.
Last Modified By	Displays the User ID of the user who last modified the definition.
Last Modified Date	Displays the date and time of the last modification of the definition.
Status	This column displays the status of the definition: Approved - The definition has been approved by the Approver. Definitions that are in this status can be Viewed and Save As Pending for Authorization - The definition has been submitted to the approver and is pending approval. When a definition is in this status, only the View action is available. Rejected - The definition has been rejected by the Approver and has been sent back to the Analyst. Definitions that are in the Rejected status can be Viewed, Edited or Deleted by an Analyst user. Additionally, when using the View or Edit action, you can view the comments from the Approver in the Comments tab of the Audit Panel. The Analyst user can modify a definition with this status and then resubmit it to the approver for approval. Draft -The definition has been saved but has not been submitted to the Approver for approval. Definitions that are in the Draft status can be Viewed, Edited or Deleted by an Analyst user. For more information on the approval process, see Approve or Reject a Heatmap Definition.
Action	The following tasks are available for the Heatmap Definition in the Action column. View- Click the Action icon adjacent to the Heatmap Definition Name and select View to view the contents of a Heatmap Definition in read format. Edit- Click the Action icon adjacent to the Heatmap Definition Name and select Edit to edit the contents of a Heatmap Definition in read/write format. Save As- Click the Action icon adjacent to the Heatmap Definition Name and select Save As to copy the Mappings from one Legal Entity to a new Legal Entity or from one definition to a new one.. Delete- Click the Action icon adjacent to the Heatmap Definition name and select Delete to delete an existing Heatmap Definition. Note: Approved definitions cannot be deleted. Approve/Reject- Click the Action icon adjacent to the Heatmap Definition name and select Approve or Reject to Authorize or Reject an existing Heatmap Definition. This action can only be performed by a user with the Approver role.