Adding an Agency View

The Add Agency View component enables you to enter basic settings and begin creating an agency view.

To access the component, click the Agency Views link in the System Administration component, and then select Add from the Actions menu on the component header.

To save a new agency view, you must enter a value in these fields:

The value entered in the Entity field indicates the entity from which users will be able to access the agency view when it is rendered. For example, if 'Contract' is entered in the Entity field, users will be able to access the agency view from the Contract Administration Summary.

You can also record information in the Remarks field. Remarks are optional unless your agency has specified them as required in the remark configuration.

When you are finished, click the Save button. The system displays the new agency view on the Agency View Summary and displays a message to confirm that your changes were saved. For more information, see Maintaining an Agency View.

Related topics:

Working with Agency Entities

Working with Agency Views

 

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