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titleVERSION CONTROL

This is a version control mechanism. For information on how to add and adjust this information box appropriately during feature development, refer to the following document: Version Control Instructions for ENR Design Repository.

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This How-To-Guide describes the use and purpose of Roll-Ups along with how to create them within KSA.

 

Roll-Ups are used to name a grouping of like transaction types for users who prefer to see a minimized view of a student’s transactions.  Roll-Ups are attached to each transaction type and used by the Account Roll-Up Transaction view.  When viewing an account using the Roll-Up Transaction, each grouping or Roll-Up can be further opened by selecting the + sign to display all of the transactions that are within that Roll-Up.

 

 

This guide covers the following topics:

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From the initial display of Roll-Ups, a user with appropriate permission can modify or Edit an existing Roll-Up by selecting the Edit button to the far right of the Roll-Up to be edited. The Roll-Up dialog box is opened for editing. This dialog box allows modification to the Roll-Up 's Name and Description.  Once the desired modifications are complete select the Submit button at the bottom and the changes will be saved to the database. A message is presented to the user at the top to signify whether or not the change was successful or if there were any errors. If everything is complete, select the Roll-Up Type Summary link at the top to navigate back to the Roll-Up Summary listing.

 

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Reference Documentation

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