How To Access Master Definitions
Security Note To access Master Definitions System Settings views, your 25Live user must have security permissions set in Series25 Group Administration for each of the types that you wish to access, including: If you would like any of the described settings changed for your user, contact your 25Live administrator. After logging into 25Live Pro as a user with appropriate permissions, open the More menu in the top navigation bar. Use the menu link to go to the System Settings view, then view the Master Definitions section.
1. Go to the System Settings View
Image: The More menu in the top navigation bar has a link to the System Settings view.
Image: The System Settings link is in the More menu.
2. Tap or Click the Master Definitions Link
Image: Use the System Settings > Master Definitions link to access the section.
To access Master Definitions System Settings views, your 25Live user must have security permissions set in Series25 Group Administration for each of the types that you wish to access, including:
If you would like any of the described settings changed for your user, contact your 25Live administrator.
After logging into 25Live Pro as a user with appropriate permissions, open the More menu in the top navigation bar.
Use the menu link to go to the System Settings view, then view the Master Definitions section.
See Working With Master Definitions for details on general navigation within the Master Definitions section and actions available to all types.
You can create requirements for the following object types:
- Other - uncategorized requirements that can be used on the Event Form
- Calendar - requirements related to publishing
How To Add Requirements
1. Open a Specific Requirement Type View
Image: The Requirements Master Definitions section is organized in submenus by object type.
The Requirements view within the Master Definitions section has submenus organized by object type for Other and Calendar.
2. Use the Create New Button
Image: After using the Create New button, the new item is listed at the top with a default name.
To add a new item, use the Create New button. Your new requirement will appear at the top of the list.
4. Rename the New Requirement
The new item will have a default name that includes its ID number. Use the edit icon () to rename.
Both types of requirements allows you to edit the list or item with the following actions:
- Manually reorder items
- The Id number for each item is listed
- Edit the Name of the item
- Check or uncheck the Active status
- The Abridged checkbox controls if the item is only visible on an abridged list for users with limited permissions
- "Other" requirement type only: Check or uncheck an option to Allow Quantity to be displayed on the Event Form
- Set Notification Policy (see more detail below)
- View the Usage of the item in events, searches, etc.
- Delete the item (if it is not being used)
- Force Delete the item (even if it's being used) and remove all references (available only to Administrators in the (-1) security group)
Use Caution With Force Delete
The option to "force delete" a master definition item should be taken with care. Be advised that some searches may no longer function as expected until you edit them to remove references.
Tip: Manually Sorting Item Display Order
Image: Drag the row to manually set the display order.
The default display order for master definition items is to show them in alphabetical order. You can set the order that items will display by clicking on the row and dragging up or down. Use the Save Sort button to save the order.
Both requirement types have an additional editing option for setting notification policy. You can define a notification policy based on a particular event requirement. When a user creates an event with that requirement, the notification is automatically sent to the 25Live Task List of the user(s) specified in the notification policy.
Example: You could define a notification policy that sends an "Information Only" notification to the task list of the head of campus security every time an event is created with an alcohol permit requirement.
Image: The Notification Policy choices for calendar requirements.
In the Notification Policy column, use the Show button to reveal options, including:
- The Approval Type that is required, By at least one contact or By all
- The number of Days, Hours, and Minutes of the event creation date that approval is required within
- The ability to Add Contact for the policy
Use the Save button to save your choices.
In This Topic
- Working With System Settings
- Working With Master Definitions
- Adding and Editing Custom Attributes
- Adding and Editing Categories
- Adding and Editing Roles
- Adding and Editing Features
- Adding and Editing Layouts
- Adding and Editing Partitions
- Adding and Editing Org Ratings
- Adding and Editing Org Types
- Adding and Editing Event Types
- Administration Utility Help