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Proposal Items are the separate data items that make up a Proposal.
e.g. A Course proposal might contain items of Attendance Mode, Attendance Type, etc.
Use this page to create and maintain the Proposal Items to be included in a Proposal Type.
Example.
There is a system proposal item defined for 'Course Attendance Type' which corresponds to the Course Attendance Type in Callista CRS. This system data is set in an appropriate context. i.e. As part of a course offering option.
The Proposal Item is created in PAAW0300 and mapped to the appropriate system proposal item (ATTTYPE).
It inherits the System Proposal Type (COURSE) and System Element Code (COO) from the system value.
This Proposal Item can then be selected as part of an element (mapped to system element code COO) in a proposal type (e.g. NEW COURSE) in PAAW0200.
See the Proposals System Data pages for more details:
Proposals Unit System Data
Proposals Unit Set System Data
Proposals
Course System Data
This page may be reached directly from the menu.
A list of Proposal Items is displayed on entry to this page. This list can be searched using the initial fields displayed or the Additional Search fields available. See Working with Lists for general information about lists.
To create a new Proposal Item, click on the New button to open a blank Proposal Item page.
Record details for the new Record and click the Create button to create it. If you wish to continue creating new Proposal Items, click on the Create & New button.
To edit an existing Proposal Item record click on the link formed by the Proposal Item Code to open a page in which that record can be edited.
Make changes to the record and click on the Save button to commit the changes.
To delete a Proposal Item select that record and click on the Delete link.
These values are used to map Proposal Items to corresponding System Proposal Items. These are described in Proposals Unit System Data, Proposals Unit Set System Data and Proposals Course System Data.
| Field | Description |
|---|---|
| Proposal Item Code: | The local name for this Item which will be used instead of the system data name. [PROPOSAL_ITEM.PROPOSAL_ITEM_CD] |
| Description: | Description of this Item - may contain up to 60 characters. [PROPOSAL_ITEM.DESCRIPTION] |
| System Proposal Item Code: | Use a look up to select the System Proposal Item. A Proposal Item that is mapped to a system value will be subject to the validations of that system value. A system value (other than USER DEF) is the representation of the fields and records that form the Course Structure and Planning tables for a UNIT. [PROPOSAL_ITEM.S_PROPOSAL_ITEM_CD] |
| System Proposal Type: | System Proposal Type for which this item is
created. May be UNIT, UNITSET, COURSE or USERDEF. [PROPOSAL_ITEM.S_PROPOSAL_TYPE] |
| System Element Code: | System Element Code for which this item is created. [PROPOSAL_ITEM.S_ELEMENT_CD] |
| Closed: | Select this check box to close this Proposal Item. It will then no longer be available for inclusion in Proposal Types. [PROPOSAL_ITEM.CLOSED_IND] |
| Field | Description |
|---|---|
| Amendment Value: | This value gives a measure of the significance of an item. It may be used to derive the total amendment value for a proposal. If the Proposal Type (see PAAW0200) does not have a Review Category defined, then the aggregate value of its items is used to allocate the appropriate Review Category. Review Categories (PAAW0500) have an amendment range, the range that the aggregate value falls in will be the review category used. [PROPOSAL_ITEM.REVIEW_CAT_AMENDMENT_VALUE] |
| System Field Label: | Default Prompt for this System Proposal Item. [S_PROPOSAL_ITEM.PROMPT] |
| Override Field Label: | The prompt that will be displayed for this item in a proposal. If blank then the System Field Label will be displayed. [PROPOSAL_ITEM.OVERRIDE_PROMPT] |
| Field Type: | Defines how the data will be collected. Examples of Field Types may be: check list, pop list, Radio Button, Text Field and FIND. Use the poplist to select the type of input allowed in the field. Enabled if associated system proposal item allows overrides else disabled. For concatenated fields, other than Unit Code, Unit Set Code or Course Code, the POPLIST option must be selected here. (Concatenated fields have an S_CONCAT_TYPE value defined for their System Proposal Item). [PROPOSAL_ITEM.S_INPUT_FIELD_TYPE] |
| Display Field Description: | If this check box is selected then when this field appears in a proposal, a description (PROPOSAL_ITEM.DESCRIPTION) will also be displayed. [PROPOSAL_ITEM.DISPLAY_DESCRIPTION_IND] |
This section of the page is dynamic. The field type details are determined by the Field Type selected above and the Allowable Values option selected here.
| Field | Description |
|---|---|
| Field Length: | Number of characters which can be recorded for this item. Shows a value taken from System Proposal Item. Disabled if not allowed to override. [PROPOSAL_ITEM.OVERRIDE_FIELD_LENGTH] |
| Rich Text: | Selected if rich text can be entered for this element. (see Using CK Editor)
[PROPOSAL_ITEM.RICH_TEXT_IND] |
| Allowable Value: | >Select the radio button for 'Any value', 'DefineSQL Statement' or "Custom set'. The selection here will determine what fields are displayed below. e.g. If 'Defined by SQL Statement' is selected then the 'Values SQL Statement' field will display.
[PROPOSAL_ITEM_ALWBL_VALUE.VALUE] |
| Values SQL Statement | In this text box the SQL statement which returns the set of allowable values is defined.
[PROPOSAL_ITEM.ITEM_CLAUSE] |
| Default Value: | Default value for this field
[PROPOSAL_ITEM.DEFAULT_VALUE] |
| System Find Type | Use the look up to select the System Find Type that will be required for this field. This find type will be available for the Proposal item as a pop up. e.g. Find and select Course
[PROPOSAL_ITEM.S_FIND_TYPE] |
| Field | Description |
|---|---|
| Help Text: | Help text that will be available for this item via a help button adjacent to the item in PAAW1100.
[PROPOSAL_ITEM.HELP_TEXT] |
| Instructions: | Text block to record instructions that will be displayed above this item in PAAW1100.
[PROPOSAL_ITEM.INSTRUCTIONS] |
| Comments: | Text block to record comments pertinent to this item but which will not be displayed in PAAW1100.
[PROPOSAL_ITEM.COMMENTS] |
| Multiple Instances: | Select this check box if this item will have multiple values recorded against it. e.g. Multiple fields of study may be recorded for a Unit Set. [PROPOSAL_ITEM.MULTIPLE_INSTANCES_IND] |
| Subscription Email Type: | The email type that will be used to notify subscribers to this item. A user's Subscriptions are defined in SECW0066. [PROPOSAL_ITEM.SUBSCRIPTION_EMAIL_TYPE] |
| Subscription Notice Code: | The notice code that will be used to notify subscribers to this item. A user's Subscriptions are defined in SECW0066. [PROPOSAL_ITEM.SUBSCRIPTION_NOTICE_CD] |
These steps may be added to a Proposal workflow which includes this Item. The inclusion of the step will occur if the 'Include when' condition is satisfied.
| Workflow Step | Name of the Workflow Step - as defined in GENF4820. [PROPOSAL_ITEM_WRKFLW_STEP.WORKFLOW_STEP] |
|---|---|
| Order | Step Order of the Workflow Step - as defined in GENF4820. This determines where this step will be inserted in the workflow sequence. [WORKFLOW_STEP.STEP_ORDER] |
| Description | Description of the Workflow Step - as defined in GENF4820. [WORKFLOW_STEP.DESCRIPTION] |
| Include Step When Item Value | As applied to this application of the workflow step. Value may be 'Changed' or 'Changed from default value'. [PROPOSAL_ITEM_WRKFLW_STEP.INCLUDE_WHEN] |
These workflow steps will be included in the Review Category Workflow if this Proposal Item is included in a Proposal (if the workflow step isn't already there).
If the Workflow Step is to be included only when the Proposal Item's value changes from the default, then select the CHANGE option for the 'Include Workflow Step When' field.
| Superior Proposal Item | Use the Search and Select popup to select a Proposal Item that is superior to this item. That item should be present if this item is to be added to the related element. A value recorded here will cause the Proposal Item Relationship field in PAAW0200 to be 'DEFINED'. [PROPOSAL_ITEM_RLTSHP.SUP_PROPOSAL_ITEM_CD] |
|---|---|
| Subordinate Proposal Item | Use the Search and Select popup to select a Proposal Item that is subordinate to this item. That item should not be added unless this item is present for the related element. A value recorded here will cause the Proposal Item Relationship field in PAAW0200 to be 'DEFINED'. [PROPOSAL_ITEM_RLTSHP.SUB_PROPOSAL_ITEM_CD] |
Note: Values must be recorded for fields marked as Mandatory.
Note: More than one Proposal Item Code may be mapped to a System Proposal Item Code.
The updated item values will be displayed when the item is next selected for inclusion in a Proposal Type record in PAAW0200.
If the item has been included in a Proposal Type record then it cannot be deleted.
Proposal Items defined here are available for selection for Elements defined for a Proposal Type in PAAW0200.
Values here determine how data for a Proposal Item is entered when creating a Proposal in PAAW1100.
Amendment Values recorded here for Proposal Items may be aggregated to determine the Review Category that applies to a Proposal.
Workflow Steps need to be defined in order for it to be included here. See GENF4830.
Last modified on 4 June, 2012 12:49 PM
History Information
| Release Version | Project | Change to Document |
| 15.0 | 1762 - CAPS -User Interface | Added details for Display Field Description check box |
| 15.0 | 1722 - 11g Upgrade | New Help page for 11g. |