Areas

Users may choose to utilize more than one Area within the Akcelerant Framework based on how the organization works. Areas can be used to consolidate related processes, screens, workflows and reports. How an Area is configured determines what aspects of the Workspace will be available to the user(s) that are working in that Area.

Users have the ability to Create, Copy, Edit and Delete areas.

This topic contains these sections about creating a new area:

General Tab
Security Tab
Case Types Tab
Screens Tab
Workspace Tab
Workflows Tab
Dashboards Tab
Views Tab
Reports Tab
Categories Tab
Workflow History Fields Tab

General Tab

Under the General tab, the following settings can be applied when an area is accessed in the workspace:

Column Name	Description
Name/Description	Create a name and fill in a description for the area being created.
Screen to be displayed for a restricted account	The Restricted Screen determines which Detail or System screen is first presented in the main Workspace area when an account is displayed.
Show the Queue Contents button on the workspace toolbar	If Yes, the "clipboard" icon will be enabled on the workspace toolbar and the user will be able to select it to view a list of all accounts he or she is working on in the queue. If Yes and the user is not in any queue, this icon will be visible but disabled until a queue that is populated is selected. If No, this icon will not be visible on the workspace toolbar.
Show the Queue Selection list and the Get Next Button on the workspace toolbar	If Yes, the user will be able to view a listing of all queues they are assigned to and choose from that list at their discretion. In addition, the Get Next button will be visible which will allow the user to move to the next account in the queue they are working. If No, this list and icon will not be visible.
Should the total number of remaining accounts in the queue be displayed on the workspace page?	If Yes, the user will be able to monitor the progress through a queue by noting the total number of accounts in that queue as well as the number of accounts that remain to be worked. If No, this information will not be made available to the user in this area.
Allow Get Next Account without a workflow?	If Yes, the user will be able to click the Get Next button in the workspace toolbar and "skip" the account that is currently on their screen while working a queue. This will attach a System note to the account that shows the user bypassed that account in the queue. If No, the user will not be able to move to the next account in the queue until executing a workflow.
Default Number of months of activity to display in the Workflow History	Determines what the default time frame for workflow history will be when the user is viewing that particular screen on an account. Choices are in months and include 1, 2, 3, 6, 9, 12, 18 and 24. Regardless of the choice made here, the user will be able to use the filter in the workspace to view more or less workflow history for a particular account.
Should users be prompted with the Person Verification screen when searching accounts?	Determines whether the user should be prompted with the person verification screen when searching an account. If this is set to "Yes" the user will be prompted with one of 6 security questions that the member must answer. If this is set to "No" the user will not be prompted when searching for an account for a customer.
Should the account be refreshed from the host before it is displayed in the workspace?	Determines whether or not an automated host refresh is desired for an area. If this is set to "Yes" each time an account is opened in the workspace, the account and all related accounts will be updated form the host. If this is set to "No" the account and its related accounts will not be updated from the host.
Show the host refresh button on the workspace toolbar?	Determines control for which areas have the ability to perform manual account refresh on the workspace. If this is set to "Yes" the host refresh button (Last Update) will be displayed on the workspace toolbar. If this is set to "No" the host refresh button (Last Update) will not be displayed.

Security Tab

Identify which Users and or/Groups are given access to view the area by moving the selection(s) from the Available Users/Groups to the Assigned Users/Groups window.
Highlight one or more Users/Groups in the Available Users/Groups window and clicking the > button will move the Users/Groups to the next window.
Clicking the >> will move all Users/Groups from the Available Users/Groups window to the Assigned Users/Groups window.

Case Types Tab

Identify which Case Types are available for creation through the Create Case Tool in the Workspace by moving the selection(s) from the Available Case Types to the Assigned Case Types window.
Users that have access to this area will be able to create Cases of any Type included in the Assigned Case Types window.

Screens Tab

Identify which screens are available in the Area by marking the Include checkbox.

Workspace Tab

Use this tab to configure the workspace layout of this area. There are two types of workspaces - Account and Case.

Account	The Account workspace is configured by double clicking the Account row.
Case	The Case workspace is predefined and may not be changed.

Personal Information Box

Related Accounts

Flex Area

Workflows Tab

Identify which Workflows are available to view or view & execute in the Area by moving the selection(s) from the Available Workflow to the View window and then to the View and Execute window.
Highlight one or more Workflows in the Available Workflows window and clicking the > button will move the Workflow(s) to the next window (whether that be View or View and Execute).
Clicking the >> will move all workflows from one window to the next.

Dashboards Tab

Identify which Dashboards are available in the Area by moving the selection(s) from the Available Dashboard to the Assigned Dashboard window.
Highlight one or more Dashboards in the Available Dashboards window and clicking the > button will move the Dashboard(s) to the next window.
Clicking the >> will move all dashboards from the Available Dashboards window to the Assigned Dashboards window.

Views Tab

Identify which Views are available in the Area by moving the selection(s) from the Available Views to the Assigned Views window.
Highlight one or more Views in the Available Views window and clicking the > button will move the Views(s) to the next window.
Clicking the >> will move all views from the Available Views window to the Assigned Views window.

Reports Tab

Identify which Reports are available in the Area by moving the selection(s) from the Available Reports to the Assigned Reports window.
Highlight one or more Reports in the Available Reports window and clicking the > button will move the Reports(s) to the next window.
Clicking the >> will move all reports from the Available Reports window to the Assigned Views window.

Categories Tab

Identify which Categories are available in the Area by moving the selection(s) from the Available Categories to the Assigned Categories window.
Highlight one or more Categories in the Available Categories window and clicking the > button will move the Categories to the next window.
Clicking the >> will move all categories from the Available Categories window to the Assigned Categories window.

Workflow History Fields Tab

Check the Include checkbox next to the field to have it displayed on the Workflow History grid in the workspace of this area.
The order the fields will be displayed (left to right) below (top to bottom). To change the order of the fields, drag and drop the rows.

The Comments field is required and cannot be unchcecked.