Creating Quick Grids

Note: Users with the user roles listed to the right must also have the Template Access user role.

Administrators and Process Designers with the Template Access role can create quick grids that Process Designers can add to deliverables and activities within a model. From there, deliverable and activity owners can enter and track information directly within a deliverable or activity in a project.

To create a quick grid:

From the System menu, select Page Design > Quick Grids.

To narrow the quick grid list, search by the quick grid name, system name, or category.

Do one of the following:

To add a new quick grid - Click Add New in the upper right corner of the page.
To edit an existing quick grid - Click the name of the quick grid to open it for editing.
To create a quick grid based on an existing quick grid - Click in the Copy column to create a copy that can be used as a base to build a new quick grid.
The access groups of the copied quick grid depend on the access groups of the user and the access groups of the quick grid being copied.
If the user has edit permission to one or more of the access groups of the quick grid being copied, the result of that copy will have the access groups that both the user can edit and the quick grid is a member of.
If the user does not have edit permission for any access groups of the quick grid being copied, the new quick grid will have the highest access group for which the user has edit access. For more information, see Designing the Access Group Hierarchy.

(Optional) - Select the Protected Quick Grid check box to prevent grid designers from being able to open and modify the grid in Accolade when grid protection is turned on. More...

The Enable Quick Grids Protected Mode parameter must be set at 1 and the check box for the appropriate quick grid must be selected for the quick grid to be protected. To edit a protected quick grid, Accolade Administrators must set the parameter back to 0.
(Optional) - Select the Create PDF check box to generate a PDF of the quick grid contents associated to deliverables, activities, or layouts. More...

The quick grid automatically creates new, separate PDF versions every time a user modifies and saves the quick grid. PDF versions of quick grids associated to deliverables or activities automatically save as a deliverable or activity version. When a quick grid is embedded in a page layout pod and displays as a project page, the PDF version saves in the project's Related Docs page.
(Optional) - Select the Publish PDF check box to have PDFs of quick grids associated with deliverables, activities, and layouts published throughout Accolade. This check box is only available if you selected to create PDF versions above. More...

Publishing the PDF versions of quick grids allows project team members to search for the PDF in Accolade. Unpublished versions do not display to users outside of the project to which the quick grid is associated. This check box might already be checked if the Default to New Versions system parameter is enabled. Deselecting the check box overrides the parameter setting for the grid.

Important! If a quick grid is set to create and publish PDF versions and also contains secured metrics, the PDF versions display the metrics regardless of the security settings. That is, the generated PDFs do not respect metric security and can be viewed by users who may not have the user roles to view specific metrics. Do not select Publish PDF in the quick grid configuration if you want to ensure the security of certain metrics.

Select the Active check box when the grid is ready to use in projects.

Leave this check box clear until you have completed the design of the grid.

Complete the following information to identify and describe the grid:

Required fields display with red text and an asterisk * if the field is empty.

Field	Description
Name	Enter a name, up to 64 characters long, which identifies the quick grid.
System Name	Enter a unique, shorter name that identifies the quick grid in queries, reporting views, Accolade Office Extensions, field codes, and other places in Accolade. The name must be unique among quick grids and can contain only letters (English alphabet), numbers, and the underscore.
Description	Enter a description of the purpose or nature of the quick grid. This description helps other users identify the grid throughout the system. Click and drag the lower left corner of the Description field to view text appropriately.
Category	Enter or select the category to which this quick grid belongs. Leave this field blank to add the quick grid to the Default category. Use categories to organize like grids together. For example, if there are a large number of grids assigned to add to a deliverable that collects financial analysis, a Process Designer can use a category selection to locate the finance grids when designing and creating models.
Configuration Access Groups	Select the access groups to which the quick grid belongs. Process Designers with matching permissions will be able to edit and view quick grid or the data within its grids. The access groups displayed are based on the current user's access group permissions and the access groups the quick grid belongs to.
Process Model Usage	Click the Process Model Usage button to see the list of process models that the quick grid is associated with. The list includes all process models the quick grid is included in, as well as links to the process model's component tree pages you have Edit access to.

Click Save in the lower right corner of the page to save changes, Save and Close to save the configuration and close the editor, or Cancel to close the editor without saving changes.
Continue with the following tasks, as necessary, to design the grid:

Notes:

To delete a quick grid, click in the Delete column. The grid is removed from any process model and any deliverable or activity that uses the grid within a project.

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