Fund Level Wizards

The optional Fund Level policies can denote hierarchical fund levels for budget management and statistical analysis. You can determine the general purpose of these policies, which policy names are allowed, and through configuration files can define the field labels for these levels. Fund levels may be used as selection criteria when displaying fund records and are also used as selection criteria in reports for generating detailed statistical breakdowns by library-defined characteristics.

Six fund levels are available: Fund Level 1, Fund Level 2, Fund Level 3, Fund Level 4, Fund Level 5, and Fund Level 6.

From the List Policies window, you can create, display, modify, copy, or remove the Fund Level policies. Click Close to exit the wizard.

Attributes

The Fund Level policy contains the following attributes.

Name

The Name attribute represents a specific fund level. This name is ten characters or less, and may not include spaces or punctuation, except for dash (-), underscore (_), and dollar sign ($). Additionally, the pipe character (|) may not be used. The Fund Level policy definition is used in fund records to allow their selection by library-defined criteria.

Description

This attribute provides more information about the policy and its use by the library. The description may be up to 60 characters in length. Although the Description attribute may contain spaces and punctuation, the pipe character (|) cannot be used.

Related topics 

Acquisition Configuration Wizards

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