Subscriptions Setup

The Subscriptions Setup page is currently used to configure the values in the drop-down lists for the fields in use when Business Publication Audit (BPA) Tracking data is collected when a Subscription is sold. Use Subscription Setup to decide which values will appear in the drop-down fields to track BPA if your organization uses these metrics.

Adding New Values for BPA Metrics

Navigating to the Subscription Profile screen within Subscription Setup is accomplished as follows:

  • Click on the Subscriptions module from the Module Menu drop-down.
  • On the Group Item Menu, click Overview. Select Overview and Setup.
  • Click on the Subscriptions Setup Page link from the Subscriptions content group page.

The Subscriptions Profile page will display.

The Subscription Profile tab contains the BPA child forms that enable you to set-up or modify these values.

Each child form is discussed below with a brief description on how to add information. For a more detailed explanation on BPA view the Business Publication Audit (BPA) Tracking topic.

Classification Child Form

To Add a BPA Classification:

  1. Go to the Subscriptions Setup page.
  2. Select the BPA tab, if it is not already selected.
  3. On the classification child form, click the Add button.
  4. In the Add - Classification window, enter a classification.
  5. Enter a brief description of the classification.
  6. Click Save.

Job Title Child Form

To Add a Job Title:

  1. Go to the Subscriptions Setup page.
  2. Select the BPA tab, if it is not already selected.
  3. On the job title child form, click the Add button.
  4. In the Add - Job Title window, enter a job title.
  5. Enter a brief description of the job title.
  6. Click Save.

Industry Child Form

To Add an Industry:

  1. Go to the Subscriptions Setup page.
  2. Select the BPA tab, if it is not already selected.
  3. On the industry child form, click the Add button.
  4. In the Add - Industry window, enter an industry code.
  5. Enter a brief description.
  6. Click Save.

Job Role Child Form

To Add an Job Role:

  1. Go to the Subscriptions Setup page.
  2. Select the BPA tab, if it is not already selected.
  3. On the job role child form, click the Add button.
  4. In the Add - Job Role window, enter a job role in the job function drop-down list.
  5. Enter a brief description of the role.
  6. Click Save.

Request Type Child Form

To Add an Request Type:

  1. Go to the Subscriptions Setup page.
  2. Select the BPA tab, if it is not already selected.
  3. On the request type child form, click the Add button.
  4. In the Add - Request Type window, enter a request type.
  5. Enter a brief description of the request type.
  6. Click Save.

Removing Values from Drop-Down Lists

You may decide that you want to delete a value from a drop-down list that you have previously created. netFORUM allows you to either delete a previously created value or to hide/disable it. There is a slight difference between the two. The rules are:

  • You may delete a value if it has not been used elsewhere. For example, if you have created a Job Title that is now in use, you may not permanently delete it from future use. You must hide and disable it from future use.
  • If you hide and disable a value and then decide you want to use it again, you must recreate it. There is no 'show' option.

Deleting Values

To Delete a Value From a Drop-down List:

  1. On the Subscription Setup page, on the appropriate child form, find the record you would like to delete and click the Delete button.
  2. You will receive a warning message. Click OK to delete the item from the child form.

Note: After a drop-down list item is used, you will not be able to permanently delete the item. However, you can hide the record so that it does not show in the list by disabling it. To disable the record, check the hide/disable record? check box (see below).

Hiding/Disabling Values

To Hide/Disable a Value From a Drop-down List:

  1. On the BPA tab, on the appropriate child form, find the record you would like to hide and click the edit button.
  2. Select the hide/disable record? check box and click Save. This removes the value from all of the drop-down lists.

Note: There is no show option to reverse the hide option. If you need to display the hidden value, you must add it again.