Attributes are important data elements in the Smart Onboarding system. Smart Onboarding allows users to define their own attributes if necessary in their business process.

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How to create a Attribute Revision?

To create a Attribute Revision, select "Create Revision" under Revisions from the menu navigation on the left. Another option is to select "Add/Update Revision" on quick links bar.

Click "Add a New Value" on Create Revision page to create a new revision.

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When the Administrative User selects the attribute (in this case "ResearchInformation Technology"), they are presented with a row of icons that provide them functionality specific to that single attribute. The first two icons highlighted below allow you to add a new attribute as either a child, or a sibling of the currently selected attribute. 

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To delete or modify an attribute from the master attribute list, first select the attribute you wish to delete from the system.  On the right hand side of the attribute, you will be able to see a list of icons that show the functions available to that attribute. Selecting the "Manage Attribute" icon will allow you to edit all the fields of the current attribute.

The Revision Attributes Manage Attribute page allows an Administrative User to modify all existing fields for a specific attribute.  In order to delete an attribute, select "Inactive" for the Effective Status and save the changes in order to remove an attribute from your master attributes list.  It is important to note that if a parent node is set to invalid, all of the children nodes will also become invalid. 

Note: If the criteria is being set for an attribute in the process revision, the system will not allow you to change that particular attribute in attribute revision until the process revision is applied.

How to view Attribute Revision summary?

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The additions/changes made to the data elements in the revision will show in grids. Expanding these grids will show the sub section with description of the action(s). Further expanding these descriptions will show the audit details. All the details that are audited in Revision Summary are specific to the revision.

The various possibilities of adding/changing the data elements in Attribute Revision and the changes reflecting in the Revision Summary is explained with examples below:

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1. When a new attribute is added in the revision, the Revision Summary shows the "AttributeAttributes" grid with a value added for the "Created" action. Expanding the grid will show the description row for the "Created" action. Further expanding the description row will open the audit details. 

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2. When the data of another attribute (same attribute type or different) is modified in the same revision, the count for the "Modified" action increases by "1" in the grid and a description row for the modified data will be available below the grid. Further expanding the description row for the "Modified" action will show the audit details.

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1. When a category content is newly added in Home Page Content for a user role, the "Home Page Content" grid shows a value added for the "Created" action. Expand the grid to view the description of the created action. For audit details, further expand the description row. 

In this example, a an attachment is added in "Handbooks" category for HR Specialist role in the Home Page Content for a Company attribute. 

2. To this category content, if one more attachment is added for the same user role, the count for the "Created" action will increase by "1" in the grid. but the description row for the new data will not be available in the sub section. The audit details of the new attachment added in "Handbooks" category will be available in the same description row that was shown for the first "Created" action with a new sequence number.

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Attachment added in Handbooks category for the same user role
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On adding a content to another user role or another category for the same user role in the Home Page Content for the Company attribute, the "Home Page Content" grid shows a value added for the "Modified" action. Expand the grid to view the description of the modified action. For audit details, further expand the description row. 

In this example, an attachment is added in "Handbooks" category for I-9 Specialist role in the Home Page Content for a Company attribute. 

3. When multiple attachments are added in a category content for multiple user roles, the "Home Page Content" grid shows the "Created" action with total number of contents added. Expand the grid to view the description of the created action. For audit details, further expand the description row. 

In this example, two attachments are added in "Training Guides" category for HR Specialist and I-9 Specialist roles in the Home Page Content for a Company attribute. 

The "Created" action in the grid shows the total number of contents added.

Any modifications done to these attachments are audited as per the changes, like adding the attachment(s), modifying by changing the sequence of the attachments or deleting the attachment(s) etc.

In this example, the highlighted attachment is deleted from "Training Guides" category ., a value will be added for the "Deleted" action on the Home Page Content gridfor HR Specialist role. 

The Home Page Content grid shows a value for "Deleted" action as shown below. The grid also shows a value for "Modified" action since the sequence of the second attachment is modified to first after deleting the first attachment. Expanding the description row rows for the modified & deleted attachment actions will show the audit details.

Before deleting the attachments

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After deleting the attachments

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Revision Summary with "Deleted" actionImage Removed

Revision Summary
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Expanding the grid will show the description row rows for the modified & deleted actionactions. Further expanding the description will show the audit details.

Description of the action and audit details

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