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What are
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attributes?
Attributes are basic data elements in the Smart Onboarding system. The values of attributes are used to control access within the system, and can be shown on pages and in emails generated in the system. You can also define your own attributes that can be used for these purposes.
How many
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attributes are provided?
The following four Attributes attributes are required in the system, as their use affects system processing.
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How can
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attributes be used?
| Attribute Uses | Behavior |
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| Routing Criteria |
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| Homepage Content |
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| Integration with HR Systems |
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| Segregation of Duties |
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Who can add or modify
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attributes?
System Administrators are the only users who can modify attributes.
How do you add or modify
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attributes?
Step 1 - Create or Modify an Attribute Revision
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To modify an attribute, first select the attribute in the Attribute Revision. In this example, the attribute is deleted from master attributes list by making the attribute it as "Inactive" in the Manage Attributes page.
Note: An attribute cannot not be changed to "Inactive" if that attribute value is being used
- in any of the route criteria in the Process Revision (For more details on the process route criteria, please click here) OR
- in an invitation with start date equal to or greater than current revision date OR
- in a completed "Complete Job Details (CJD)" activity for invitations with start date equal to or greater than current revision date
In case if that attribute is made "Inactive" in the Attribute Revision, then the following error message displays on the page:
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For details on inactivating an attribute in the Attribute Revision, please refer to the steps given below:
On the right hand side of the attribute, you will be able to see a list of icons that show the functions options available to that attribute. Select the "Manage Attribute icon, allowing you to edit all fields on the current attribute.
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The Revision " icon.
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The Manage Attributes page allows an Administrative User to modify all existing fields for a specific attribute. In order to delete an attribute from master attribute list, select 'Inactive' for the "Effective Status" and save the changes. It is important to note that if a parent node is set to invalid, all of the children nodes will also become invalid.
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Step 3 - Apply Revision
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How do you change the tree?
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