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. Attribute Revisions are useful to add/modify existing/delete the attributes as per the requirement, manage authentication events and notifications, add/modify supplemental data to any attribute etc. 

Who can create Attribute Revisions?

Only Users with System Administrators Administrator or Process Administrators Administrator  roles can create or access Attribute Revisions.

How many Attribute Revisions are allowed at a time?

Attribute Revisions can have only one active revision at any given time. That means there can be only one active Attribute Revision allowed in an Organization across all business processes. Unless the previous active Attribute Revision is applied or withdrawn, you cannot create a new Attribute Revision.Only one active Attribute Revision is allowed in an organization at a time. You must either apply or withdraw the current active Attribute Revision before creating a new one. If you attempt to create a new Attribute Revision while another is already active, the following error will be displayed:

How to create a Attribute Revision?

To create a an Attribute Revision,  select click the menu icon in the top left corner of the page and select "Create Revision" under Revisions from the navigation menu navigation on the left. Another option is to select . Alternatively, you can choose "Add/Update Revision" on from the quick links bar.

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

The first step is to reserve the revisionOn the revision page, enter the details and reserve.  This saves the descriptive information and assigns a revision number.  Click on "Reserve".  

Next step is to configure the attributes. Click on , click the "Configure" . This will button to open the Attribute Revision page where the user can and configure the attributes.

The Attribute Revision page opens as below. Add/modify the attributes as you like necessary and apply the revision to see the desired changes in the system.

How to apply

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an Attribute Revision?

The changes made in the Attribute Revision will not be available in the system until the revision is applied.To return to the Manage  On the Attribute Revision page, click on the "Return to Manage Revision" button to return to the main revision page.

On the Manage Revision page, click on the "Apply" button.

How do you add or modify an attribute?

Given below Below is the Attribute Revision page with , which displays the list of attributes to configureavailable for configuration.

Select the attribute you wish to configure, and you will see all attributes of that type displayed will be shown in the drop-down menu.  These These attributes are able to can be structured organized as a tree structure if your organization chooses opts to do so.  In order to add When adding an attribute, it is important to note where you would like the attribute want it to be located on positioned within the tree structure. 

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

Selecting either '"Create Child' " or '"Create Sibling' " will open the Revision Attributes Manage Attribute page, where an the Administrative User will be able to can enter all relevant attribute information and save it.

The new newly created attribute will be added to the parent as shown below. 

Click "Return to Manage Revision" to return to the main revision page and apply the revision.

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

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

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

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Any changes/additions made in the Attribute Revision to alter data elements in the system can be viewed in the attribute summary. There are two ways to view Attribute Revision summary.

 1. Click on the "Summary"  on link on the Manage Revision page.

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2.  Another option is to click on the "View Summary" link in the Revision Information section of the Attribute Revision page.

The Attribute Revision Summary page shows as below. 

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 the Revision Summary are specific to the revision.

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

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In this example, "Software" is added as a child under the Company attribute.

Expand the grid to view the details related to the action.

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The description of the action shows in the sub section below the grid. Click on the arrow next to the description to open the audit details. 

When the this attribute is modified, then it is considered as the "Modified" action and the audit details includes the modified data.

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Note: If the details of the attribute is modified multiple times within the same revision, the count for the "Modified" action will not change. However, the audit of the modified data will show in the audit details with modified date & time stamp.

Highlighted below is the modified attribute data.

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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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Modifying event actions in Authentication Events

When a an event action is modified via "Authentication Events" in the revision, the "Event" grid shows with 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, the highlighted Notification Template is modified in the event actions.

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When the event action is modified again, the count for the "Modified" action will not increase but the modified data will be stamped in the audit details with modified date & time.

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1. When a category content is newly added in to the 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, an attachment is added in the "Handbooks" category for the HR Specialist role in the Home Page Content for a the Company attribute. 

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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 the "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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On adding a content to another user role or another category for the same user role in to 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 the "Handbooks" category for the I-9 Specialist role in to the Home Page Content for a the Company attribute. 

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

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

In this example, the highlighted attachment is deleted from the "Training Guides" category for the HR Specialist role. 

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

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Expanding the grid will show the description rows for the modified & deleted actions. Further expanding the description will show display the audit details.

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4. When a new content is added to an already existing attachment (from the previous applied revision) for the same content category and for the same user role,  then the audit details will show an increase in the count by '1' for the Sequence Number.

In this example, an attachment is added in the 'Training Guides' category for the HR Specialist role in to the Home Page Content for a Company attribute. 

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For the same attribute, add another attachment in the same content category and for the same user role. Here, another attachment is added in the 'Training Guides' for HR category for the HR Specialist role.

The Revision Summary audit details will show an increase in the count by '1' for the Sequence Number.

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