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?

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

How many Attribute Revisions are allowed at a time?

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

Click "Add a New Value" on the Create Revision page.

On the revision page, enter the details and reserve.  This saves the descriptive information and assigns a revision number.  

Next, click the "Configure" button to open the Attribute Revision page and configure the attributes.

Add/modify the attributes as necessary and apply the revision to see the desired changes in the system.

How to apply an Attribute Revision?

The changes made in the Attribute Revision will not be available in the system until the revision is applied.

On the Attribute Revision page, click the "Return to Manage Revision" button to return to the main revision page.

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

How do you add or modify an attribute?

Below is the Attribute Revision page, which displays the list of attributes available for configuration.

Select the attribute you wish to configure, and all attributes of that type will be shown in the drop-down menu. These attributes can be organized as a tree structure if your organization opts to do so. When adding an attribute, it is important to note where you want it to be positioned within the tree structure.

When the Administrative User selects an attribute (e.g., "Information Technology"), a row of icons specific to that attribute is displayed. The first two icons, highlighted below, allow you to add a new attribute either as a child or a sibling of the currently selected attribute.

Selecting either "Create Child" or "Create Sibling" will open the Manage Attribute page, where the Administrative User can enter all relevant attribute information and save it.

The 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.

How to delete/modify an attribute?

To delete or modify an attribute from the master attribute list, click on the desired attribute. On the right side of the attribute, you will see a list of icons that represent the available functions for that attribute. Clicking the "Manage Attribute" icon will allow you to edit the information for the selected attribute.

The Manage Attribute page allows users to modify the information for the corresponding attribute. To delete an attribute, set its Effective Status to "Inactive" and save the changes to remove it from the master attributes list. Note that if a parent node is set to invalid, all child nodes will also become invalid.

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

How to view Attribute Revision summary?

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 the "Summary" link on the Manage Revision page.

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

The 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.

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:

Adding/modifying the Attributes:

1. When a new attribute is added in the revision, the Revision Summary shows the "Attributes" 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. 

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

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

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

Highlighted below is the attribute data modified in the revision.

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.

Highlighted below is the modified attribute data.

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.

Highlighted below is the "Services" Company attribute data before and after modification.

Modifying event actions in Authentication Events

When 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.

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.

Adding/modifying category content in Home Page Content:

Note: The Home Page Content for an attribute is applicable only if an attribute is chosen as the Theme Driver in Organization Management. For more details on Theme Driver, please click here. For details on adding Home Page content for an attribute, please click here. 

1. When a category content is newly added 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 the 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 the "Handbooks" category will be available in the same description row that was shown for the first "Created" action with a new sequence number.

On adding a content to another user role or another category for the same user role 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 to the Home Page Content for the 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 the "Training Guides" category for HR Specialist and I-9 Specialist roles to the Home Page Content for a Company attribute. 

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

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

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

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

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

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, 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 to the Home Page Content for a Company attribute. 

Apply the revision and create a new attribute revision to see the changes applied. The new revision will have the content from the applied revision.

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' category for the HR Specialist role.

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