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.

Using Attribute Revisions, users can change (add/modify existing/delete) the attributes as per their requirement. The process Revisions will no longer support attribute changes. It can be done only by creating and configuring the Attribute Revisions.

Who can create Attribute Revisions?

Only System Administrators or Process Administrators 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 Unless the previous active Attribute Revision is applied or withdrawn, you cannot create a new Attribute Revision.

How to create an Attribute Revision?

Click on Add/Update Revision on the Home Page quick links.

Click on Add a New Value.

Select revision Type as Attribute, enter the Description and click Reserve. 

Click Configure.

The attribute revision page is displayed with all the list of attributes. Add/modify the attributes as you like and apply the revision to see the desired changes.

How to apply an Attribute Revision?

After you are done with the revision changes, click Return to Manage Revision.

Click Apply.

How do you add or modify an attribute?

Given below is the Attribute Revision page with list of attributes to configure.

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

When the Administrative User selects the attribute (in this case "Research"), 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.  If your organization chooses not to have a tree hierarchy, you will select a sibling.

Selecting either 'Create Child' or 'Create Sibling' will bring you to the Revision Attributes page where an Administrative User will be able to enter all relevant attribute information.

Enter all the information and save.

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

Return to Manage Revision page and apply the revision.

How to delete/modify an attribute?

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. Select the Manage Attribute icon, allowing you to edit all fields on the current attribute.

The Revision Attributes 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?

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 Summary on Manage Revision page.

2.  Click View Summary link on revision information.

The Attribute Revision Summary page displays as below. Click on the right arrow adjacent to revision number to expand the revision header details.

Similarly, click the right arrow on component grids to expand them. 

To view audit details for each action added in the revision, click on the arrow next to the action.