Executing the applicability evaluation |
To execute the applicability evaluation, perform the following steps:
1.Access the My Tasks Execution Applicability evaluation menu.
2.Select the record to be executed.
3.Click on the button.
4.The task data screen will be displayed. On it, define whether the document is applicable:
5.According to the selected option, perform the following action: ▪Not applicable: Click on the button to finish the task. ▪Applicable: Click on the button. At this point, the Distribution list tab will be enabled for completion.
6.In the Distribution list, it is possible to set a distribution list for the document. To do that, click on the button on the side toolbar and fill out the following fields: a.In the Access type field, select one of the following options to set the access type that will compose the distribution list:
b.According to the selected access type, the Search filters will be enabled to be filled out. Use them to facilitate the search of users who will form the distribution list. c.If the selected access type is Organizational unit, the hierarchy of business units and the departments belonging to them (if any) will be displayed. Check the business units and/or desired departments. By checking the "Consider sublevels" option at the bottom of the screen, the system will also consider the organizational units that are down in the hierarchy of the selected organizational unit. Note that, by checking this option, if new organizational subunits (whether they are business units or departments) are subsequently added, they will be automatically added to the distribution list. Next to the hierarchy, the system also makes available buttons that allow you to check all the sub-levels of a particular organizational unit or uncheck all sub-levels. Note that by using the "Check all sub-levels" button if new organizational sub-levels are subsequently added, they will not be included in the security list. d.Then, click on the button on the toolbar of the selection screen. Depending on the access type selected and the values entered in the filters, the result will be displayed in the list of records, located at the bottom of the screen. Select those who will make up the distribution list. Hold the SHIFT or CTRL keys down or check next to each item, to select more than a record at a time. e.In the Controls field, expand the list and check those that will be enabled for the access types:
f.If the Training control is checked, select, in the Severity field that will be enabled, whether the training is critical for the access type or not. g.After setting the necessary configurations, save the selection.
7.Save the record after performing the necessary configurations. The document will not be displayed in the list of pending records anymore. |