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Configuring a population type

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To add a new population type, click on the button on the main screen toolbar. To edit it, select it in the list of records and click on the button.

 

On the screen that will be opened, enter an ID # and a name for the population type. The following tabs will also be available:

 

 

After saving the record for the first time, the following tabs will be available:

 

General

General

Upper level type

Select the population type that, in the hierarchy, is one level above the type in question. This field is filled out by the system if, in the type hierarchy on the main screen, a population type is selected.

Use mask for identification

Check this option so that when creating a population of this type, the automatic identification resource is used. Fill in the following fields:

▪Identification mask: Select the desired identification mask.

▪Enable generated ID # change: Check this option to allow the generated ID # to be edited manually when creating a population of this type. If this option is not checked, the generated ID # may not be edited.

 
Attribute

Use this tab to define attributes to complement the information of the populations of this type. On the side toolbar, the following buttons are also available:

Click on this button to associate an attribute that was previously created in the system with the population. See how to perform this operation in the Adding an attribute section.

Click on this button to save the association of attributes with the population.

Click on this button to disassociate the attribute selected in the list of records from the population.

 

If the attribute configurations are edited (e.g.: an attribute checked as required becomes non-required or vice versa), they will be replicated to the revenues of this type when their data is edited.

 
Revision

On this tab, by default, the revision process will be configured as Simplified. Thus, the tests associated with the population will not be affected when editing its information.

Note that the "Enable ID # changes of revisions in the draft step" option will not be available to be enabled, as the "Under issuance" revision status belongs to the ISO9000-based revision process.

 
Type security

On this tab, it is possible to configure the security of the population type To do that, at the top of this screen, select one of the following options:

 

▪Public: Select this option for any user of the SE Risk to have access to the type.

▪Restricted: Select this option for only specific users of the SE Risk to have access to the type in question. At this point, the sidebar buttons will be enabled. Click on the button and fill out the fields on the screen that will be opened:

 

1.In the Access type field, set whether the access type that will compose the security list is: a team, a department, a department + position, a position, a user, or all users of SE Risk.

 

2.In the Controls field, it is possible to select the actions that may, or may not, be performed in the population type. To do so, select the controls that will be granted to access the type selected previously:

▪Add: Adds new types to levels below the control type.

▪Edit: Changes the data of the type.

▪Delete: Deletes the type.

▪Security data: Edits the security data of the type. Users who have this control denied, or not enabled, may edit the other data of the control type; however, this tab will be blocked.

▪List: Allows viewing the type on the system screens that display the control type hierarchy. Users who have this control denied, or not enabled, will not see the control type in the type hierarchy.

▪View: Views the data screen of the type.

 

3.Select in the Permission field, if the controls checked previously will be granted or denied for access type.

 

4.According to selected access type, Filters will be enabled to be filled out. Use them to facilitate the search of users who will form the security list.

 

5.Then, click on the button on the toolbar of the selection screen. The result will be displayed in the list of records, located in the lower part of the screen. Select those that will make up the security list and save the record. Use the SHIFT or CTRL keys on the keyboard or check next to each item to select more than one record at a time.