Creating best practices

To create a new best practice, click on the

button on the main screen toolbar. On the screen that will open, select the type that will classify the record.

To edit the data of a best practice, select it in the list of records and click on the

button.

To create a best practice, it is necessary to fill out the required fields in the General tab. After saving the data for the first time, the other tabs will be available to be filled out. See the description for each available tab:

On this tab, enter the general information about the best practice.

Field
Best practice type	This field is filled out by the system with the best practice type selected previously; however, it is possible to edit it. In that case, select the type that will classify the best practice. Use the other buttons to add a new type to sort the best practice and clear the field.
Description	Enter important information about the best practice.

Use this section to associate documents related to the best practice. To do that, the following sections are available:

Field
Attachment	It allows adding attachments related to the practice that is being created. Refer to the Adding attachments section for further details on how to add and/or associate attachments.
Document	It allows associating the documents related to the practice that is being created. For this resource to work correctly it is necessary for the SE Document component to be a part of the solutions acquired by your company. Refer to the Adding documents section for further details on how to add and/or associate documents from SE Document.
Attributes	If in the Attribute tab of the previously selected type, attributes were associated, they will be displayed on this section, and it will be possible to identify them by name. In that case, enter their values. Those attributes that are required must necessarily have their values filled in. Now, the blocked attributes will be filled by the system with the default value defined at the time of its association with the practice. Remember that the way to enter an attribute value varies according to the configurations set when creating its record.