Configuring a standard activity type

To add a new standard activity type, click on the

button on the main toolbar. To edit the data of a type, 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 standard activity type. The following tabs are available:

Note: To successfully add a standard activity type, it is necessary to fill out the desired fields in the General tab. After saving the data for the first time, the other tabs will be available to be filled out.

General

Upper level type: Fill out this field for the type to be hierarchically added below another standard activity type. In this case, select the desired standard activity type. If a type is selected in the main screen hierarchy, this field will be filled out by the system, but it will be possible to edit it.

Attribute

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

	Click on this button to associate an attribute that was previously created in the system with the type. Refer to the Adding attributes section for further details on how to perform this operation.
	Click on this button so that the changes made to the association of the attributes with the type are applied to the standard activities classified by it.
	Click on this button to save the association of attributes with the type.
	Click on this button to disassociate the attribute selected in the list of records from the type.

Timesheet

This tab will only be displayed if the "Integration with SE Time Control" option was checked in the general parameters. Use it to define attributes to complement the information of the timesheet in the standard activities 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 type. Refer to the Adding attributes section for further details on how to perform this operation.
	Click on this button so that the changes made to the association of the attributes with the type are applied to the standard activities classified by it.
	Click on this button to save the association of attributes with the type.
	Click on this button to disassociate the attribute selected in the list of records from the type.

Type security

In this tab, it is possible to configure a security list for the standard activity type. To do that, select one of the following options:

Public: Select this option so that any user of SE Asset has access to this type.

Restricted: Select this option for only specific users of SE Asset to have access to the type. At this point, the sidebar buttons will be enabled. Use them to add, edit and delete accesses from the security list.

To add a new access to the security of the type, click on the

button and perform the following steps on the screen that will be opened:

1.Select one of the following options to set the access type that will make up the security list:

Team: It will be composed of the members of a team already registered in SE Asset.

Organizational unit: It will be composed of users of a particular organizational unit or department of the organization.

Department/Position: It will be composed of users from a specific department of the organization who have a specific position.

Position: It will be composed of users who hold specific position in the organization.

2.According to selected access type, Filters will be enabled to be filled out. Use them to make it easier to search for desired records.

3.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 security 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.

After entering the fields above, click on the

toolbar button on the selection screen. Depending on the selected access type 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 the ones that will compose the security list. Hold the SHIFT or CTRL keys down or check next to each item to select more than one record at a time.

5.In the Controls field, expand the list and check the desired actions. Then, define if they will be allowed or denied for the access type:

Control	Allowed	Denied
Add	The user will be able to add new types to the levels below the standard activity type in question.	The user will not be able to add subtypes to the standard activity type in question.
Edit	The user will be able to edit the standard activity type data.	The user will not be able to edit the standard activity type data.
Delete	The user will be able to delete the standard activity type.	The user will not be able to delete the standard activity type.
Security data	The user will be able to edit the configurations performed in the "Type security" tab of the standard activity type.	The user may edit the other data in the standard activity type, but the "Type security" tab will remain blocked.
List	The type will be displayed for the user in the system screens that have standard activity type hierarchy.	The type will not be displayed for the user in the system screens that have standard activity type hierarchy.
View	The user will be able to view the standard activity type data screen in "read-only" mode.	The user will not be able to view the standard activity type data.