pm:data_fields

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pm:data_fields [2015/10/15 19:29 UTC] – created mwolfepm:data_fields [2016/03/22 19:32 UTC] (current) – add Page Count section mike
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 ====== Data Fields ====== ====== Data Fields ======
 This page contains all the data fields that appear on forms and/or reports throughout the program. This page contains all the data fields that appear on forms and/or reports throughout the program.
 +
 +===== Edition Fields =====
 +These fields are related to the various Editions of the policy manual.
 +
 +==== Edition Name ====
 +The name of the Edition.  The "Complete" edition is a special edition that includes every policy (except those that have been moved to the trash).
  
 ===== Policy Fields ===== ===== Policy Fields =====
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 The policy's title. The policy's title.
  
-%fineprint{Appears in: [[Table of Contents form]], [[Policy Detail form]], [[Review by User Report]], [[Review by Policy Report]]}%+%fineprint{Appears in: [[Table of Contents form]], [[Add New Policy form]], [[Policy Detail form]], [[Review by User Report]], [[Review by Policy Report]]}%
  
 ==== Summary ==== ==== Summary ====
 A brief description of the policy's contents. A brief description of the policy's contents.
 +
 +==== Page Count ====
 +The number of pages in the current policy document.  This field is not directly editable.  It may be updated for an individual policy by clicking the [Edit Policy] button from the [[Policy Detail form]].  Page counts may be updated //en masse// by clicking on the [Update Page Counts] button in the ribbon.
  
 ==== Latest Change ==== ==== Latest Change ====
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 ==== Notes ==== ==== Notes ====
 The Notes highlight policy changes and policies that must be reviewed.  They are based on a user's most recent review of a policy compared to the latest change and the latest required change. The Notes highlight policy changes and policies that must be reviewed.  They are based on a user's most recent review of a policy compared to the latest change and the latest required change.
 +
 +==== Last Reviewed ====
 +The date the user last reviewed a policy.  This information is saved when a user answers "YES" to the dialog box when [[pm:review_policy|Reviewing a Policy]].
 +
 +===== User Fields =====
 +These fields are related to the user records.
 +
 +==== User Name ====
 +The Windows login name of the user.  This is the name the user uses to log on to their computer.
 +
 +%fineprint{Appears in: [[Users form]], [[User Security Report]]}%
 +
 +==== Display Name ====
 +The user's name as it should be displayed on reports.  Generally, it is the user's first and last name.  For example, "John Smith".
 +
 +%fineprint{Appears in: [[Users form]], [[Review by User Report]], [[Review by Policy Report]], [[User Security Report]]}%
 +
 +==== Administrator? ====
 +This box is checked if the user should have the role of an [[pm:users_form:administrator|Administrator]].
 +
 +%fineprint{Appears in: [[Users form]], [[User Security Report]]}%
 +
 +==== Editor? ====
 +This box is checked if the user should have the role of an [[pm:users_form:editor|Editor]].
 +
 +%fineprint{Appears in: [[Users form]], [[User Security Report]]}%
 +
 +==== Reviewer? ====
 +This box is checked if the user should have the role of a [[pm:users_form:reviewer|Reviewer]].
 +
 +%fineprint{Appears in: [[Users form]], [[User Security Report]]}%
 +
 +==== Edition ====
 +Default edition for the user.  New users are assigned the "Complete" edition by default.
 +
 +%fineprint{Appears in: [[Users form]], [[User Security Report]]}%
  
  • pm/data_fields.1444937354.txt.gz
  • Last modified: 2015/10/15 19:29 UTC
  • by mwolfe