pm:data_fields

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pm:data_fields [2015/10/15 19:39 UTC] – added Users fields 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 ===== ===== User Fields =====
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 The Windows login name of the user.  This is the name the user uses to log on to their computer. 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]]}%+%fineprint{Appears in: [[Users form]], [[User Security Report]]}%
  
 ==== Display Name ==== ==== 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". 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]]}%+%fineprint{Appears in: [[Users form]], [[Review by User Report]], [[Review by Policy Report]], [[User Security Report]]}%
  
 ==== Administrator? ==== ==== Administrator? ====
 This box is checked if the user should have the role of an [[pm:users_form:administrator|Administrator]]. This box is checked if the user should have the role of an [[pm:users_form:administrator|Administrator]].
  
-%fineprint{Appears in: [[Users form]]}%+%fineprint{Appears in: [[Users form]], [[User Security Report]]}%
  
 ==== Editor? ==== ==== Editor? ====
 This box is checked if the user should have the role of an [[pm:users_form:editor|Editor]]. This box is checked if the user should have the role of an [[pm:users_form:editor|Editor]].
  
-%fineprint{Appears in: [[Users form]]}%+%fineprint{Appears in: [[Users form]], [[User Security Report]]}%
  
 ==== Reviewer? ==== ==== Reviewer? ====
-This box is checked if the user should have the role of an [[pm:users_form:reviewer|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]]}%
  
-%fineprint{Appears in: [[Users form]]}%+==== 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.1444937987.txt.gz
  • Last modified: 2015/10/15 19:39 UTC
  • by mwolfe