Enabling and Configuring Global/Local Inheritance Settings

Using inheritance settings enables users to decide which attributes are kept standard across all local versions. Enabling Auto-update allows master records to automatically update attribute information to local versions and replace any existing information for specific attributes. Attributes set to Override will not sync with the master record and can still be changed at the local level.

After settings are configured, local version attributes with values different from those on the master record can also be compared and changed to reflect master record values.

To enable global/local inheritance settings in Global Settings

  1. On the Global Settings menu, select Inventory from the Data Mapping Automation section. The Inventory settings screen appears.

  2. Under Global-Local Inventory Records, enable Automatic inheritance and syncing.


  3. Click the Save button. For more information, see Inventory Settings.

To enable global/local inheritance settings on the Local Versions tab

  1. On the Data Mapping Automation menu, select Assets, Processing Activities, Entities, or Vendors. The corresponding inventory list screen appears.

  2. Click the name of a record enabled as a master record. The Inventory details screen appears.

  3. On the Inventory details screen, go to the Local versions tab.
  4. Click the Inheritance settings button. A confirmation modal appears.
  5. Click the Confirm button.

To configure attribute inheritance settings

  1. On the Data Mapping Automation menu, select Assets, Processing Activities, Entities, or Vendors. The corresponding inventory list screen appears.

  2. Click on the name of an inventory record that has been configured as a master record.
  3. Select the Local versions tab.
  4. Click the Inheritance settings button. The Inheritance settings screen appears.

  5. Configure the settings. For more information, see Attribute Inheritance Settings Screen Reference
    Note:

    Attributes set to Auto-update can only be changed or updated at the master record level and will show as read-only at the local level. Attributes that vary across local versions should be left on Override.

  6. Click the Save button.
    Note:

    Attribute inheritance settings are configured separately for each master record.

To configure default inheritance settings

You can configure a default inheritance model for each inventory type. New global and local records will adopt this model by default.

  1. On the Data Mapping Automation menu, select Global/Local Default under Setup. The Global/Local Default screen appears.

  2. Click the View button on the Assets, Processing activities, Entities, or Vendors tile. The Inheritance settings screen appears.

  3. Configure the default settings for the selected inventory type. For more information, see Attribute Inheritance Settings Screen Reference
    Note:

    Attributes set to Auto-update can only be changed or updated at the master record level and will show as read-only at the local level. Attributes that vary across local versions should be left on Override.

  4. Click the Save button.

To enable or disable default inheritance settings for an inventory

You can configure your global and local versions to adopt default inheritance settings or to leverage a custom configuration.

  1. On the Data Mapping Automation menu, select Assets, Processing activities, Entities, or Vendors. The corresponding inventory list screen appears.

  2. Click on the name of an inventory record that has been configured as a master or local record.
  3. Select the Local versions tab.
  4. Click the Inheritance settings button. The Inheritance settings screen appears.

  5. Configure the Follow default settings setting in the header. A confirmation modal appears.


  6. Click the Confirm button.
    Note:

    If the Follow default settings setting is enabled, the Inheritance settings will display as blank.

Attribute Inheritance Settings Screen Reference



Field
Description
Auto-update

The local-level attribute will sync to the master record and update automatically.

Override

The local-level attribute will not sync to the master record and can be updated manually at the local record level.

For more information on inheritance settings, see Inheritance Settings: Things to Know.

To enable configure inheritance settings for related inventories (attachments)

  1. On the Data Mapping Automation menu, select Assets, Processing activities, Entities, or Vendors. The corresponding inventory list screen appears.

  2. Click on the name of an inventory record that has been configured as a master record.
  3. Select the Local versions tab.
  4. Click the Inheritance settings button. The Inheritance settings screen appears.

  5. Select the Related inventories tab.
  6. Configure the settings. For more information, see Document Inheritance Screen Reference.
    Note:

    Attributes set to Auto-update can only be changed or updated at the master record level and will show as read-only at the local level. Attributes that vary across local versions should be left on Override.

  7. Click the Save button.
    Note:

    Attachment inheritance settings are configured separately for each master record.

Document Inheritance Screen Reference



Field
Description
Auto-update

The local-level attachments will sync to the master record and update automatically.

Override

The local-level attachments will not sync to the master record and can be updated manually at the local record level.

To compare global/local attribute values

You can compare differences in attribute values between a master and local version and apply the master record's attribute values to specific attributes on a local version.

  1. On the Data Mapping Automation menu, select Assets, Processing activities, Entities, or Vendors. The corresponding inventory list screen appears.

  2. Click the name of a record configured as a local record. The Inventory details screen appears.

  3. Click the Context Menu icon on the Master Record tile. The Context menu appears.

  4. Select Compare. The Compare attributes screen appears.

  5. Use the checkboxes to select attributes for which you want to replace values.
  6. Click the Save button. The local version attribute values will be replaced with the master record's values.

To compare global/local assessment questions

  1. On the Data Mapping Automation or PIA & DPIA Automation menu, select Active under Assessments. The Assessments screen appears.

  2. Click on the name of an assessment launched for a local record. The assessment appears.

  3. Select an attribute question on the assessment. The question is auto-filled with the value inherited from the master version.
  4. Click the Compare with master record to compare the question responses.