Policy Management Default Attributes
The following are the default system attributes available in the application. Attributes can be customized to suit your organization's needs. For more information, see Adding, Editing, and Deactivating Policy Attributes.
Policy Attributes
|
Field |
Description |
Response Type |
|---|---|---|
|
Added to Document Library |
Allows users to view the date documents were added to the document library in the Employee Portal. |
Date and Time |
|
Categories |
The category of the policy. |
Multi Select |
|
Default Language Required |
The default language of the policy. |
Single Select |
|
Description |
A brief description that describes the policy. |
Text Area |
|
Effective Date |
The date in which the policy goes into effect. |
Date |
|
Expiration Date |
The date in which the policy expires. |
Date |
|
ID Required |
The ID of the policy. |
Text |
|
Managing Organization Required |
The organization that owns the policy. |
Single Select |
|
Policy Approvers Required |
The name(s) of the users who are the policy approvers. |
Multi Select |
|
Policy Name Required |
The name of the policy. |
Text |
|
Policy Owners Required |
The name(s) of the users who are the policy owners. |
Multi Select |
|
Published Version |
The latest published version of the policy. |
Text |
|
Removed from Document Library |
Allows users to view the date documents were removed from the document library in the Employee Portal. |
Date and Time |
|
Standard / Framework |
Allows users to view policy standards and frameworks. |
Multi Select |
|
Visible to all users in document library |
This document will be visible to all users in the library, regardless of their organization group. |
Single Select |
|
Workflow Required |
The workflow assigned to the policy. |
Single Select |
Procedure Attributes
|
Field |
Description |
Response Type |
|---|---|---|
|
Added to Document Library |
Allows users to view the date documents were added to the document library in the Employee Portal. |
Date and Time |
|
Categories |
The category of the procedure. |
Multi Select |
|
Default Language Required |
The default language of the procedure. |
Single Select |
|
Description |
A brief description that describes the procedure. |
Text Area |
|
Effective Date |
The date in which the procedure goes into effect. |
Date |
|
Expiration Date |
The date in which the procedure expires. |
Date |
|
ID Required |
The ID of the procedure. |
Text |
|
Managing Organization Required |
The organization that owns the procedure. |
Single Select |
|
Procedure Approvers Required |
The name(s) of the users who are the procedure approvers. |
Multi Select |
|
Procedure Name Required |
The name of the procedure. |
Text |
|
Procedure Owners Required |
The name(s) of the users who are the procedure owners. |
Multi Select |
|
Published Version |
The latest published version of the procedure. |
Text |
|
Removed from Document Library |
Allows users to view the date documents were removed from the document library in the Employee Portal. |
Date and Time |
|
Standard / Framework |
Allows users to view procedure standards and frameworks. |
Multi Select |
|
Visible to all users in document library |
This document will be visible to all users in the library, regardless of their organization group. |
Single Select |
|
Workflow Required |
The workflow assigned to the procedure. |
Single Select |
Standard Attributes
|
Field |
Description |
Response Type |
|---|---|---|
|
Added to Document Library |
Allows users to view the date documents were added to the document library in the Employee Portal. |
Date and Time |
|
Categories |
The category of the standard. |
Multi Select |
|
Default Language Required |
The default language of the standard. |
Single Select |
|
Description |
A brief description that describes the standard. |
Text Area |
|
Effective Date |
The date in which the standard goes into effect. |
Date |
|
Expiration Date |
The date in which the standard expires. |
Date |
|
ID Required |
The ID of the standard. |
Text |
|
Managing Organization Required |
The organization that owns the standard. |
Single Select |
|
Published Version |
The latest published version of the standard. |
Text |
|
Removed from Document Library |
Allows users to view the date documents were removed from the document library in the Employee Portal. |
Date and Time |
|
Standard / Framework |
Allows users to view standards and frameworks. |
Multi Select |
|
Standard Approvers Required |
The name(s) of the users who are the standard approvers. |
Multi Select |
|
Standard Name Required |
The name of the standard. |
Text |
|
Standard Owners Required |
The name(s) of the users who are the standard owners. |
Multi Select |
|
Visible to all users in document library |
This document will be visible to all users in the library, regardless of their organization group. |
Single Select |
|
Workflow Required |
The workflow assigned to the standard. |
Single Select |
Exception Attributes
|
Field |
Description |
Response Type |
|---|---|---|
|
Created Date |
The date the exception was created. |
Date and Time |
|
Date Resolved |
The date the exception was resolved. |
Date |
|
Employee Portal Stage |
A brief description of the current stage of the exception. |
Text |
|
Exception Approver |
The name of the user(s) who are exception approvers. |
Multi Select |
|
Expiration Date |
The date and time in which the exception expires. |
Date and Time |
|
ID Required |
The ID of the exception. |
Text |
|
Name Required |
The name of the exception. |
Text |
|
Organization Required |
The organization that owns the exception. |
Single Select |
|
Reason for Exception Required |
A brief description that describes the reason for the exception. |
Text |
|
Reason for Result |
A brief description that describes the reason behind the exception result. |
Text |
|
Requestor Email Required |
The email of the user(s) who requested the exception. |
Text |
|
Requestor Name Required |
The name of the user(s) who requested the exception. |
Single Select |
|
Result |
A brief description that describes the result of the exception. |
Text |
|
Source |
A brief description of the source of the exception. |
Text |
|
Stage Required |
The current stage of the exception. |
Text |