Type management

The Type Management panel contains a list of objects. By expanding one of these objects, you can see the properties that it has, e.g. Name and Description.

 

By default, each object in Corporater BMP has a number of properties. These properties are actually links from Property Settings . The default properties that are in use on each object are described in the section documenting that object. Users can see some of these properties when they click Description in the drop-down Options menu for an object on the web.

 

The Type Management panel is opened when you choose Defaults in the View menu. It can also be found under Structure in the Window menu.

 

You can add a Visibility rule to an object in Type management, in order to control which properties should be visible for editing.

 

The Priority property can be used in Scorecard, Perspective, Strategic objective, KPI, Strategic initiative, Risk assessment, and Risk factor to filter objects based on Risk status.   For a KPI, for example, this is done by searching through the child objects of the KPI to find any object that has risk priority, such as risk assessment tables and risk factor lists, and returning the Risk Priority of that object.   For Strategic Objectives, the first object that matches the above criteria is the KPI, so in most cases, a Strategic Objective will return the same Priority as the first KPI rather than any risk tables or similar that are placed directly on the Strategic Objective. This can be confusing if the KPI does not have any risk items under it, while the Strategic Objective has a Risk factor list. The KPI will be selected first, resulting in no Priority displayed, and the risk list will be ignored.

 

 

In Property Settings you can add and configure additional custom properties that you can link to objects in your system. When you link a property to an object in Type Management, it is also added to ALL existing objects of that type. A Custom property may only be linked to each object once, because the properties would have the same ID. If you need two (identical) properties on the same object, you will need to create two properties in Property Settings.

 

When you double click a property in Type Management, you can set up the following:

Properties

Visibility

• Visibility - select the visibility for the property when editing the object on the web; use these alternatives:

  • Visible - the property will be available for editing for users with necessary access

  • Not visible - the property will not be available for editing

  • Visible when values - when the property has values, it will be available for editing for users with necessary access

 

Web editability

• Editable on web - whether users who are not administrators should have access to edit the property on the web page; choose between

• • Restricted - the property will not be visible for non-administrators

  • Unrestricted - the property can be edited by users who are not administrators

Users who are to be able to edit properties on the web page must be given full access rights to the scorecard where the objects they should be able to edit are located.

 

Configuration

• Display in tables as - how the property should be displayed in the table when there isn't enough room

• • Full text - the text shows in its full length on a single line

  • Wrapped - the text shows in multiple lines if there is not enough space on one line

  • Truncated - the text is cut off with '...' if there is not enough space to show the full text. Full text is shown on mouse over.

Properties that are never shown in tables or that cannot be truncated or wrapped, such as dates, statuses, icons, numbers, and progress, do not have this option.

Use Display in tables on Comments to control how comments are displayed in Filtered lists. Default value is "Wrapped".

 

• Override name - if you want to give the property a different name enter the desired text here; if the field is left blank the standard name of the property will be used

Name changes made here will not affect token tags for properties.

 

 

Version 5.1.2.0

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