Standard Guideline - field descriptions
Main tab
- Guideline Text
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Enter free-form text for the standard guideline. Click on a variable to add it to the guideline.
- Variables
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Select a variable to add it to where your cursor is positioned in the Guideline Text field. If the variable you choose appears at the beginning of the guideline text instead of at the cursor position, reposition your cursor and try again.
Variables pertain to locations, uses, users, product types, brands, date the item or parameter statement was last modified, and item or parameter values.
Variables will be replaced with exact values that pertain to specific items and parameters in the Item Guideline & Restrictions and Parameter Guideline & Restrictions.
Variable choices
- &Brand
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Brand identification of the product, assigned with context attributes for the formula.
- %Date
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Date when the guideline was last changed.This is supplied by Optiva.
- &End Use
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Where the product is used, assigned with context attributes for the formula.
- &End User
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Who uses the product, assigned with context attributes for the formula.
- &Max
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Maximum percentage of an item or maximum value of a parameter in a formula.
- &Mfg Location
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Manufacturing location, assigned with context attributes for the formula.
- &Min
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Minimum percentage of an item or minimum value of a parameter in a formula.
- &Product Type
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Category of the product, assigned with context attributes for the formula.
- &Selling Location
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Selling location, assigned with context attributes for the formula.
- &Value
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The item qty % or parameter value that triggers the logic of the guideline. For example, if you say that the guideline is valid if the item qty % is over 5% (using the Min/Max Value Type), and the item qty% value is 7%, the &Value will be replaced by 7%.
The Standard Statement could be: The item value of (&Value) is greater than the legal maximum of (&Max).
Security tab
This tab identifies who can access the object and the types of access privileges that are granted for the Owner, Group, and Role.
The Optiva administrator configures the default security for all objects of this type. You can specify the security for a specific object here. For example, you can assign the Owner full privileges (Read/Copy/Write/Delete), but partial or no access privileges to the Role and Group.
- Group
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Select the security group for the owner of the object. If the owner belongs to more than one group, then the group owner selected during login is displayed here.
- Group Access
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Select the level of access privileges the Group has to the object.
- Owner
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Shows the name of the user who created the object. If you have the appropriate security privileges, then you can change the Owner by manually typing another value or by selecting the .
Click to navigate to the User page where you can view details about the object’s Owner.
- Owner Access
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Select the level of access privileges the Owner has to the object.
- Role Access
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Select the level of access privileges the Role has to the object.
Classification tab
You can assign set(s) to Optiva objects. The values that are available for selection are configured by your Optiva administrator.
Sets are a useful method for categorizing your objects and for filtering data when performing lookups and searches. For example, food manufacturers can have separate classifications (set codes) for Baked Goods, Fast Food, Frozen Food, and so forth.
By default, objects are only shown in the lab in which they were created.
Once you assign sets to an object, those objects can be seen by users in other labs.
To hide objects from other labs, do not assign them to a set.