Objects

The Objects tab enables you to add new review objects to be associated with the application schema.

To add a new review object, click the New icon and provide the following information on the browser window that is displayed:

  1. Provide a unique name and description for the object. The name cannot be modified after saving the object.
  2. The Define Object Columns panel, define the object attributes to be imported into Certification Manage. For example, if you define the columns 'Asset ID' and 'Asset Type' for the object 'Asset', the attributes Asset ID and the Asset Type are imported. Columns may be defined in one of the following ways:
    • Manually: Select this option to manually specify the required object columns. The grid that is displayed when this option is selected enables you to add object columns. Add the required columns by providing the required information as follows:
      • Primary Key : A primary key is a unique identifier of the objects imported in Certification Manager. Certification Manager recognizes objects based on the primary key.

        To define a column  as the primary key, select the radio button next to that column in the Primary Key column. For example, if you select the column Asset ID as the primary key, all the objects to be imported in Certification Manager must have a unique Asset ID. If the Asset ID for 2 objects is the same, the second object is not imported.

        The format of the CSV files with objects having a unique Asset ID is as shown below:

        Asset ID
        A123
        A1245
        A456
        A754
      • Column Name :Define a unique name for the column. The name defined here cannot be modified after you click Save to save the newly created object.

        All the column names defined here must be present in the CSV file or the stored procedure that is specified to import the data for this object.

      • Display in Reviews :Select this check box if you want to display the object attribute from this column on the Review Details page.
      • Display as Review Title :This column enables you to define whether the object attribute in the selected column should be the title of the review. For example, if you select this check box next to the column name Asset ID, the title of the review on the Active Reviews page will be the Asset ID of this object if this object is the primary object for that review.
      • Display Name of Column :Define a user friendly name for this column in this text box. The name defined here is displayed at the following locations:
        • The pop-up window displayed when you click the object link in the Review Object Information panel of the Review Details page  The object attributes corresponding to this column are displayed next to the column name.
        • In the drop-down list that is displayed when you select the option Filters on the Filters tab of the Create New Process page.

          Click the Add Column icon to add new columns. To delete a column that is already added click the Remove icon next to the column name.

    • By uploading a schema file: Select this option to upload a CSV file that contains the required object columns. In the Path of Schema File field, click Browse to browse and select the required CSV file and click Upload. The Column Name column in the grid that is displayed below contains all the fields specified in the uploaded CSV file. Depending on the requirement, provide information in the following columns:
      • Use This Field : Select the check box next to a required column name to import object attributes from these columns only.

        An example of a schema CSV file is as shown below:

        Source Key Display Name First Name Last Name
        proc_admin proc_admin John Kelly

        Here, the fields Source Key, Display Name, First Name, Last Name, Description and Phone are displayed in the Column Name column after the CSV file is uploaded. If you select the check-box next to Source Key, Display Name and Phone; the objects attributes from these fields are imported into Certification Manager. Whereas, the data from the other fields is skipped.

      • Primary Key : A primary key is a unique identifier of the objects imported in  Certification Manager. Certification Manager recognizes objects based on the primary key.

        To define a column  as the primary key, select the radio button next to that column in the Primary Key column. For example, if you select the column Asset ID as the primary key, all the objects to be imported in Certification Manager must have a unique asset ID. If the asset ID for 2 objects is the same, the second object is not imported.

        The figure below is an example of a CSV file with objects having a unique asset ID:

        Asset ID
        A123
        A1245
        A456
        A754
      • Column Name :This column displays all the columns specified in the schema CSV file that is uploaded for this object.
      • Display in Reviews :Select this check box if you want to display the object attributes from this column on the Review Details page.
      • Display as Review Title : This column enables you to define whether this column name should be the title of the review. For example, if you select this check box next to the column name Asset ID of a primary review object, the Asset ID of this object is the title of the review on the Active Reviews page.
      • Display Name of Column :Define a user friendly name for this column in this text box. The name defined here is displayed in the following:
        • The pop-up window that is displayed when you click the object link in the Review Object Information panel of the Review Details page  The object attributes corresponding to this column are displayed next to the column name.
        • In the drop-down list that is displayed when you select the option Filters on the Filters tab of the Create New Process page.

          Before saving the application schema, ensure that the correct CSV file is uploaded as this cannot be modified later.

          Note: The New Object pop-up may not be seen on the user interface when the CSV file is being uploaded. This is a browser specific behavior and the pop-up is again displayed on the user interface after a moment.
      • Personal Data: Select this check box if you want to specify the object attributes from this column as personal data. You have the option to select the object type. The selected objects can be considered for data anonymization, if required.
  3. Click Save.  Before saving the application schema, ensure that all the required object columns are added as more columns cannot be added after the newly created object is saved. The newly added objects are displayed on the Objects tab. To add another object click the New icon and follow the steps explained above.
  4. After adding all the required objects, click Next. The Review Types tab is displayed. To save the application schema, click Save and Close.

    To delete an object, select the check box next to the object and click the Delete icon. An object cannot be deleted if an review type with that object is already created on the Review Types tab.