Adding Format Attributes

Format Attributes affect the overall reconciliation and enable capture of additional information, such as Time to Prepare, or Time to Review. Format Attributes appear in the Reconciliation dialog, on the Summary tab, under "Additional Attributes".

To add an attribute assignment:

1. In New Format or Edit Format, select the Attributes tab.
2. Select Actions, and then Add.
3. On the Properties Tab, enter:

   • Attribute:

     Select one. See Defining Attributes.

   • Type:

     This noneditable field is populated by the Attribute.

   • Value:

     Select a value associated with the type of attribute; for example: a numeric value for Formatted Number attribute, a List for List attribute, multiple lines of displayed text without scrolling for Multi-Line Text, a name of a person, User, or Yes or No for the Yes/No attribute.

   • Access

     All roles have view access unless otherwise specified in the table below.

     To add an access, for each of the Text Box and Attachments tabs:

     1. Click Add.

     2. Select a role.

     3. Select one of the Role access types:

        • Text Box:

          • Do Not Display—Does not see this attribute on the Reconciliation List or in any of the dashboards, list views, or reports.

          • Allow Edits—Has the ability to add, change, and remove values for the attribute, but subject to the editability rules.

          • Required—Requires a value for the attribute. The Required option is available for Preparers and Reviewers. Until a value is provided, Preparers are prevented from submitting, and Approvers are prevented from approving.

        • The Multi-Line Text Box has 2 access tabs:

          • Text Box tab:

            • Do Not Display—Does not see this attribute on the Reconciliation List or in any of the dashboards, list views, or reports.

            • Allow Edits— Has the ability to add, change, and remove values for the attribute, but subject to the editability rules.

            • Required—Requires a value for the attribute. The Required option is available for Preparers and Reviewers. Until a value is provided, Preparers are prevented from submitting, and Approvers are prevented from approving.

          • Attachments tab:

            • Do Not Display—Does not see this attribute on the Reconciliation or in any of the dashboards, list views, or reports.

            • Add & Remove—Has the ability to add files and remove files that they themselves added, but subject to the editability rules.

            • Required—Requires the Preparer or Reviewer to attach at least one file. The Required option is only available for Preparers and Reviewers. Until a file is attached, Preparers are prevented from submitting, and Approvers are prevented from approving.

            • Add & Remove All—Can add their own files, remove their own files, and also remove files added by other roles.

     4. Click OK.

4. The Rules tab defines rules for the attribute being assigned.

   The Format Attribute rule runs when the specified conditions are met:

   Table 21-2 Format Rules

   Rule	Runs When	Rule Type	Precedence Notes
   Set Attribute Access Sets the value of attributes assigned to the Transaction Attributes section in the Format dialog box.	This rule gets evaluated (not run) whenever the attribute associated with the rule could be updated (through the user edits, or through import)	Format / Profile Attribute Rule	Rules that trigger different access levels can be configured. When this condition occurs, access is as follows: Hide Required Edit Read Only

5. See:

   • Creating Formats

   • Specifying Format Instructions

   • Specifying Format Questions

   • Viewing Format History