Specifying Profile Attributes

The Attributes tab enables administrators to assign attributes to profiles and provide values for the attributes. Attributes are displayed in Reconciliation, on the Summary tab, under Other Attributes.

The Locked column shows that the attribute is inherited from the Format.

For details on how to create attributes, see Creating Attributes.

To add a profile attribute:

1. From Home, select Application, and then Profiles.
2. Click New (+) to create a New Profile.
3. Click the Attributes tab.
4. Click Add (+) to display the Add Attribute Assignment.
5. Under Attribute, select an attribute from the list of defined attributes. Depending on the attribute selection, the dialog box options are displayed.

   Note:

   When adding attributes to a Variance Analysis profile, note the following on the Set Attribute dialog:

   • Enter Source System Balances should be used to specify Enter Current Period Balances
   • Enter Subsystem Balances should be used to specify Enter Variable Period Balances.
6. Under Type, this non-editable field is populated by depending on the attribute selection.
7. Under 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 for a User attribute, or Yes or No for the Yes/No attribute.
8. Under Access, select the Role and Access for the selected attribute. All roles have view access unless otherwise specified below.

   To add 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 two 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.

9. Select Copy Reconciliation Changes to Profile if you want to push updates made to the attribute within a reconciliation to the profile. This ensures that the profile is updated to align with the reconciliation so that, when the reconciliation is created in the next period, it will use the same value. This update occurs irrespective of how the attribute is updated - manually, bulk update, or by rule execution.
10. Click OK.