General
The General screen is used to add, view or edit basic information on an indicator record. Once this screen is completed, click on the Values section button to indicate the valid options for this record.
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Depending on the page displayed, the following fields may be available: |
The following additional section options are available in the left pane: |
Application
The software application where this indicator setting is used.
Note
This option is only available if Application is chosen in the Source Identifier field.
Assignment Source Category
The category of the assignment source, used to group similar assignments. The value entered here determines the look up options displayed in the assignment source field.
Assignment Source Code
The code of the assignment source record where this indicator can be found.
Assignment Source Classification
Determines the type of system classification of the assignment source, such as Standard, Customer, User-Defined, or Replicated.
The Classification options are as follows:
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Standard |
A record that is core to the system and included for all customers. |
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Customer |
A record that was custom designed for a specific customer. |
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User-Defined |
A record that was created by a user in the system. When a new record is entered in the screen by clicking on the Add button, it is automatically given a status of User-Defined. |
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Replicated |
A record that was copied from an existing record, and then updated to change certain settings. When a new record is created by clicking on the Replicate button, it is automatically given a status of Replicated. |
Category
The category defines the application or the process that this indicator is associated with, such as Benefits Monitor or Schedule Process. On the Indicator tab within a screen, this is the category card where the indicator will be displayed.
Indicator naming convention is as follows:
Screen name + "Indicator" + Category + Classification + Number
For example, the Standard indicator on the Pay Group screen on the System category card that is listed First, is named Pay Group Indicator System Standard 1.
Classification
Determines the type of system classification, such as Standard, Customer, User-Defined, or Replicated.
The Classification options are as follows:
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Standard |
A record that is core to the system and included for all customers. |
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Customer |
A record that was custom designed for a specific customer. |
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User-Defined |
A record that was created by a user in the system. When a new record is entered in the screen by clicking on the Add button, it is automatically given a status of User-Defined. |
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Replicated |
A record that was copied from an existing record, and then updated to change certain settings. When a new record is created by clicking on the Replicate button, it is automatically given a status of Replicated. |
Code
The alphanumeric short name or abbreviation identifying this value option for the indicator.
Description Template
The label describing this indicator record. In a replicated indicator, this field displays the description of the original Indicator used as a template. This field can be updated to make the description unique to the replicated indicator record.
To view the complete description, hover the cursor over the field to display the tooltip.
Group Name
Assigns a group name to this indicator, which displays in the corresponding indicator screen under a separate heading.
Click the card arrow in the related Indicators screen to open and view all indicators assigned to the same group name.
Number
The numeric value identifying this indicator.
Range Table Definition
The code of the range table where this indicator setting is located.
Source Identifier
The screen within the application where this indicator is assigned.
Staffer Category
The staffer category used with this assignment, to which this indicator applies. This option is only available for staffing assignments.
Visible
Indicates whether this indicator is visible to users when they access the Indicators tab on the table. (Yes/No)