Create a statement

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See About statement sets for information.

 

Note: Only administrators, statement set managers, statement managers and audit managers have rights to create statements.

 


 

1.From the Tools menu choose Statement Sets.
2.Double-click the statement set that you want to add a statement to.

Note: If you are adding a child statement to an existing statement then you must select the parent statement.

3.From the File menu choose Add.
4.Enter a name for the statement.
5.Choose a status and style for the statement.

Note: You can create a new status or style for a particular statement.

6.Enter a description for the statement.
7.Select a risk factor if appropriate.

Note: Risk factors will only be available if the statement set was setup to include risk factors.

 

To add additional information:

 

8.Select the Additional tab and enter any additional information that defines the statement.

 

Note: Additional information refers to a data table that was associated with the particular statement set when it was created. If a data table was not associated then this tab will be blank.

 

To add attachments:

 

9.Select the Attachments tab and click New , then choose to attach a file or application, document link, web link, email link or SAP R/3 transaction link.

Note: You can define viewing rights for statement attachments. Select the attachment in the Attachments tab and click Set View Rights . The Scope panel allows you to define viewing rights for the selected attachment only or all attachments associated with the statement. Click Add to add users.

 

More info on Access Rights...

 

To link statements:

 

10.Select the Linked Statements tab and click Add a linked statement .

11.Select the statement set on the left, then select the check boxes of the statements that you want to link to.

Note: To unlink statements, select the statement(s) and click Remove selected links .

Hint: You can show or hide linked statements in the Statements window for a particular statement set. From the View menu select or deselect Show Linked Statements.

 

 

Related Topics:


Creating statement sets

Creating statement styles

Creating statement statuses

Automatically linking SAP transaction links

Defining statement managers

Linking statements to other statements

Customizing and editing statements

Searching for statements

Adding statement change logs

Adding statement audit records

Adding statement link audit records