Create a statement set

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See About statement sets for information.

 

Note: Only administrators and statement set managers can create statement sets.

 


 

 

1.From the Tools menu choose Statement Sets.
2.From the File menu choose New.
3.Enter a name and description and specify the owner for the statement set.

 

Allow statement links to be added via the web

Include Risk Items allows you to assign a risk factor to a particular statement within a statement set.

Show statement level numbers will display the number, hierarchically ordered, of each statement when the statement set is viewed.

Allow statement attachments to be accessible from Activities will allow statement attachments to be directly accessible as an attachment/link when a statement set is associated with an activity.

Include statement set name in SAP transaction link titles will automatically append the statement set name onto transaction link titles for statement attachments that are accessible from activities. For example, 'Statement Set x - Create Sales Order (VA03)'. Note: The Allow statement attachments to be accessible from Activities option must be enabled.

Auto select child statements when adding a statement link will automatically select any associated child statements that exist for particular statements when linking statements with activities.

 

The following tabs are also available:

 

Access

Access rights can be defined for a statement set.

 

Default Access Rights

By default, all authors have read/write access to a statement set. You can change this to provide read only or access denied to all users not specified in the Specific User Access Rights panel.

 

Specific User Access Rights

You can specify separate access rights on the statement set for specific users and/or user groups. Access rights defined here will override the default access rights.

 

To define access for specific users or user groups, click Add and select a user or user group. Note that the order of users and user groups is important. You can move users and user groups up or down by selecting them and clicking the respective arrow. For more information see More info on Access Rights...

 

Data Tables

You can allow users to add extra information to statement records by associating statement sets with data tables. For more information see Storing additional information for statement records.

 

Advanced

Automatically create activity statement links based on associated statements will automatically add any linked statements to an activity when creating a statement link. For more information on linking statement records see Link a statement to another statement.

 

The Linked Statements vs. Activity Links report displays the difference between activity statement links and the other statements from associated statement sets. See Generating a report for more information.

 

Show statement's parent structure in details window will display a statement's parent statements in the Statement Properties window (Author Client) and the Statement Details page (Web Server). Users can click a parent statement to navigate to a particular statement.

 

Related Topics:


Creating statements

Creating statement set folders

Creating statement statuses

Creating statement links

Data tables