Adding a User Custom Attribute in PolicyTech

Each field of a user record (such as Last Name, Email Address, and Unique Employee ID) is an attribute of the user. Custom Attributes are created using the Admin Settings of NAVEX One. Once a custom attribute is created in NAVEX One, you can use it in the PolicyTech application to apply to user records and then use that information when assigning a task or in a task report. See Adding Custom Attributes in NAVEX One for detailed instructions.

Important: If your environment has only the PolicyTech application, custom attributes can be managed using the User Manager.

Add a User Custom Attribute

  1. Click Settings & Tools > User Setup, and then select Custom Attributes.

  2. Click Add Custom Attribute.

  3. Type a name for the attribute.

    Note: This may be the same name as shown in Active Directory or in an input file.

  4. In the Type list, select Text, a string of alphanumeric characters, Whole Number, or Date.

    • For Date, select a display format in the Date Format list.

      Format Description
      MM/DD/YYYY This format uses a two-digit month, a slash separator, a two-digit day, a slash separator, followed by a four-digit year.
      MM-DD-YYYY This U.S. format uses a two-digit month, a dash separator, a two-digit day, a dash separator, followed by a four-digit year.
      DD/MM/YYYY This format uses a two-digit day, a slash separator, a two-digit month, a slash separator, followed by a four-digit year.
      DD.MM.YYYY This format uses a two-digit day, a period separator, a two-digit month, a period separator, followed by a four-digit year.
      DD-MM-YYYY This format uses a two-digit day, a dash separator, a two-digit month, a dash separator, followed by a four-digit year.
      DD/MMMM/YYYY This format uses a two-digit day, a slash separator, a four-letter month abbreviation, a slash separator, followed by a four-digit year.
      YYYY/MM/DD This format uses a four-digit year, a slash separator, a two-digit month abbreviation, a slash separator, followed by a two-digit day.
      YYYY.MM.DD This format uses a four-digit year, a period separator, a two-digit month abbreviation, a period separator, followed by a two-digit day.
      YYYY-MM-DD This international standard date format is a four-digit year, a dash separator, a two-digit month, followed by a two-digit day.
      File Date This file time format uses a 64-bit value that represents the number of 100-nanosecond intervals that have elapsed since 12:00 A.M. January 1, 1601, Coordinated Universal Time (UTC).

  5. To allow users to have multiple values for the attribute, select Allow multiples. By default, an attribute allows only one value per user.

  6. To enable a list of possible options to appear when assigning attributes to users and when creating user groups, select Select from Range of Options, type a value, and then click Add. Your value appears in the Assigned Values for this Attribute box.

    Note: You can add as many values as necessary. To remove a value from the list, click it, and then click . You can only delete a value if it is not currently assigned to a user or group.

  7. Click Save.