Custom Attributes Overview

When you add a user, each piece of information (data field) shown in the General Information tab of the user record in User Manager (such as Last Name, Email Address, and Unique Employee ID) is a user attribute.

Screenshot...

In addition to these preset attributes, you can create custom user attributes to store any user-related information. You can then create user groups based on custom attributes to automate document workflows (see Automating Document Workflow below). You can also create task reports based on custom attribute information (see Custom Attributes in Task Reports below).

After a custom attribute has been added, custom attribute information can be added to individual user records by importing user information from another database (see Importing and Syncing Users from Another Database) or by entering it manually (see Adding a User Manually).

Automating Document Workflow

You can automate document workflows by creating user groups based on custom attributes and assigning those user groups to specific documents.

For example, suppose that your organization has a policy that all newly hired employees must read the Employee Handbook within their first month of employment. You could do the following to automate Employee Handbook workflow:

• Add a custom attribute called Hire Date and then manually add or sync hire date information from another database, such as Active Directory.
• Create an assignee group based on the Hire Date attribute and apply date logic to include only those users whose hire dates fall within the past month. As new users are added to PolicyTech, they are automatically added to the assignee group and then automatically removed from the group after a month has passed.
• Assign the assignee group to the Employee Handbook document and set the due date to 30 days after each user is assigned the task. A new reading task is assigned as each new user is added to the assignee group.

Custom Attributes in Task Reports

Once you've created custom attributes, you can create task reports based on the information stored in user records with those custom attributes.

All custom attributes appear as optional columns in the following reports:

Tasks by Document - Current

Tasks by Document - All Tasks

Tasks by User - Current

Tasks by User - All Tasks

The column names are in the following formats, based on user roles:

• Assignee [custom attribute name]
• Document Owner [custom attribute name]

For example, if you add a custom attribute called Hire Date, you will see the following columns available in the abovementioned reports: Assignee Hire Date, Document Owner Hire Date.

Once you add a custom attribute column to a report (see Working with Data Pane Columns), you can arrange or group the data pane by that column (see Grouping by Data Column).

of