Who is this article for?

Userswho are responsible for Metadata Type management.

Audit Administrator (AUDADM)permissions are required.

Within Audit Manager, there are two varieties of Metadata: General and Question.

General Metadata enable the addition of any required user defined field in an Audit record (e.g.: a Red/Amber/Green urgency rating). Question Metadata enable the customisation of the answers to be collected.

Once defined, Metadata can then be selected for use repeatedly for collecting answers to specific Audit Questions. In Questions, the customisation this enables allows for a rating to be placed on the answer which can force the raising of an associated Finding.

1. Accessing Metadata Types
2. Creating Metadata Types
3. Amending Metadata Types

1. Accessing Metadata Types

To access Metadata Types:

1. Navigate to Audit Manager.
2. Select Housekeeping.
3. Choose Metadata Types.

2. Creating Metadata Types

To create a Metadata Type:

1. Click the Add New Record icon located above the Title column heading.
   A blank Metadata Type Details screen will be displayed.

2. Enter a Title for your Type.
3. Add a Field Label.
4. Provide an optional Tooltip Text.
5. Select the Scope from the dropdown.
6. Change the Owned By selection as needed.
7. Tick Active to make the Type selectable for items that can be associated with Metadata.
8. Choose a Data Type from the dropdown.
   • Text - Provide a Minimum and Maximum Length for the text field. You may also supply a default text string.
   • Text (Multiline) - Provide a Minimum and Maximum Length of the data to be input in characters. If nothing is supplied, 3000 characters can be input.
   • Integer (Field or Decimal) - Provide a Minimum and Maximum Number that can be used and. You may also supply a default number.
   • Date - Provide a Minimum Offset, which is the earliest allowed date, and a Maximum Offset, which is the latest allowed date from date of input. The Default if set to zero enters the current date into the Date field. The unit of time can be set to Days or Months. If nothing is supplied, any date may be entered. The number of days/months that the date subsequently entered can be before or after the date of data entry. Enter negative values for dates prior to that date.
   • Yes/No - Select a default option.

9. Click the Save icon to the right in the header bar.

3. Amending Metadata Types

To edit a Metadata Type record:

1. Select anywhere in the record row of the relevant item in the left hand list.
   The Metadata Type Details screen will be displayed.

2. Amend the details as required.
3. Click the Save icon to the right in the header bar.