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Use this form to create default criteria for each reference type. Criteria are used during action planning to help manage the distribution of actions among employees.
When distributing actions, you can select from standard criteria set for the table towards which the actions are to be directed. For example, in the project table you can create the default configuration "Group", which consists of the field Project group. When you allocate actions to employees, and the actions are aimed at the project table, you can then select the default configuration Group.
Navigating
the form
The following tables provide descriptions for the controls in this form.
Tabs
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Tab |
Description |
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View and edit a list of Criteriaand the Descriptionfor each. |
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View and edit the Reference type, Criteriaand Descriptionfor the criteria selected on the Overviewtab. |
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Create a line for each field name you want to include in the criteria. You can select from the list of fields in the table you specified for the related . Each field can only be selected once. |
Fields
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Field |
Description |
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Enter an identification for the criteria. |
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Enter a description of the criteria. |
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Select the for which you want to define criteria. |
