Smartstaff
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* Creating Data Policies
* Linking Policy Field Sets and Policies
* Adding Data Category Policy Field Set to Custom Fields
===Creating Policy Field Sets===
* Go to [[Global Settings]] - Security tab.
* Click on the Policy Field Sets link. You will be brought to the Data Category Policy Field Set Settings page.* Click on the "New Data CategoryPolicy Field Set" button.* You will be brought to the New Data Category Policy Field Set Settings page, which consists of the following settings:
** ID: unique ID automatically generated on Save
** Name: name used to identify the policy field set
* Populate the settings and click Save.
* The Data Category Policy Field Set Settings page refreshes and exposes 2 additional tabs:
** Linked Policies
** Custom Fields
[[Image:DataCategory2.png|1100px|border]]
NOTE: If you return to the Data Category Policy Field Set Settings page then the category will be listed, with an Edit button to allow updates to be made.
===Linking Policy Field Sets and Policies===
If you are editing a Data Category Policy Field Set then you can link the current category with an existing Data Policy by going to the Linked Policies tab.
If you are editing a Data Policy then you can link the current policy with an existing Data Category Policy Field Set by going to the Linked Policy Field Sets tab.
[[Image:DataLinks1.png|1100px|border]]
The functionality for both tabs is the same and is as follows:
* Start typing the name of the Data Policy or Data Category Policy Field Set into the Ajax lookup field and selected from the returned results.
* Click on the Add button.
* The policy/category will now be listed under the Linked tab.
===Adding Data Category Policy Field Set to Custom Fields===Go to the Data Category Policy Field Set tab, which is available against all Custom Fields settings pages, and start typing the name of the Data Category Policy Field Set into the Ajax lookup field. Selected from the returned results.
[[Image:DataCategory3.png|1100px|border]]
The policy/category will now be listed under the Data Category Policy Field Set tab.
The custom field will also appear under the Custom Fields tab for the associated Data Category Policy Field Set .
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[[Category:System Management]][[Category:Custom Fields]][[Category:Security]]
