Sets

You will find "Sets" in the sub-area, "Organization". Sets in Compliance Suite are used to classify data.

Sets can be defined for the following entities in Compliance Suite:

  • Company

  • Cost Center

  • Department

  • Division

  • Job Title

  • Location

  • Position

You create sets for each entity under the menu items:

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Example: Location Set

Location sets are a grouping method that can be used to create auto-roles and auto-groups automatically for a given set of locations. For example, if all store locations in Denmark are grouped in a location set, the set can be used to create auto-roles and auto-groups that apply to all persons associated with the locations in the specific set.

You can get an overview of all active location sets under "Active Location Set":

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Create a new Location Set

Create a new Location Set by clicking "+New" under Location Sets.

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The fields are completed as follows:

Field Name Type Description

Name

Text

Name of the set.

Location Set ID

Text

Optional ID for the location set.

Description

Text

Optional description of the location set.

Category

Look-up

Optional category for the location set.

Location Set Type

Look-up

Set Type for the location set.

Locations can be added to a set under the Locations tab. Click on "Add Existing Location":

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Next, a screen appears where you can search for the location(s) you wish to add to your location set.

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Click "Add" when you have selected all the desired locations. Next, the selected locations are added to your Location Set.

Now, based on this set, auto-roles and auto-groups can be added for these locations.