Manage Definitions

Complete the following steps to add a definition:

1. Click the New button.

2. In the General tab, fill in all required fields.

   Property	Definition
   Definition	Enter a Definition.
   Categories	From the Categories drop-down menu, select a category.
   Input Type	From the Input Type drop-down menu, select an input type. To view which input types are mapped to the ESRS data types, see Definition Input Types.
   Frequency	In the Frequency field, enter a frequency. Comma delimited format and range format is accepted in this field. This frequency determines which workflow periods the definition will display in. Definitions with a Narrative unit type default to a yearly frequency.
   Active	Definitions are active by default. To make a definition inactive, clear the Active checkbox.
   Attachment Required	To require an attachment for a definition, select the Attachment Required checkbox.
   Baseline	To include the baseline year in the report for this definition, select the Baseline checkbox.
   Prior Year	To include the prior year in the report for this definition, select the Prior Year checkbox.
   Milestones	To include the milestone years in the report for this definition, select the Milestones checkbox.

3. Click the Save button.

4. Go to the Frameworks tab to assign KPIs to the definition.

   1. From the Frameworks drop-down menu, select the framework containing the KPIs you want to assign to the definition. All KPIs in that framework are displayed in the grid below.

      NOTE: Both internal and external frameworks are supported and will display in the Frameworks drop-down menu.

   2. Use the checkboxs to select KPIs.

   3. Click the Add button. The KPIs will display in the bottom grid.

   4. Click the Save button.

5. Go to the Control Lists tab to assign control lists to the definition. From the Control List 1 and Control List 2 drop-down menus, select control lists and then click the Save button. The Control List 1 selection cannot be None if Control List 2 has a selection.

To delete a custom definition, click the Delete button.

NOTE: The Delete icon only displays when a custom definition is selected. Solution provided definitions cannot be deleted. If a custom definition is assigned to a profile, marked as active, or has data entered for it, you cannot delete the definition. To prevent data entry for a definition that cannot be deleted, mark the definition as Inactive.