12.1.2.3.2 Create Objects – Object Details Tab

Web Modelers can create objects in the WebApp and organize them in a hierarchical manner in a “Parent-Child” relationship. See the table in the Create section which lists the Parent-Child relationships per object.

!Due to their different nature and complexity, you can find a separate instructions section to Create Process Objects

Create an object via the Details Tab of a parent object

1. Click on the Navigation Menu Button on the top left of your screen and navigate to the desired Module (for this example, the a document will be created under a parent folder)

*Ensure you are given the permission to be a Web Modeler, the displayed content is set to Show Latest, and your editing tool is the Web.

2. Choose the parent object under which you would like to add the object. (for this example, we are choosing the folder “Recruitment” under “Human Resources” folder in the tree structure)

*It is very important that you select the right parent Set or Folder, since it cannot be modified.

3. Navigate to the Details Page of the parent object

4. Navigate to the button

5. A drop-down will be generated. Select the object type you would like to create.

6. A form will be generated where you can input the information about the new object. See below for links to object-specific instructions to create object content.

• Input Performance objects information
• Input Organization objects information
• Input Documents objects information
• Input Risk objects information
• Input Control objects information
• Input Rule objects information

7. Click on the button to finish the creation of the new object

8. The new Document is now on the Document tree structure. This document is currently a draft. To learn how to publish Document objects, click here.