10.8.2 Object Subtypes

System Administrators can enhance item classification by creating Object Subtypes. This feature allows for more detailed categorization across different objects within EPC.

Administrators can customize the names of subtypes and specify which subtypes are applicable to each object type. EPC comes with a default list of object subtypes, which administrators can easily modify—adding new subtypes, editing existing ones, or removing unnecessary entries.

Additionally, administrators can select the preferred language for viewing these subtypes, ensuring accessibility for multilingual users.

The following list outlines all the object types that can be associated with Object Subtypes:

• Asset
• Attribute
• Capability
• Control
• Document
• Entity
• KCI (Key Control Indicator)
• KPI (Key Performance Indicator)
• KRI (Key Risk Indicator)
• Input/Output
• Objective
• Organizational Unit
• Process
• Resource
• Risk
• Role
• Rule
• Service
• Term
  

Adding New Subtype

1. Click on the +Add New Type button.

2. In the form, type the subtype’s name, description (optional), Prefix SSN (more on this below), and specify which object type it applies to.

• The Prefix SSN field lets organizations customize SSN prefixes for new objects based on their subtypes. System Admins can set custom prefixes for both default and user-defined subtypes.
  • For example, a document with the ‘Record’ subtype and prefix ‘REC’ would be numbered REC-309287. If no subtype or custom prefix is assigned, the default prefix (e.g., DOC-309287) is used.

*Users need to assign the subtype at the creation (first save) of the object. If not, the subtype prefix will not be applied, and the SSN cannot be modified.

3. Click on Add to create the subtype.

Search & Sorting

Admins can sort the table in ascending or descending order by clicking the Name or Object Type column headers. Additionally, they can filter the list by entering an object type name in the search box.

For more information on the search and sorting, please click here.

Editing a Subtype

1. Users can inline edit the name of the subtype directly within the list.

2. For further editing capabilities, click on the corresponding button, which will open the subtype edition form, where you can edit the subtype’s name, description, and prefix SSN.

*Users cannot modify the object type to which the subtype is assigned to.

Deleting a Subtype

1. Click on the corresponding button to delete a subtype.

2. You will be prompted to confirm the deletion. To proceed, click Delete. If you change your mind, click Cancel to stop the deletion.