New
Updated
No results found
enterReturn key to
select
Arrow keys to navigate
escEscape key to
close
Metadata Template Permissions
Who is this article for?Users who want to learn about Metadata Template Permissions.
Elevated permissions are not required.
This article provides an overview of Metadata Template Permissions within Business User Portal.
1. Metadata Template Permissions
Metadata templates can be created or amended in the Template Designer module within the client application.
-
Approve and Activate submitted templates
- This permission allows a user to approve and activate metadata template designs. These templates are associated with a section of the software, e.g. Audit file, Audit Location, Test etc. and each section can only have one active metadata template.
-
Download templates as read-only
- This permission allows a user to view metadata template designs, but not to make changes.
-
Download templates as read-write
- This permission allows a user to create and edit metadata template designs. Meta data allows users to create structured additional information screens within Audit Creation & Review, Work Programs and Entity Universe Planning.
-
Remove template user locks
- This permission allows a user to remove locks for a metadata template using the online admin wizard. Download locks should only be removed manually if the template design cannot be updated when securing a backup.
-
Retire templates
- This permission allows a user to retire a currently active metadata template design using the online admin wizard. When an active metadata template is retired, the metadata additional notes sections will disappear from the associated section of the software.
-
Rollback Template Active or Approved status
- This permission allows a user to de-activate a currently active metadata template using the online admin wizard.