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Users can use Classes and sub-classes to assign data to a specific source. Users must select the "Class and Subclass" option when creating a new dataset. Then, all data entry fields are tracked by class/sub-class.
Data Entry
| • | All data entry fields can be tracked by assigning a class/sub-class to them. |
Data Transfer
| • | Users can transfer data with class/sub-class assignments. |
| • | The spreadsheet import, Excel Add-In and Active Workpapers confirm the dataset has class permissions before transferring the data. |
| • | The next available sub-class is added, automatically, as part of the import process. |
Bridge
| • | Users can select the class/sub-class when utilizing the bridge import process. |
Reporting
| • | Class and sub-classes appear in reports to identify and sort data entry fields. |
| • | Users can select the option breakout by class for reports to view additional information in reports. |
| • | Classes can be grouped for reporting. |
| • | Plug-in reports can utilize class and sub-class for reporting. |
Administration
| • | Administrators assign classes and sub-classes to users. |
| • | During the scrunch process, users have the option to scrunch data with class/sub-class. |
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