Setting up Privacy Level Assignment Rules (PLARs)
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Navigating to Privacy Level Assignment Rules
FOUNDATION > SECURITY MANAGEMENT > SET UP PRIVACY LEVEL ASSIGNMENT RULES
What are Privacy Level Assignment Rules?
Privacy Level Assignment Rules (PLARs) are used to automatically apply Privacy Levels on entity records. PLARs are triggered when creating or modifying a record that meets the conditions set on the Organisational Units and the entity. PLARs are also applicable on all Web API calls.
Check Group Collaboration Profiles and Community Collaboration Profiles for more information on how the Privacy Level is used to define access rights.
- Navigate to PLARs and explore existing entries via the Summary page.
- Click on the link (Name or Number) of the entry of your interest to enter the Data Entry page and see more detail.
- Use the Actions Menu to create a NEW PLAR, modify (EDIT) or DELETE an existing one.
- Use BACK to return to the Summary page and CANCEL to revert any unwanted changes made to the PLAR.
Check the Validations Table below for a list of available Actions and related validations when working with Privacy Level Assignment Rules. View the Attributes Table for a comprehensive description of the PLAR fields.
Validations
| Action | Validations |
|---|---|
| Create |
|
| Edit |
|
| Delete |
|
Attributes
An * indicates a field is mandatory.
Name | Description |
|---|---|
| Main Information | |
| Name* | The name of the Privacy Level Assignment Rule (PLAR). |
| State* | The state of the PLAR which can be 'Active' or 'Inactive'. |
| Description | A description of the PLAR. |
| Priority | Determines the order in which PLARS should be applied in case multiple are applicable. The selection box includes 5 Priority options (numbered '1' to '5') with '1' being the highest priority. Rules with no defined priority are considered to have the lowest priority. |
| Assignment Options* | A specific Privacy Level or the Privacy Level which is used by the master entity. Only one of the two can be specified in each PLAR. |
| Conditions | |
| Entity Conditions | The set of entity related conditions which include the following:
|
| Organisational Conditions | A set of the Organisational Units for which the PLAR is valid, and in which the Unit of the User creating or modifying a record must be included, for the PLAR to be triggered and applied. |
| Log Information | |
| Log Details | The standard set of Log Details information available in all entities. |
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