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alignment_table_overview [2017/05/23 16:54] (current)
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|+||==== The Alignment Table ====|
|+||The alignment table (also known as the panel table) is the master list of all entities to be audited. For example in a retail store auditing program the alignment table would include all of the stores. The alignment table serves as the source of entities to be assigned to a particular audit. |
|+||Each workgroup area is limited to one master alignment table that can be shared across multiple audits. From time to time there may be a need to run an audit using a different set of entities than those that are included in the master alignment table. In that case, a project-based alignment table can be created and used. The only significant difference between using the master alignment table (workgroup level) vs a project-based alignment table is that the project-based table cannot be shared across multiple projects.|
|+||The base configuration of the alignment table includes a number of standard fields (name, company, email, telephone, language...) and fifty custom definable fields. The number of custom fields can be increased as required from time to time.|
|+||The alignment table is often used to facilitate rolling up individual records at multiple levels. For example a retail store application may have stores rolling up to branch, district, region, zone and chain.|