Pre-requisites:

Role privilege as mentioned below, on the project in which the purpose of issues (POIs) are to be defined:

Below are the steps to define and manage the POIs within a project:

1. In the 'Projects' area, navigate to the project where the POIs need to be defined or managed.

2. Right-click on the required project and select 'Roles & Users' then select 'Purpose of Issues'.

Alternately, in the thumb view, do a mouse hover on the project thumbnail and click on the icon. A layered page opens. Click on 'Purpose of Issues'.

3. It shows the existing purpose of issues as defined in the project. To add a new purpose of issue, click the 'Add a new Purpose of Issue' button. A new blank record will appear.

4. Key in the new POI and its abbreviation if any. The abbreviation you enter for a POI can be used while uploading files in bulk using MS Excel or when using the auto fetch attributes role, as well as while setting configurable attributes (in Classic View) as applicable.

5. While creating a new purpose of issue, the system assigns default values in access i.e. default [no access], <<workspace administrator>>[admin], and <<creating user>>[admin].

6. You can change the access permission by clicking on roles, organization, or user name and selecting the appropriate option. The same feature can be used to change the access rights of roles / organizations / users in any existing group as well.

7. Users can be given the following access permissions:
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No Access - Selected individual users or users in the selected roles or organizations will be unable to access the corresponding POI.
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Access to Use - Attributes Change - Selected individual users or users in the selected roles or organizations will have access to the corresponding POI while editing the attributes of a document.
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Access to Use - Publish - Selected individual users or users in the selected roles or organizations will have access to the corresponding POI while publishing or linking the documents.
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Admin - Selected individual users or users in the selected roles or organizations will have admin access to the corresponding POI, and they can edit or assign access to other users as well as publish or link documents using the corresponding POI.
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8. Click on 'X' against any new POI record to discard it before saving. Once saved, you can only deactivate the records.

9. Click 'Save' to complete creating a new purpose of issue or complete editing of any existing group.

10. To deactivate a POI record, select the checkbox against that record in the deactivate column and click on 'Save'.