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06. Tables: Adding Senior Manager Functions to a user

Datasets within Corterum come in two formats- tables and forms. Tables are used in Corterum to capture information in a spreadsheet-like manner.

One of the most important tables you will create in Corterum is the one which is used to assign Senior Management Functions (SMF) to a user. The guide below uses adding (SMF) to a Person entity for illustration, but the mechanics of creating any table in Corterum are similar to this. To create a table you:

  1. Click Workbench and then click Entity Database.
  2. Click on the Person Entity that represents the staff member for whom you want to create a table dataset.
  3. Click on a dataset that is a table- for example the ‘Senior Management Functions’ dataset.
  4. Click the Plus symbol to the right of the dataset title.
  5. The table will appear.
  6. Navigate to the top left where it says ‘staff member’. Click the white dropdown box and then choose a user to assign the table to. Click above this where ‘Dataset Description’ is written and then describe the purpose of the table.
  7. Describe the table accurately (e.g. ‘John Smith’s Senior Management Functions’) because it may help you later.
  8. Fill in the rows of the table. In this example you need to select which Senior Management Function (SMF) you want to add, define whether it is already held or is being applied for, date when the relevant user held this SMF and declare when this user’s last fit & proper test was.
  9. You also need to toggle whether the SMF is a PRA controlled function.
  10. Tables have only one row when they are first created. To add more rows click ‘Add Row’ on the bottom right of the table.
  11. Click ‘Save’ in the bottom right of the table when you are satisfied with your inputs. Once you click the save button, you cannot delete any rows that were filled before you clicked the button, and they will be permanently part of your SM&CR audit trail.
  12. Click ‘Close’ in the bottom right corner once the table is complete and saved.

Editing tables

You cannot delete rows from table datasets after they have been saved. However, you can edit tables to alter their descriptions and to add rows and modify existing ones. Here is how you edit a table, again using the example of the ‘Senior Management Functions’ table:

  1. Click ‘Workbench’ and then click ‘Business Database’.
  2. Click on the Person Entity that represents the staff member for whom you want to amend a table dataset.
  3. Locate and click the dataset you want to edit- which in this case is the ‘Senior Management Functions’ one.
  4. Navigate to the first box directly underneath the dataset title. Click on the description of the table you want to edit. The table will pop up. When it does, click Edit in the bottom right corner.
  5. Make your changes and then click save, remembering that any new rows cannot be deleted once they are saved.
  6. Click Close in the bottom right and then you are done.

Linking a table to a form

Corterum allows you to link data within tabular datasets to form datasets so that you do not need to duplicate data unnecessarily. Here is how you do this, using the ‘Senior Management Functions’ dataset (a table) and the Statements of Responsibilities dataset (a form) as examples:

  1. Click Workbench and then click Entity Database.
  2. Ensure People is selected from the Entities dropdown menu and then click on the Person entity that represents the staff member whose datasets you want to link.
  3. Find and click on the form dataset that you want to link a table to, which in this case is ‘Statement of Responsibilities’.
  4. Click the ‘Plus’ sign to the right of the form dataset’s title.
  5. Find a field which a table can be linked to. These are denoted by Link Table buttons located underneath the field title. For example, the ‘Senior Management Functions’ field is one of these.
  6. Click the Link Table button.
  7. Click Existing if you have already created the table you want to link.
  8. Then click on the description of the table you want to link and press Confirm to link it.
  9. If you have not yet created the table you want to link, click New and then Confirm to create the new table.
  10. If you are linking an existing table, it will be linked to your form dataset once you click Confirm.
  11. If you are creating a new table, it will be linked when you click Save.
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