Working with Items Overview

Items are entities that are created based on item templates. Items are a traceable artifact of a potential issue (e.g. compliance, privacy, incidents, etc.). When an item is created, it can be traced through a specific workflow for review and approval.

In order to create an instance of an item of any type, a corresponding item template needs to first be created. Item templates specify all possible aspects of items, including:

• Their user interface (set of fields aimed at capturing data, as well as mutual arrangement of those fields and their properties);

• Permissions (access levels for different types of users which will interact with items of this type);

• Life cycle of the items, which will be created using this template.

All items that are created and based on the same item template will have identical user interfaces, permissions and associated life cycle stages that have been specified in the template. However, some users may see (or not see) some item components, depending on permissions and workflow rules set in the template.

An item in symplr is a specific object which is used to record data or represent actions that can be performed. Whether you need to record the information about an issue or create an action which has to be performed to resolve that issue, you need to create an item which would represent the issue or action.

Each item is an instance of a certain template. All properties of an item are completely defined by the template which was used to create that item. As an end user you are not permitted to create templates, but you can select a specific template among those available to you which will fit your needs in the most effective way.

This chapter describes how to:

1. Create an item based on a template you selected and how to tailor the item to meet specific needs that you have (those may include setting up item-specific permissions, reminders, links to external resources, etc.);

2. Work with the item throughout its life cycle.