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Managing Profiles

Within the Lifecycle application users can view profiles and profile types.

Viewing Profiles and Profile Types

To view profiles and profile types:

In the Dashboard Left Navigation:

  1. Select the Profiles link.

    The profiles screen, with several profile type tabs available. The Sub-Populations tab is selected.

    On this page users are presented with variety of options for viewing the profiles associated with a profile type.

    All the available profile types are displayed on the top of the page.

    Selecting a profile type link displays the associated profiles on the bottom of the page.

The total number of profiles the current user has access to is displayed next to the profile type header.

Users also can apply filters to limit the number of profiles that appear on the table. Refer to Filters to learn more about applying filters.

Within a profile, there may be workflows present that can be initiated by the current user. Workflows vary widely and are completely dependent on the actions defined by the Lifecycle Administrator.

To initiate the action, select the workflow button. Depending on the workflow, additional actions may be required.

Refer to workflows to learn more about the types of workflows.

Active tab

The Active tab is the default view of the specific profile type selected in the left navigation. This view lists the profiles associated with the selected profile type that are in an active status. Only items that the user has permission to will appear here.

Inactive tab

The Inactive tab lists the profiles associated with the selected profile type that have been marked inactive or terminated. Only items that the user has access to will appear here.

All tab

The All tab lists all profiles associated with the selected profile type, regardless of status, that the user has access to.

Users can also apply an additional layer of filtering, further refining the results by My Profiles or Show All.

My Profiles

The My Profiles tab lists the only the profiles the current user is responsible for managing. This occurs when the user is an owner or a contributor to a profile, or if a user role they have grants them those permissions.

Show All

The Show All tab lists the all the profiles the current user has access to whether they manage them or not. Only profiles that the user has access to will appear here.

Dashboard Search Functionality

Search results are limited to the Profiles that the user is permitted to view.

The Search Bar on the upper-left of the home page on the Dashboard enables a user to search for profiles by: ID, attributes, risk levels, status, and type.

The Search Engine identifies and returns items that correspond to keywords or characters specified and searches across existing profiles that the current user is permitted to view.

The Search Bar. A button on the right says, 'advanced'.

Selecting the advanced button directs users to the advanced search page, allowing users to refine the search criteria using filters. When multiple filters are added, each filter value is treated as an ‘AND’ condition. Advanced searches can be saved and once saved will appear on the saved searches tab.

To create a new advanced search, from the Dashboard:

  1. Select the advanced button in the search bar.

    Users land on the new search page and are presented with a default filter by profile type. Users can either modify this default filter or select the delete icon to remove the filter.

  2. Adding filters

    1. Select the + add filter button.

    2. Select the appropriate value from the Type dropdown to filter: Profile ID, Profile attribute, Profile risk level, Profile status and Profile type.

    3. Complete the related filter criteria for the Type selected. Various filtering selections are available based on the Type selected.

    4. Select Search.

    5. The search results will appear in the Results section.

  3. Saving Searches

    1. Select Save.

    2. In the dialogue box, enter a unique label for the search.

    3. Select Save.

Viewing Saved Advanced Searches

To view a previously saved search, from the Dashboard:

  1. Select the advanced search button.

  2. Select the saved searches tab. A list of previously saved advanced searches is displayed.