Building Security Lists Using Reference Tables

Administrators and Process Designers can create security lists manually or by using a reference table for each list.

To build a security list using a reference table, complete the following tasks:

• Create a spreadsheet file containing the security list information.
• Add the file to Accolade as a reference table.

See Building Security Lists Manually if you are an Administrator and prefer to build security lists manually.

Creating the Spreadsheet File

Each reference table can contain one security list. Accolade supports up to five security lists, with a maximum of 10 levels in each list.

Create a spreadsheet file titled SGM_SecurityList_<number> that includes a worksheet named SGM_RefTableSheet which contains the security list data and meets the requirements and specifications. Column headings are in the first row of the worksheet.

Important! The columns in the spreadsheet must be present and in the order listed for the security list to upload successfully.

Component	Requirements
ID	Enter a unique ID that identifies the item in the security list. IDs can include letters (English alphabet), numbers, and the underscore.
ParentID	Enter the ID number of this item's parent item. The parent is the item in the list hierarchy that this item appears to be contained in. The top item in the security list, which is the root item of the list, must have an empty cell in this column. If you were to create a second item with an empty cell in the ParentID column, you would create two separate lists. For every value that exists in the Parent ID column, there must exist an item that has that value in its ID column.
Name	Enter this item's name as it should appear in the displayed list hierarchy. This is the item's label within Accolade.
Level	Enter an integer specifying this item's level in the list hierarchy. The level numbers specify the parent-child relationship in the hierarchy. There should be one item at the top level that is equivalent to the root level. This item should have level 1, and when this top level is selected, all levels are selected. Each level should only have one associated level name.
Level Name	Enter the name of the type of items that should be in this level. The level name is not displayed in the security hierarchy. It is used by the table owner who maintains the reference table as a reminder to enter consistent and appropriate items in each level.

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Adding the Reference Table to Accolade

After creating the worksheet with the security list information, save the file and add it to Accolade as a reference table.

Keep the following in mind when uploading the reference table to Accolade:

• Security list reference tables must have a System Name of SGM_SecurityList_<number> where <number> is 1 to 5. For example, "SGM_SecurityList_2", "SGM_SecurityList_3", and so on.
• The reference table display name is used as the list's name where the list is displayed within Accolade.

Enable automatic uploading to upload new versions automatically.

After a reference table is added to Accolade, its table owner can then upload later versions to maintain the contents of the table.

Notes:    If projects already exist and you change the access value to a value other than the default, after uploading the security list reference table, also run a project import for the existing projects, specifying the values to set in the Security List data columns for those projects.