Catalogs

In technical terminology, catalogs represent collections of objects sharing purposes in your project context. They can be operationalized in the guise of menus/choicelists. Some are editable user side, while others are administrated by the system.

There now follows an exemplary representation of some types of catalogs provided by SOX.


Norm Catalogs

 


In this view you can find all the catalogs (norms) that are shipped with SOX. You can also copy those
catalogs and then edit them to suit your own demands. There are two folders in this view, "System"
and "Public".

System:

The system folder contains all the catalogs that are shipped with SOX. You cannot edit the catalogs
in the system folder.
Copying a catalog:

  1. Right-click on a catalog.

  2. Choose Copy. - Outcome: a copy of the catalog appears in the folder "Public".


Public:

Here you can find the copied catalogs. You can also create new catalogs by right-clicking inside the
public folder and choosing New. All users of the same repository can access the "Public" folder.
To edit a catalog, double-click on it, and the catalog editor will open:


Employee Catalog


In the employee catalog you can define team members. You can access the whole catalog of employees
across your projects. In the catalog you can assign team members to projects, add contact information
and, later on, you can assign those team members to tasks.

Opening the employee catalog:

Prerequisite: The Catalogs view is open.

 

  1. In the view "Catalogs", open System > Employee Catalogs > Employees.

  2. Double-click on Employees. - Outcome: the employee catalog is open.



To the left of the employee catalog editor you find the hierarchical structure of companies, departments
and employees [2].
At the top there is a filter field [3]. Type in text and it filters the list.
You find a bar of buttons [1]:
"Home" takes you back to the beginning of the list ("Employees"), after navigating down the hierarchy.
"Back" moves you back in the hierarchy (you have to select an entry first).
"Go into" moves you deeper into the structure.
"Collapse all" closes all the expanded levels.
"Show deactivated employees": Normally all the employees that are deactivated (=deleted) are not
shown in the list. This lets you see them again. They are shown in gray.
When you click on an employees name, information about this employee appears to the right [5]. You
can see and enter contact information for this employee, the full name and where the employee works.
You can also deactivate the employee if he / she no longer works for the project [6].
If you have an account with the rights to manage SOX user accounts, you can also edit SOX user
information [4] (optional).

--
Adding a new company:
Right-click on Employees and choose New > Company.
--
Adding a new department:
Right-click on a company and choose New > Department.
--
Adding a new employee:
Right-click on a company or a department and choose New > Employee.
--
You can edit the structure with drag and drop, e.g. you can move an employee to a different department
or another company.
--
Deleting / deactivating employees:
You can either click the checkbox "Deactivated" [6] or right-click on an employee and click Delete.