Business Rules, Role Permissions, and CMO Terminology
Here's everything that you need to learn about Business Rules, Role Permissions, and CMO Terminology!
This guide houses the Business Rules and their definitions, a Role Permission index, and a glossary of the Best Practice terminology. Select a guide below for additional detail.
- Business Rules
- Business Rules is an umbrella term used to describe the Business Settings and Business Fields permissions. Business Settings are used to alter the behavior of core modules within CMO to provide configurable solutions to meet unique client processes, while Business Fields are individual information fields that can be added or removed from core modules. The Business Rules module is where these fields and settings are turned on/off.
- Business Fields - Forms
- Business Fields - Actions
- Business Fields - Bulletin
- Business Fields - Documents
- Business Fields - Entity List and Entity Form
- Business Fields - Findings and Risks
- Business Fields - Forms
- Business Fields - General
- Business Fields - Logs
- Business Fields - Mouse Hover
- Business Fields - Obligations
- Business Fields - Org Unit
- Business Fields - Sources
- Business Fields - Users
- Business Rules Settings - Admin
- Business Rules Settings - Entities
- Business Rules Settings - Forms
- Business Rules Settings - Setup
- Business Rule Settings - Add Reference
- Business Rule Settings - Documents
- Business Rule Settings - Frequency Rates
- Business Rule Settings - Notifications
- Business Rule Settings - Org Units
- Business Rule Settings - Show Entity Type
- Business Rule Settings - Users
- CMO - How to set-up Custom E-mails
- How to set up Currencies Tab
- How to set-up various Reminders within CMO
- CMO Role Permissions
- This guide defines the Administrator Role Permissions found in the CMO Best Practice site.
- Action Role Permissions
- Bulletin Role Permissions
- Company Role Permissions
- Control Role Permissions
- Custom Fields Role Permissions
- Dashboard Role Permissions
- Display Tab Role Permissions
- Document Folder Role Permissions
- Document Role Permissions
- Entity Role Permissions
- Event Role Permissions
- Event Sampling Role Permissions
- Finding Role Permissions
- Form Role Permissions
- Frequency Rate Role Permissions
- General Role Permissions
- Logbook Role Permissions
- Module Role Permissions
- Obligation Role Permissions
- Org Unit Role Permissions
- Scheduled Action Role Permissions
- Source Role Permissions
- User Role Permissions
- Standard Terminology And Common Translations
- Synonyms for commonly used terms in CMO's Best Practice configuration.