Table of Contents

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  1. Preface
  2. Getting Started Overview
  3. Part 1: Setting Up Business Glossary
  4. Part 2: Publishing Business Glossary Content
  5. Part 3: Viewing Assets
  6. Appendix A: Asset Linking
  7. Appendix B: Publishing Business Glossary Content using the Approval Workflow

Business Glossary Getting Started Guide

Business Glossary Getting Started Guide

Task 1: Creating a Category

Task 1: Creating a Category

Log in to the Analyst tool as a data steward to create a category.
  1. From the
    New
    menu, select
    Category
    .
    The
    Select Glossary
    dialog box opens.
  2. Select the Section 10Q Glossary from the list next to
    Select Glossary
    and click
    OK
    .
    The category panel opens in the
    Glossary
    workspace.
  3. Enter the following details:
    Property
    Action
    Name
    Specify
    Financial Statements
    as the name.
    Description
    Specify the description as follows:
    Records that outline the financial activities of a business, an individual or any other entity. Financial statements are meant to present the financial information of the entity in question as clearly and concisely as possible for both the entity and for readers. Financial statements for businesses usually include: income statements, balance sheet, statements of retained earnings and cash flows, as well as other possible statements
    .
    Location
    Select the glossary or category location where you want to create the
    Financial Statements
    category.
    Owner
    Click
    Browse
    and select BGOwner.
    Data Steward
    Click
    Browse
    and select BGSteward.
    Stakeholder
    Click
    Browse
    and select BGStakeholder.
  4. To complete the task, choose
    Save and Finish
    . The Analyst tool creates a draft asset and displays the asset in read-only mode.

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