# Directive management

# Directive Catalogs

Directive catalogs are used to manage lists of directives, which you can use as an applied document when entering risk reduction measures. Using the integrated Document Manager, you can also attach PDF documents for the directive and thus have direct access to the directive at various points in the application.

# Create catalog

Secutify already comes with directive catalogs that are managed by the system. You can create separate catalogs for your company to manage individual directive listings.

1. Go to the main menu, section Catalogs, menu item Directives.
2. Click on Create catalog in the list view catalogs to open the Create dialog.
3. Give the catalog an ID and a meaningful name. Select the language for which the catalog is to be used.
4. (Optional) fill in the fields Creator and Description.
5. Click on and create the new catalog
6. The catalog view is opened. Via the Back navigation in the header bar you can return to the list view catalogs.

# Edit Catalog

1. Go to the main menu, section Catalogs, menu item Directives.
2. Select the corresponding catalog in the list view and click on Open .
3. Click Edit in the catalog data section. The Edit flyout opens.
4. Make the appropriate changes.
5. Accept the changes with Save to return to the standard view.

# Hide/show catalog

When a catalog is hidden, its entries are no longer displayed in the selection lists. This allows you to conveniently deactivate catalogs temporarily, for example, if you use them to maintain customer-specific listings.

1. Go to the main menu section CATALOGUES and select Directives.
2. Select the corresponding catalog in the list view
3. click the Change Status button to set the catalog as active/inactive.
4. The status indicator for the visibility of the catalog changes between
   active _inactive

# Delete catalog

1. Go to the main menu, section Catalogs, menu item Directives.
2. Select the corresponding catalog in the list view
3. Click the delete button
   3.2 Confirm the security question "Do you want to delete the data irrevocably?" with Delete.

# Directive Entries

# Add directive

1. Go to the main menu, section Catalogs, menu item Directives.
2. Select the corresponding catalog in the list view and click on Open .
3. In the section Directives click on Add Directive .
4. enter the document number of the guideline in the reference field
5. Enter the title of the directive in the Title field
6. (Optional) Enter the issue date of the directive in the issue date field
7. (Optional) Enter directive notes in the Remark field.
8. Use the Status selector switch to deactivate individual entries in the catalog. This means that these entries will no longer be displayed in selection lists.
9. Accept the changes with Save to return to the standard view.

# Edit directive

1. Go to the main menu, section Catalogs, menu item Directives.
2. Select the corresponding catalog in the list view and click on Open .
3. Select the respective directive in the section Directives and click on Edit .
4. Make the appropriate changes.
5. Accept the changes with Save to return to the default view.

# Delete directive

1. Go to the main menu, section Catalogs, menu item Directives.
2. Select the corresponding catalog in the list view and click on Open .
3. Select the respective directive in the section Directives and click on delete
   . 3.1 Confirm the security question "Do you want to delete the data irrevocably?" with Delete.

# Document Manager

You have the possibility to store documents for catalog entries. For example, you can store the directive or the guide to the application of the directive as a PDF file. You can access the assigned PDF documents directly at various locations in the application. This means that you always have important information directly at hand.

# Save directive document

1. Go to the main menu, section Catalogs, menu item Directives.

2. Select the corresponding catalog in the list view and click on Open .

3. Select the appropriate directive in the Policies section and click on Manage Documents .

4. The flyout file manager opens. Here you can add files, images or shortcuts. 4.2 Click on Add, select in the Edit flyout Select file , select the desired file in the file dialog and add it with Open. 4.2 You can adapt the name and assign a description. 4.3 Click on Save to accept the data.

5. Close the document manager in the upper right-hand corner with close .

6. The directive now displays the icon documents . Move the mouse pointer over the icon to display the pop-up with the links to the assigned documents. Click on a document link to open the attached PDF document.

To change, delete or add another document, open the document manager via the button Manage Documents . Proceed as described above.