Configuring a population type
Prerequisite
- Access to the Configuration > Population type (AU037) menu.
Introduction
SoftExpert Audit allows for creating types to classify the populations that will be used as sample in audit tests.
For example, it is possible to create a population type named "Food products", which will be used to classify products made by a food factory.
See how to create and configure types:
Creating a population type
1. Access the Configuration > Population type (AU037) menu.
2. Click on the 
button.
3. Enter an ID # and a name for the type.
4. Click on the 
button.
Additional information
• Fill in the Upper level type field if you wish to insert the population type that, in the hierarchy, is one level above the type being created.
• Check the Identification mask option so that, at the time of creating a population of this type, the ID #s of the records are generated automatically. Click here for more details on identification masks.
• After enabling the identification mask, check the Enable ID # change field so that, at the time of creating populations, it is possible to manually edit the ID #s generated by the system.
• The records associated in the Attribute tab are used to complement the information of populations of this type. For further details on what attributes are and how to associate them, refer to the What is an attribute? and Associating an attribute articles, respectively.
• The system allows only simplified revision for population types; refer to the How does revision work? article for more information about the revision processes available in the system.
• Access configurations, set in the Type security tab, use permission profiles; refer to the How does the permission profile work? article for more information.
Conclusion
All done! The type has been created and can now be used to add populations.