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Creating an object with validity

Prerequisites

 

Introduction

Once a validity is associated with a category or type, an object must be created. This record is essential, as the revalidation process is carried out through it.

For example, in order for a corporate team to perform a revalidation, it is paramount to have an object already created with configured validity. This object is the key element that makes the revalidation process possible.

 

Creating an object with validity

1. Access the File > Object menu.

2. Click on the toolbar button.

3. Select a category or type with configured validity and click on the button.

4. On the screen that will open, enter the general data of the object.

5. Fill in the validity-related fields below:

Validity definition

In this field, it is possible to define the validity in three ways:

1. By date: in this case, it will be necessary to fill in the Validity date field.

2. By deadline: if this option is selected, it is necessary to fill in the Validity field.

3. No validity: the document will not have an expiration date.

Validity

It shows the default time set in the validity configuration associated with the category or type of the object.

If it is defined in the validity configuration that the default time will be Fixed, the values of these fields cannot be edited.
If it is defined that it will be Variable, and the Default time field has not been filled in, enter time in days, months, or years, or the date until which the object will be considered valid. If this field has been filled in already, the value contained in it can be edited.

Validity date

It displays the date until which the document is valid, in accordance with the validity shown/defined in the Validity field that has been described. 

On the set date, a due date task will be generated so that the object can be revised/revalidated again.

Revalidation It displays the object's last revalidation date. For this reason, this field will only be filled in after this operation is performed on the object. Use the button located next to it to view the data of the performed revalidation.

6. Save the record to finish creating the object with validity.

 

Conclusion

With the record created, the next step is to revalidate the object.

The instructions in this article demonstrate, in broad terms, how an object with validity is created. However, each component has its own particular details, which may affect this process.


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