Creating people qualifications

To create a people qualification

1. Open the Entitlement Console, as explained in Creating-entitlement-rules.
2. Choose Entitlements > PED Management.
3. In the People Qualification for Entitlement form, select the status.
    The default setting is Enabled.
4. Enter a name for the people qualification.

5. Select one of the following options, and select or enter a value:

   Option	Value	Description
   Company	Company name	Entitles one specific company to view the SRD
   AR Username	Logon ID	Entitles one person to view the SRD. Click Add to open the People Search form. Select the appropriate user record, and click Select.
   Entitlement Group	Entitlement group description	Entitles one specific group to view the SRD. For more information, see Creating-entitlement-groups.
   Location	Region, site group, or site	Entitles a specific location to view the SRD, defined by any combination of region (North America), site group (Northern California), or site (Sunnyvale) Important Do not use special characters in the name of a site. For example, single quotes, double quotes, and so on.
   Advanced Qualification	Qualification string	Enables you to define an advanced entitlement qualification. When you select this option, the Advanced Qualification Builder appears. Select field names by clicking either Fields From or Fields From Current Form, and selecting from the list. Select a qualifier, add values in the Qualification field, and then click Select. Important:  The advanced qualification applies to entries in the CTM:People form. If you use the Advanced Qualification Builder to create an advanced qualification in the People Qualification for Entitlement form, do not use any of the keywords from the Keywords list. The keywords in this list do not apply to data in the the CTM:People form.  After you create the qualification and users log in, the entitlement cache is populated. If records in the CTM:People form are modified at this point, users might not see changes to the SRDs to which they are entitled. To correct this issue, flush the entitlement cache as explained in Validating-user-entitlement-to-SRDs. Users will see changes the next time they open the Request Entry console.

6. Click Save.