Object Management

 

Object Management selections enable authorized users (System Administrator or Business Unit Administrator)  to manage a variety of items, such as users, templates, loss cost adjustment factors, and cloud burst policies.

Users can open the Object Manager from the Administration Console or from within a context, such as an analysis configuration pane, elsewhere in Touchstone. While authorized users can manage objects from either location, ordinary users can only view objects. For example, an ordinary user can view available loss modification templates from the Object Management window that opens when the user clicks next to the Loss Modification Factor field in the New Detailed Loss Analysis pane, but only authorized users can create or modify the templates. When you open the Object Manager from within a context, a button appears (whose label depends on the context) that returns you to the location you came from, such as the New Detailed Loss Analysis pane.

Object Handling

The Object Manager includes buttons and functions which are common to many of the object types; these are summarized in the table Touchstone Buttons.

When you select objects and then click Delete, the Object Manager displays warning prompts, including warnings when other objects are using the objects selected for deletion or when objects in use cannot be deleted. Import and Export are available only for loss analysis and loss modification templates.

You can display all objects regardless of type or creator, only the objects that you created, or default objects, and you can select from various sort options. In addition, the panel includes a pin icon that you can click to collapse the pane; clicking the collapsed pane restores it. In this panel you can select multiple objects using standard Windows multi-select techniques.

Create an Object

Most objects are created using the following steps.

1.      In the Administration Console select Object Management.

2.      In the list of objects, select an object.

3.      In the left pane, click Create .

4.      In the Name field, enter a name for the new object.

5.      Optionally, enter a description.

6.      Enter information for the object, such as defaults and rules. The information varies for each type of object.

7.      Click Save. (Unsaved objects are italicized in the list of objects.)

 

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Touchstone V3.0 Updated December 01, 2016