Data Governance Page

This page applies to data governors and data stewards. It describes what actions are available on the Data Governance page of Process HQ.

Overview

Data governors can use the Data Governance page to see all synced record types in the environment and assign data steward access for record types in production. Data stewards can use this page to see which record types they can use in a process and to understand each record type's relationships and fields.

To access this page, access Process HQ, then click Data Governance in the navigation bar.

Elements

The following image highlights the elements that make up this page:

#	Element	Actions Available
1	Navigation bar	View the Process HQ overview page. View the Process Insights page. View the Data Catalog page. Switch to another workspace, like Appian Designer. The workspaces you can access depend on your user role and other security settings. Change settings for your user profile.
2	Filter pane	Search for a record type. Filter record types by source type and source name (excluding service-backed record types). Search for record types assigned to a specific data steward. Filter record types by whether record events are configured. Filter record types by whether record types are available in the Data Catalog.
3	Record types list	View the synced record types in your environment. View the groups and users with data steward access to a record type. Assign or remove data steward access to record types. Select a record type to view its data structure, data stewards, and dependent items.

Manage data stewards

Data governors can use the Data Governance page to manage the data stewards assigned to a record type. To manage data stewards, select the checkbox next to the record type and click CONFIGURE SECURITY.

In the dialog, you'll see a list of all users and groups that are data stewards for the record type, and whether they were assigned from the record type object or from the Data Governance page.

From this list view, you can assign data stewards to the record type, or remove data stewards that were assigned from the Data Governance page.

Assign data stewards

Data governors can assign users as data stewards to a single record type or multiple record types. Data stewards then use record types to add processes.

To assign a user as a data steward to one or more record types, select the checkboxes next to the record types and click CONFIGURE SECURITY.

Remove data stewards

Data governors can only remove data stewards if they were assigned using Data Governance.

To remove a data steward from a record type:

1. Select the checkboxes next to the record type and click CONFIGURE SECURITY.
2. Click the X icon in the row with the user you want to remove.
3. Click SAVE.

View record type details

From the Data Governance page, data governors and data stewards can select a record type to see its data structure, the data stewards assigned to the record type, and processes that use the record type.

To view the record type details, click the name of the record type on the Data Governance page.

From the DATA STRUCTURE tab, data governors and data stewards can see the record type's fields and relationships:

From the SECURITY tab, data governors can see the data stewards assigned to the record type, test user access, add new data stewards, and remove data stewards:

From the DEPENDENTS tab, data governors and data stewards can see the processes that rely on the record type. If you have access to a process in the list, you can click the name of the process to view it.

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