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Overview of standard Internal Audit to Retain field mappings
Who is this article for?IT Administrators configuring the Robot service.
App Manager access is required.
Where the application is configured to sync to Retain, we supply a default set of field mappings that can be edited via App Manager. This article shows these defaults for Retain v5.
Retain v7 may have other requirements. Please contact support at Retain International for more information.
1. Audits to Retain jobs
| Audits > Jobs | |
|
RetainID |
JOB_ID |
|
Name |
JOB_DESCR |
|
Ref |
JOB_REF |
|
Title |
JOB_TITLE |
|
Description |
JOB_DESCRIPTION |
|
ScopeNames |
JOB_SCOPENAMES |
|
Purpose |
JOB_PURPOSE |
|
StartMilestone.PlannedDate |
JOB_START |
|
EndMilestone.PlannedDate |
JOB_END |
|
StartMilestone.ActualDate |
JOB_ACTUALSTARTDATE |
|
EndMilestone.ActualDate |
JOB_ACTUALENDDATE |
|
PlannedEffort |
JOB_PLANNEDEFFORT |
|
ActualEffort |
JOB_ACTUALEFFORT |
|
Confidential |
JOB_CONFIDENTIAL_BIT |
|
ReportMilestone.ActualDate |
JOB_ACTUALREPORTDATE |
|
Conclusion |
JOB_CONCLUSION |
|
Client |
JOB_CLIENTNAME |
|
PlanState |
JOB_PLANSTATENAME |
|
AuditState |
JOB_AUDITSTATENAME |
|
Director |
JOB_DIRECTORNAME |
|
Manager |
JOB_MANAGERNAME |
|
Leader |
JOB_LEADERNAME |
|
Type |
JOB_TYPENAME |
|
Period |
JOB_PERIODNAME |
|
Rating |
JOB_RATINGNAME |
|
SignOffState |
JOB_SIGNOFFSTATENAME |
|
ReportMilestone.PlannedDate |
JOB_PLANNEDREPORTDATE |
|
OrgUnit1Names |
JOB_ORGUNIT1NAMES |
|
OrgUnit2Names |
JOB_ORGUNIT2NAMES |
|
OrgUnit3Names |
JOB_ORGUNIT3NAMES |
|
OrgUnit4Names |
JOB_ORGUNIT4NAMES |
|
EntityNames |
JOB_ENTITYNAMES |
|
ProcessArea1Names |
JOB_PROCESSAREA1NAMES |
|
ProcessArea2Names |
JOB_PROCESSAREA2NAMES |
|
ProcessArea3Names |
JOB_PROCESSAREA3NAMES |
|
ProcessArea4Names |
JOB_PROCESSAREA4NAMES |
|
ProcessNames |
JOB_PROCESSNAMES |
|
GUID |
JOB_TEXT1 |
|
AuditState.ID |
JOB_AUDITSTATEID |
|
DepartmentNames |
JOB_DEPARTMENTNAMES |
2. Staff to Retain resources
| Staff > Resources | |
|
RetainID |
RES_ID |
|
Name |
RES_DESCR |
|
|
RES_EMAIL |
|
Title |
RES_TITLE |
|
Forenames |
RES_FORENAMES |
|
Initials |
RES_INITIALS |
|
Surname |
RES_SURNAME |
|
Active |
RES_ACTIVE_BIT |
|
RoleNames |
RES_ROLENAMES |
|
DepartmentNames |
RES_DEPARTMENTNAMES |
|
Job |
RES_JOBNAME |
|
Type |
RES_TYPENAME |
|
GUID |
RES_TEXT1 |
|
StartDate |
RES_SDATE |
|
EndDate |
RES_EDATE |
|
RetainUserLogon |
RES_USRLOGON |
|
RetainUserRole.RetainID |
RES_USR_ID |
3. Clients to Retain clients
| Clients > Clients | |
|
RetainID |
CLT_ID |
|
Name |
CLT_DESCR |
|
Ref |
CLT_REF |
|
Title |
CLT_TITLE |
| Description | CLT_DESCRIPTION |
|
Active |
CLT_ACTIVE_BIT |
|
Industry |
CLT_INDUSTRYNAME |
|
Owner |
CLT_OWNERNAME |
|
GUID |
CLT_TEXT1 |