Core TSIs : Transactions : Working with Transactions : Defining standard profiles
Defining standard profiles
To create a standard profile that can be used as a profile in a transaction plan.
Procedure
1. Go to Supporting data > Standard profiles.
2. On the action menu, click Add.
3. In the data section, complete the relevant fields.
4. Click Save.
You have now created a standard profile. You can proceed by adding categories (if required), aspects and ratings to the standard profile.
5. Go to the Categories selection level if you want to use categories.
6. Go to the Aspects selection level to add aspects to the standard profile.
7. Go to the Possible ratings selection level to add ratings to the aspects.