Specifying the status ratings for the run list module

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Revision as of 14:43, 22 September 2016 by Admin (talk | contribs) (Step-by-step description)
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REQUIREMENTS
Permission Operation Administrator and higher
Connectivity Online only

This document explains how to configure the rating scale for the run list extension. These configurations apply to all run lists included in the workflows of your operation and all location types.

Background

The run list status configuration (Fig. 1) allows you to specify the ratings you would like to use for your run lists. This configuration is part of your operation settings and apply to all of the run list steps included in any of your workflows.

When you first subscribe to the run list extension, you have a default list of ratings (Fig. 1):

  • Green
  • Yellow
  • Red
  • Not considered

Each of these ratings are associated with a keyboard shortcut for most efficiently rating locations during a workflow, a color and an icon for displaying the ratings within the workflow step, the workflow summary, the PDF print out and any location status reports.

With the exception of the 'Not considered' rating, it is possible to modify the default ratings and add additional ratings to create a scale that fits the needs of your operation.

Step-by-step description

1. Select 'Operation Settings' from the administration menu (cog wheel) in the top left corner of the screen.
2.
Fig. 1: Run list status configuration
Scroll down to the Run List Status Configuration section (Fig. 1).
3.
Fig. 2: Defining a location rating
To edit a rating:
  • Select the rating you would like to change by clicking on its row in the table.
  • Click on the ButtonEdit.png button above the top left corner of the user table. This will open a small popup window (Fig. 2).
  • Edit the information provided in the pop-up window.
  • Click on OK to commit your changes.

To add a new rating:

  • Click on the ButtonAdd.png button above the top left corner of the user table. This will open a small popup window (Fig. 2).
  • Enter the information requested in the pop-up window.
  • Click on OK to add the new rating to your list.

To delete a rating:

  • Select the rating you would like to delete by clicking on its row in the table.
  • Click on the ButtonDelete.png button above the top left corner of the user table. This remove the rating from your list.
ISSUE Attempting to delete a rating currently results in an error message and therefore is not possible.
Workaround: None available.
JIRA: -RR-231 (Dec.2, 2014)
4. The changes are immediately applied to your settings. You can move on to any other section of the application.

Related documents

Other operational settings

Run list extension

Functionality tested by

  • Nov. 8, 2014: Pascal Haegeli