482.37.4 Types[//]

After selecting this menu option, an overview screen is displayed:

Options on the screen

New type code: Use this option to add a new type code. See section 482.37.4.1.

Modify type code: Select a line and then this option to view / modify the details of an existing code. See section 482.37.4.1.

Delete type code: Select a line and then this option to delete the selected code. The system will prompt for confirmation.

482.37.4.1 Add / modify codes[//]

After selecting the option New type code or Modify type code an input form will be displayed:

Fields on the screen

Type code: A unique code identifying the type.

Wording: A brief description of the code. This will appear in the Type column in AFO 434 as well as in the dropdown list for assigning priorities in AFO 434.

Description: Additional information about the code that will only appear here.

Priority: Select a default priority for the type from the dropdown list. This can be mdofied when assigning  the code in AFO 434.

Default due date (days): Enter a default due date for the type [the number of days that is defined as the period in which the incident should be closed].

Default due date event (days): Enter a default due date for an event attached to an incident of this type [the number of days that is defined as the period in which the event should be “closed” – the latter implies in fact that either the event is closed or a new (next) event is created].

In use: To denote whether the code is currently in use or not.

Notes

·                All properties, with the exception of the Type description, are mandatory.

·                Types that are not in use cannot be attributed to incidents.

·                To be able to work with the Contact incident management, at least one type that is in use must exist. If this is not the case, a message will appear in the management of contact incidents, pointing out that the system is not configured correctly.

482.37.5 Methods[//]

After selecting this menu option, an overview screen is displayed:

Options on the screen

New method code: Use this option to add a new method code. See section 482.37.5.1.

Modify method code: Select a line and then this option to view / modify the details of an existing code. See section 482.37.5.1.

Delete method code: Select a line and then this option to delete the selected code. The system will prompt for confirmation.

482.37.4.1 Add / modify codes[//]

After selecting the option New method code or Modify method code an input form will be displayed:

Fields on the screen

Contact method code: A unique code identifying the contact method.

Wording: A brief description of the code. This will appear in the Type column in AFO 434 as well as in the dropdown list for assigning types in AFO 434.

Description: Additional information about the code that will only appear here.

In use: To denote whether the code is currently in use or not.

Notes

·                Methods that are not in use cannot be attributed to incidents.

·                To be able to work with the Contact incident management, at least one method that is in use must exist. If this is not the case, a message will appear in the management of contact incidents, pointing out that the system is not configured correctly.

482.37.6 Triggers[//]

The following parameters are used by the trigger batch process. The trigger parameters are defined as rules. None, one or more rules can exist on a single system.

Each rule is defined for a combination of event type and receiver. The rule properties are linked to the type/receiver combination. These combinations define the scope of the rule and can have the following formats:

 

*

general rule

applies to all event types and all receivers

type/*

rule for a specific event type

applies to a specific event type but to all receivers

type/receiver

rule for the combination of a specific event type and a specific receiver

applies to the specific combination of an event type and a receiver

 

After selecting this menu option, an overview screen is displayed:

Options on the screen

New trigger code: Use this option to add a new trigger code. See section 482.37.6.1.

Modify trigger code: Select a line and then this option to view / modify the details of an existing code. See section 482.37.6.1.

Delete trigger code: Select a line and then this option to delete the selected code. The system will prompt for confirmation.

Execute triggers: Use this option to process the triggers. The system will swicth to the standard screen for executing processes.

482.37.4.1 Add / modify codes[//]

After selecting the option New trigger code or Modify trigger code an input form will be displayed:

Fields on the screen

Trigger code: A unique code identifying the trigger.

Scope: As described in the above table; the scope must be unique for the rule, i.e. the same scope can only be attached to a single rule, independent of the fact that the rule is or is not in use.

Report to: Select the required user name(s) from the list.

Report to incident owner: When this is checked the owner of the incident will be notified something needs to be done.

Report to next action owner: When this is checked the owner of the next action will be notified something needs to be done.

Timing: Trigger action timing [x1,x2,x3,…xm] [in which x[1:1:m] = -n:1:0:1:n].

Email: When this is checked the owners will be notified via email.

Description: Additional information about the code that will only appear here.

In use: To denote whether the code is currently in use or not.


·                     Document control - Change History

 

Version

Date

Change description

Author

1.0

June 2008

creation

 

1.1

August 2008

replaced some screen shots; new options for post code maintenance

 

2.0

October 2009

improved variosu explanantions; punctuation for borrower addresses; expiry date parameter; new menu options for Web service borrower address and Contact management
part of 2.0 updates

 

3.0

July 2010

new option for address changes for related borrowers; various clarifications; new fields for ILL
part of 2.0.06 updates