Related Topics:
	Problems

Establish the Team Area

The Establish the Team area of the Problem page allows you to define the elements that control how the problem is handled (e.g., define the team, set closure dates, specify priority, etc.). The appearance of this area will vary depending on whether you are creating a new problem or viewing an existing problem.

Note: The fields displayed in this page depend on the currently selected entity. They can be configured (including names and any options available for selection) by the system administrator. This topic discusses some fields in cases where the field's purpose and/or functionality may not be readily apparent.

• Audience Restriction provides a way to identify records that may need to be kept private in some way. If this field is enabled for the current entity, it will be displayed after the record has been created. The options in the drop-down list can be configured by the system administrator, and most are for informational purposes only. However, if you select the "Attorney/Client Privilege" option, the following conditions apply:

• • Only users assigned to the team for the record will be able to view it in any form. Before you save the record with this option selected, make sure you have added yourself and any other relevant users to the team.

  • The team must have at least one user assigned to the "Legal" team role. To be eligible for this role, the user's account must be assigned to the "Legal Expert" user category.

• Team Members provides a way to specify users who will be involved with the progress for a particular incident, problem or project (e.g., to receive notifications, etc.). If this field is enabled for the current entity, it will be displayed after the record is created. To set or change the members of the team, click the Assign/Remove icon, , to open the Assign Team Members utility. Note that the names displayed in this field are links that open the Send E-mail utility.

• Priority allows you to select the priority of the problem. The available priorities are set by the XFRACAS system administrator.

• Requested Closure Date and Expected Closure Date allow you to specify the date on which the problem is requested to be closed, and the date it is expected to be closed.

• Part Category Code displays the part category code (i.e., part number) associated with the problem, if any. Click the link to open the Part Category Codes utility, which allows you to choose or change the part category code.

• Depending on the settings chosen by the system administrator, the FRB Approved By area may also appear. This area may allow or require Failure Review Board approval in order to complete the Establish the Team step.