Related Topics:

Options Tab

Home Tab

The Home tab contains commands related to reporting utilities and creating records (i.e., incidents, problems, projects and customer support records). In addition, it contains commands specific to the current page (e.g., if you are working with an incident, it will contain commands for saving the incident, e-mailing the incident URL, etc.).

Portal

  XFRACAS opens the XFRACAS Portal page.

  SEP opens the Synthesis Enterprise Portal, if it has been implemented. (See http://www.reliasoft.com/synthesis/portal/index.htm for more information.)

View

  Reports opens the Reports page, which allows you to generate results for a variety of predefined reports. To configure your own reports, choose Options > Designers > Report Builder.

  Charts opens the Charts page, which allows you to generate results for a variety of predefined chart reports. To configure your own chart reports, choose Options > Designers > Report Builder.

  Dashboard opens the XFRACAS Dashboard page, which displays a predefined set of reports and charts. To configure your own Dashboard layout, choose Options > Designers > Dashboard Designer.

Create

  Incident opens the Incident page, which allows you to create an incident report.

  Problem opens the Problem page, which allows you to create a problem report to manage related incidents.

  Project opens the Project page, which allows you to create a project to manage related projects.

  Customer Support opens the CSI page, which allows you to create a Customer Support Information record to keep track of information for a particular serialized system unit.

The following groups appear only when you are working on the relevant pages.

Record Groups

When you are working with a record, the Home tab will contain a group of commands appropriate to the record type (i.e., an Incident, Problem, Project, CSI, Failure Analysis or Action group). The commands in this group will vary depending on whether you are creating a record or working with an existing record.

When you are creating a record, the following commands will appear.

  Create saves the new record once you have entered all required information. For incidents and CSIs, this command is available only when you are working with a single form, not when you are using the Wizard.

  Use Incident Wizard switches to the Incident Wizard to guide you through the steps of creating the incident report. This command is available depending on the settings chosen by the system administrator, and only when creating a new incident report.

  Use CSI Wizard switches to the CSI Wizard to guide you through the steps of creating the CSI record. This command is available depending on the settings chosen by the system administrator, and only when creating a new CSI record.

 or   Use Single Form switches to the single form view of the Incident page or the CSI page. This command is available only when creating a new incident report or CSI record.

When you are working with an existing record, the following commands will appear.

  Save saves the current record.

  Completed marks the current action as completed and saves it. This command is available only for actions.

  Reopen opens a currently closed record. This command is available for incidents, problems, projects and actions, depending upon your permissions.

  Print Preview allows you to view how the current record will appear on the printed page.

  Duplicate creates a copy of the current record. This command is available only for incidents and CSI records. Note that the copy is not automatically saved. You can make the desired changes to the new record and then choose Home > [Incident/CSI] > Create to save the new record.

  Export exports the current record to a new *.xml file.

  Create Linked Action opens the Create Action utility, allowing you to create a new action associated with the current action. This command is available only for action records.

  E-mail URL opens the Send E-mail utility, allowing you to send an e-mail message including the URL of the current record to selected system users. This command is available for all record types except actions.

  E-mail Team URL opens the Send E-mail utility, allowing you to send an e-mail message including the URL of the current record to selected system users, with the team members for the record preselected in the utility. This command is available for incidents, problems and projects that have team members specified.

  Copy URL displays the URL of the current record, allowing you to copy the URL to the Clipboard for use in other locations.

  Delete deletes the current record. This command is available for all record types, depending upon your permissions. There is no undo for delete.

Portal Link

  Save/Update saves changes to a new or existing link.

  Delete deletes the current link. There is no undo for delete.

Announcement

  Save/Update saves changes to a new or existing announcement.

  Delete deletes the current announcement. There is no undo for delete.

 

© 2006-2017. HBM Prenscia Inc. ALL RIGHTS RESERVED.