Boolean Preferences

CSI - Display CSI Wizard: If True, the Use CSI Wizard command will be available when users are creating new Customer Support records. The wizard prompts users to enter the data one step at a time, instead of all in a single form.

These preferences show/hide some of the fields in the Customer Support page. For information about how these fields are used, see Customer Support. To configure other fields for this record type, use the Details page.

CSI - Commission Date Required: If True, the commission date is required in the Customer Support page. If False, the shipment date becomes a required field and will be populated based on the system build date if left blank by the user.

CSI - Create Incident Link Transfers Hours from CSI: This applies when the user clicks the "Create Incident" link in the Customer Support page. If True, the time metric field(s) in the incident (e.g., System Hours) will be populated based on the latest info in the CSI. (See Time Metric Calculations.)

CSI - Display All Authorized Service Technicians: This applies if the "CSI - Display ASP Information" preference is enabled. If True, all service technicians will be displayed in the drop-down list, regardless of the company they are associated with. If False, only service technicians associated with the selected company will be displayed.

CSI - Show All Unit Contact Names: This applies if the "CSI - Display Contact" preference is enabled. If True, the Contact field will show all contacts available in the system. If False, the list will be filtered by unit owner.

CSI - Extended Warranty Purchase Anytime: This applies if the "CSI - Display Warranty Section" preference is enabled. If False, the purchase date for the extended warranty must be within the date range of the initial warranty. (See Warranty Information Area).

Incident - Display Incident Wizard: If True, the Use Incident Wizard command will be available for new Incident records. The wizard prompts users to enter the data one step at a time, instead of all in a single form.

These preferences show/hide some of the fields in the Incidents page. For information about how these fields are used, see Incidents. To configure other fields for this record type, use the Details page.

These preferences specify whether e-mails are sent to the incident owner and/or team whenever an incident is closed:

Incident - Assign Creator as Owner: If True, the user who creates the incident will be assigned as the owner of the incident. If False, the incident owner depends upon the responsible part or the choice in the Owner field.

Incident - Display System Status: If True, the System Status field will show in part incidents, for information purposes only. This field is always hidden for simple incidents and always shown for serialized incidents. When applicable, the summary area of the Customer Support page displays the current status for a particular system based on all of the serialized incident reports for that unit.

These preferences specify whether to display calculated metrics in the summary for a serialized incident.

Incident - Auto-populate Time Metric 1: If True, the primary time/usage metric field (e.g., hours. miles, kilometers, cycles, etc.) will be populated automatically in a serialized incident when the required inputs are available. (See Time Metric Calculations.)

These preferences specify whether to track additional time or usage metrics (e.g., hours, miles, kilometers, cycles, etc.) in the Customer Support page and Incident page for serialized incidents and part incidents. By default, these three metrics are labeled "System Hours," "Number of Starts" and "kW Run Hours" but you can use the Resource Editor to customize the labels to fit your specific needs.

These preferences specify whether to automatically calculate the value of one time/usage metric based on the value entered for another. The behavior also depends on the "Display Time Metric" and "Time Metric Formula" preferences. (See Time Metric Calculations.)

Incident - Use Tree to Select Responsible Part: If True, the "Responsible Part" field in the Incident page will allow users to select one or multiple parts from a tree view of all system templates. If False, users can select only one part from a drop-down list. When the tree is used, you can also specify:

Incident - Defaults: These preferences apply when the entity has only one system template defined. If True, then XFRACAS will automatically set relevant part fields when creating a new incident.

These preferences specify whether XFRACAS will automatically set date fields in the incident based on today's date.

Incident - Require Date Field Validation: If True, the date in any date field on the Incident page cannot be less than the incident's creation date.

Incident/Problem - Display Audience Restriction and Incident/Problem - Require Legal Team Member: If both of these preferences are True, the Audience Restriction field will be displayed in the Incident page and Problem page after the record is created, and if the "Attorney/Client Privilege" option is selected for a particular incident or problem, then:

Incident - Display Customer Requested Feedback: If True, the "Customer Requested Feedback" check box is displayed in the Incident page and the "Report Sent to Customer" check box is displayed on the Failure Analysis page.

Incident - Closure: These preferences specify the conditions that must be met to close an incident. Select all that apply.

When an incident is closed, it no longer appears in the XFRACAS Portal under "Unclosed Incidents." Only users with the "Incident - Open a Closed Incident" or "Incident - Edit All Incidents" permissions can reopen a closed incident.

Incident - Disable Edit of Closed Incidents: If True, closed incidents will be read-only and can only be edited by users with either the "Incident - Open a Closed Incident" or "Incident - Edit All Incidents" permissions.

Allow Cross Entity Association: These preferences apply when assigning an incident to a problem or assigning a problem to a project. They also apply when creating an attachment to an XFRACAS record. If True, records from all entities that the user has access to will be available. If False, only records from the current entity will be available.

Incident - Create Problem Link: These preferences apply when the user clicks the "Create Problem" link in the Incident page.

These preferences show/hide some of the fields in the Problem page. For information about how these fields are used, see Problems. To configure other fields for this record type, use the Details page.

These preferences show/hide some of the fields in the Associated Incident Reports section on the Problem page.

Problem - Show Steps: These preferences specify which of the optional steps will be displayed on the Problem page in addition to the four steps that are always displayed: Establish the Team, Describe the Problem, Choose and Verify Permanent Corrective Actions and Prevent Recurrence.

Problem - Always Show All Problem Steps: If True, after a user has entered the first step and created a new problem, the page will show all of the subsequent steps that need to be performed. If False, each subsequent step will be displayed only after the previous step is completed and saved.

Problem - Completed Date Warning: If True, entering a problem completed date that is in the future will show a warning.

Problem - Enable Created Date Restriction: If True, the problem's creation date must be earlier than the completion/sign-off date for any step in the problem.

Problem - FRB Sign-Off Restriction: This applies only if the "Problem – FRB Sign-Off Restriction" preference is True. If True, the review request e-mail will be sent only to the next FRB reviewer based on priority order. If False, the e-mail will be sent to all reviewers on the Failure Review Board (FRB) reviewers list for the current step.

Problem - FRB Sign-Off CC Restriction: If True, the priority order of FRB reviewers will be enforced. Once the first reviewer signs off on the problem step, the second reviewer can then review the step. Reviewers cannot sign off out of order.

These preferences specify the conditions that must be met before a problem step or problem can be closed. Select all that apply.

When a problem is closed, it no longer appears in the XFRACAS Portal under "Open Problems." Only users with the "Problem - Open a Closed Problem" or "Problem - Edit All Problems" permissions can reopen a closed problem.

These preferences show/hide some of the fields in the Project page. For information about how these fields are used, see Projects. To configure other fields for this record type, use the Details page.

These preferences specify the conditions that must be met before a project can be closed. Select all that apply.

When a project is closed, it no longer appears in the XFRACAS Portal under "My Projects." Only users with the "Project - Open a Closed Project" or "Project - Edit All Projects" permissions can reopen a closed project.

These preferences specify whether e-mails will be sent to the incident owner when a new incident is created, or when an existing incident is assigned to a new owner.

These preferences specify whether e-mails will be sent to the problem owner when a new problem is created and the problem owner is not the same as the problem creator, or when a problem is assigned to a new owner.

These preferences specify whether the Status utilities in each record type will include the E-mail Notify option.

If e-mail notifications are enabled for new/modified statuses, these preferences specify which check boxes will be selected by default.

These preferences specify whether e-mails will be sent to the action owner when an action is created.

E-mail - Action Associated Owner on Creation: If True, e-mails will be sent to the owner of the parent record when an action is created. For example, creating an action associated with an incident will cause an e-mail to be sent to the incident owner.

E-mail - Action Owner on Update: If True, and if the action creation preference (e.g., E-Mail - Incident Action Creation) is also True, e-mails will be sent to the action owner to notify them of changes in the owner, description, date or status.

These preferences specify whether e-mails will be sent to the action owner when the due date is approaching or the action is past due. (See E-mails Based on Calendar Date.)

These preferences specify whether the incident or problem owner will receive a copy of action e-mails based on due date.

E-mail - Send Action Due Notify Once: If True, e-mails will be sent only once when actions approach their due dates. If False, e-mails may also be sent at regular intervals when an action is past due. (See E-mails Based on Calendar Date.)

E-mail - Group Action Due Date: If True, only one e-mail will be sent for all of a user's actions approaching their due dates. If False, an individual e-mail will be sent for each action.

These preferences specify whether e-mails will be sent to the action owner when an action associated with that record has been closed.

These preferences specify when e-mails will be sent to members of the FRB in a problem.

E-mail - Group Problem FRB Not Signed Off: If True, only one e-mail will be sent for all of the problems for which a user is an FRB reviewer as a reminder that they need to sign off on a problem. If False, an individual e-mail will be sent for each problem.

E-mail - BCC Administrator on XFRACAS Data Sent: If True, the e-mail address specified in the "Administrator E-mail" preference will receive a copy of every e-mail sent that includes data from a CSI, incident, failure analysis, problem or project record (i.e., every e-mail where the printer-friendly view is included). This is a way of tracing that data from a security standpoint (such as an organization that has ITAR-related data).

E-mail - FA SAP Work Order Request: If True, e-mails will be sent when a failure analysis report requests an SAP work order (or a similar record from another enterprise resource planning system).

E-mail - Incident Customer Requested Feedback: If True, e-mails will be sent when the Customer Requested Feedback option is enabled on the Incident page and the Report Sent to Customer option is disabled on the Failure Analysis page. The recipient is defined in the "E-mail - Customer Requested Feedback Notify To" e-mail preference.

E-mail - RMA Received to Problem Owner: If True, e-mails will be sent to the problem owner when a Return Materials Authorization (RMA) value is entered for a repaired/replaced part in an incident that has been assigned to a problem. The RMA may be entered on either the Incident page or the Failure Analysis page.

Reports - Allow Send via E-mail: If True, the E-mail button will be available in the Reports page.

Reports - BCC Administrator on Data Sent via E-mail: If True, the e-mail address specified in the "Administrator E-mail" preference will receive a copy when report results are sent via e-mail.

Reports - Display Qualifiers: If True, the "Results based on the following qualifiers" area will be displayed in report results.

Reports - Include End Date Matches: If True, the end date set in a report is included in the results. For example, with a setting of True, a report of dates between Jan. 1, 2017 and Jan. 2, 2017 would include results for date matches from the entire days of Jan. 1, 2017 and Jan. 2, 2017. With a setting of False, the report would only include results from the entire day of Jan. 1, 2017. This applies if the "XFRACAS - Display Time with Date Fields" preference is set to False.

Action - Allow Setting Due Date Before Current Date: If True, users can enter an action date that is earlier than the creation date. This allows you to enter historical information that did not get entered when the action was actually performed.

These settings apply when using the Synthesis Data Warehouse in Weibull++ to extract data sets for life data analysis.

Lists - Autosize List Height: If True, the area used to display lists in the Lists page varies in height depending on the number of items in the list. If False, a scroll bar will be used to scroll through the list. Note that there is a maximum height of 300 pixels for any list, even when this preference is set to True.

Manage User - E-mail/Login Auto Build: If True, the user login and e-mail address fields will automatically be assigned in the Users page based on the user’s first and last names and the "Manage User - E-mail Suffix used for Auto Build" e-mail preference.

These preferences apply to the "data tree" on the Template page and the Serialized page. They also apply to the Responsible Part in incidents (when it is used as a tree) and for the Part Category Code in problems.

XFRACAS - Autopopulate Associated Record Dialog: This applies to all Assign/Find windows (e.g., when assigning an incident to a problem). If True, all records will be displayed when the window opens. If False, only currently assigned records will be displayed upon open and users can click Filter to see all records.

XFRACAS - Display Debug IDs: If True, the resource IDs will be shown in square brackets beside the name for all fields. You can use this in conjunction with the Resource Editor to customize text labels displayed in the website. In addition, the Detail Type IDs will be shown in square brackets on the Details page.

XFRACAS - Display Employee ID With User Name: If True, the employee ID will be displayed along with the user name in locations where a user is being selected (e.g., the Assign Team Members utility, drop-down lists, etc.).

XFRACAS - Display Last Updated Timestamp: If True, information on the last update of the record will be displayed in the summary area for incidents, problems, projects, failure analysis reports, CSIs and actions.

These preferences apply to all date/time input fields. Note that there are separate preferences for dates and times displayed as regular text (the "XFRACAS - Date Format - Long" and "XFRACAS - Date Format - Short" String preferences).

XFRACAS - Enable Header in Printed Records: If True, the print logo and full entity name will appear in the document header when records are printed using the Print Preview command on the Home tab. To change the logo, you can replace the logopfv.gif file stored in the Images folder on the web server (e.g., C:\inetpub\wwwroot\XFRACAS\Images\logopfv.gif).

XFRACAS - Sort Statuses by Descending Date: If True, the notes in the Status fields will be displayed in descending order based on creation date (i.e., the oldest note is listed first).

XFRACAS - Testing Mode: If True, a "watermark" that reads "TESTING" will be placed in the background of the pages to indicate that the "testing" version of the system is distinguished from the actual "live" system.

 

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