Managing Lists

Use the Lists page to maintain the values for fields that require selection from predefined options (such as drop-down lists, trees and check box fields). Permissions required to access this page: Access Admin Tab and Manage Lists.

To open the page, choose Admin > Configure > Lists.

If your implementation has more than one entity, the lists can be configured separately for each, but the same list may be used in multiple entities. The drop-down list at the top of the page determines which entity's lists are currently displayed.

Some lists are defined in every XFRACAS implementation and you can configure them to meet your particular needs (see Standard Lists below). You can also create and manage custom lists that are used with certain types of configurable detail fields. Custom lists will have names like "Incident Detail - Field Name" or "Action Detail - Field Name" by default.

Editing List Properties

Each list has the following properties. The name will be the same in all entities where the list is used; the display and sort-by properties, as well as the list options, may differ in each entity.

Name - the label that displays on the bar in the Lists page. This may not correspond to the name of the user interface field(s) where the list is used.
Display - determines whether the list will display codes, descriptions or a combination of both. For example, you could configure the list of currency types to display "USD," "US Dollars," "USD: US Dollars" or "US Dollars: USD."

Note: Reports and charts display only the description, regardless of which setting you choose. (See Editing Option Properties.)

Sort By - determines whether the list will be sorted alphabetically or numerically, by code or description, in ascending or descending order. If you choose to sort numerically, make sure all options have a number in that field.

To save changes to the list's properties, click Save. To export the list's options to XML, click Export.

Adding, Editing or Deleting List Options

For each list, the table shows the options for the current entity. A check box in the last column indicates that the option will be selected by default for new records. A date in the last column indicates that the option is retired and will not be available to select for new records.

To add a new option, click Add, .
Tip: Some lists can have the options defined in more than one level (i.e., tree details). If an existing option is selected when you click Add, the new one will be added to the next level under that option. If an existing option is not selected, the new one will be added to the top level. After an option is created, you can edit its properties to change the "parent."
To edit an option, select it and click Edit, .
To delete or retire one or multiple options, select the option(s) and click Delete, . If an option has never been used, it will be deleted. If it has been used, it will be retired.

To add options that have been defined for this list in another entity, click More Issues. In the popup window, select another entity that has the same list. The left panel shows options that are not available in the current entity, if any. To add selected options to the current entity, move them into the center panel and then click Save.

Editing Option Properties

Each list option has the following properties:

Description - a text label that can be up to 200 characters.
Code - a number, or a shorter text label (e.g., abbreviation) that can be up to 40 characters.
Default - if selected, the option will be selected by default for new records.
Entities - shows the entities where the list is used. For the entities that are selected (highlighted with a gray background), this option will appear in the list in that entity.

When applicable, you may also be able to specify:

E-mail Address - applies for lists used by certain types of configurable detail fields. If your implementation is configured for e-mail notifications (see Preferences), the application can send an e-mail when the option is selected in a record.
Reciprocal - applies for the "Attachment - Record Association Type" list. It sets the options for the Relationship Type field in the Associated Files window. For example, if "Superseding" and "Superseded" are configured as reciprocal relationship types, users can create links between two XFRACAS records where one record is identified in the attachments table as "Superseding" and the other is identified as "Superseded."
Parent - applies when options can be defined in more than one level (e.g., tree details). As discussed above, the parent is set automatically when you add a new option. You can change the parent when editing the properties for an existing option.

Standard Lists

These lists are defined in every XFRACAS implementation:

Attachment – Record Association Type - sets the options for the Relationship Type field in the Associated Files window. (See Attachments.)
Audience Restriction - sets the options for the Audience Restriction field, which can be displayed in the Incident page and Problem page if the preference is enabled.
Company Sales Region - sets the options for the Sales Region field in the Companies page. (See Managing Companies.)
CSI Detail - Build Designation, Market Segment, Mode of Operation and Primary Application - sets the options for some "special detail fields" in the CSI page.
CSI Extended Warranty Terms - sets the options for the Terms field in the CSI page.
Currency Type - sets the options for detail fields with type = Currency.
FA ATP Test Result - sets the options for the Test Results fields in the ATP / Burn-in section of the Failure Analysis page.
FA Customer Return Type - sets the options for the Return Type field in the Failure Analysis page.
FA Status and FA Status Close - sets the options for the FA Status field in the Failure Analysis page. The selected option determines whether a record is open or closed.
Incident Category Chargeable / Non-Chargeable and Incident Failure Type Chargeable / Non-Chargeable - set the options in the Incident Category field in the Incident page and the Failure Type field in the Repair or Replace Parts utility. These determine how data are extracted for reliability analysis. (See Repairing or Replacing Parts.)
Incident Criticality - Cost, Criticality and Schedule - sets the options for criticality fields in the Incident page and/or the Problem page, if the preferences are enabled. (See Managing Criticality Fields.)
Incident Parts Disposition - sets the options for the Parts Disposition field in Repair or Replace Parts utility.
Incident Report Type - sets the options for the Report Type field in the Incident page.
Incident State and Incident State Closed - sets the options for the State field in the Incident page. The selected option determines whether a record is open or closed.
Incident System Status - sets the options for the System Status field in the Incident page for serialized incidents (and for part incidents if the preference is enabled).
Output Record Count - sets the options for the Records per Page field in the Output section of the Report Builder page. This determines the number of records displayed on each page of the report results.
Portal Link Groups - sets the options for the Groups field in the Links panel. (See Links Panel.)
Problem Criticality - Business Decision, Customer Rate, LT Rate and ST Rate - sets the options for criticality fields in the Problem page, if the preferences are enabled. (See Managing Criticality Fields.)
Problem Priority - sets the options for the Priority field in the Problem page.
Problem Status Closed - sets the options for the Set Close Status field that appears in the Problem page after the required number of steps have been completed.
Project Priority - sets the options for the Priority field in the Project page.
Reporting Organization - sets the options for the Reporting Organization field in the Users page.
Team Member Role - sets the options for the Team Role field in the Assign Members utility. This may be used in the Incident, Problem and Project pages (if the preferences are enabled) and in the User Groups page. (See Assign Team Members Utility.)

E-mail Link