This article contains:

1. Overview

2. Standard Objects

Object Name

Object name defined in the system.

Description

Name displayed for the object on the window. Changing the description will change the display text of the corresponding page.

Standard Object

Checkbox to denote if it's a standard object, and will be un-tickable if it's a standard object. 

Enable Sign Off

Each object can be given a sign off by setting up users to sign the phase off. These users will then have the permission assigned to them, and will be assigned under their Quick Update to sign off the object, Administrators can choose between Concurrent or Sequential signoff processes:

• Concurrent signoff, there are two further options:

  • At least one approval needed: If one user approves, the whole object is considered approved.

  • All approvals needed: All users must approve for the object to be considered signed off.

• Sequential signoff, approvals must occur in a defined order, with each approver acting only after the previous one has completed their approval.

By default, when ‘Enable Signoff’ is ticked, the system will automatically select the Concurrent option with At least one approval needed, but administrators can adjust these settings as needed.

Additionally, the Signoff Authority Field can be disabled through a new setting, ‘Disable Signoff Authority Field’, which prevents users from adding or editing values in the field.

Visible

Ticked if the workflow is made visible to users. If you no longer wish to use this object, this tick box can be unchecked to make it invisible.

Enable Submit Button

Tick this option to enable a submit button when within the respective object tab.

Enable Re-Submit Button

Tick this option to enable a Re-submit button when within the respective object tab.

Restrict Close Status Editability Until Action Completion

Tick this option to disable editing the Close object till all incident actions are completed.

• The ‘Close’ object will be disabled for editing until incident actions have been completed for all users and user roles (standard and custom) except the incident administrator/system administrator.

• The system administrator can select and modify user groups that are able to edit and view the ‘Close’ object upon completing all corrective actions. This will be available on two levels: for all individual and incidents levels.

• For ‘Close’ object to be opened for editing (to selected user groups), all of the individual incident actions for the incident, needs to have the ‘Action Status’ set as ‘Completed’ OR ‘Deferred’.

• The users will be notified that they are unable to edit the ‘Close’ object without completing relevant actions when they access the object.

  The setting to opt disabling editability of the ‘Close Object’ until action completion, will be available via the ‘Object' configurations area, accessed from Incident Settings > Object Configurations > Close.

• The tick box in the ‘Close’ object can be opted to disable the ‘Close’ object editability until all actions are completed. When the new tick box is ticked, the ‘Close’ object will not be editable until all incident actions are completed.

Restrict Incident Closure Until All Required Fields Are Entered

Tick this option to restrict closing the incident till all required fields are entered in the close object tab.

Enable Investigation Submission

Once the Enable Submit Button option is ticked, this option will be enabled and can be ticked to enable submitting investigation details.

• Once this option is ticked there are two mandatory Field Objects that needs to be created: Incident Investigation CompletedDate DateTimePicker, Investigation Status Name Type Dropdown.

• When the Submit button is clicked, the custom field object 'Investigation Status Name Type Dropdown' and standard 'Investigation Status' field object will be auto-populated with the value 'Completed'. And the field 'Incident Investigation CompletedDate DateTimePicker' will be populated with the date the Submit button was clicked.

With this button enabled, an investigation will be able to be completed then and there.

Show In My Quick Update

Will display sections of this object to display in the My Quick Update section for all users.

Show Notification Log

When emails are send related to the incident, you can enable this notification log to view all email notifications sent related to the object.

Enable Approval

If you require an approval in the workflow for an object, then enable this tick box for only ONE object. This will then configure this feature for all objects in that workflow. This feature is available in the Incident Object and Action Object.
See article Incident Approval Process for more details on the approval process.

However, for an Action Object, the enable approval configuration can be set separately, in addition to other workflows. In a future release, Camms will look into making this process more user-friendly. 

Workflow Element Type

Dropdown to denote which element the object belongs to. This includes all standard objects within the solution, with the ability to customise action, investigation, close, and resolution objects per workflow.