icon to switch to Local view (if applicable).
Priority represents a records level of importance, a factor in driving workflow, and a searchable element for SmartSolve© records. When defining Priority in the system, you may also identify a Ranking Numeric Value, so that the SmartSolve© system can identify the Priority by a number rather than a name.
Rank allows ranges to be used when setting up your SmartSolve© Policies and/or Procedures (i.e., < or >).
Priorities are used in the following SmartSolve© solutions:
SmartSolve Solution |
Record Type |
|
SmartAuditTM |
Audit Record Priority can be attached the Note Type (Audit Finding) which is later attached to the Audit Exception to identify level of importance to resolve.
|
|
SmartCAPATM |
Exception Records Priority can be attached the Exception Record to identify level of importance to resolve. Issue Records Priority can be attached the Issue Record to identify level of importance to resolve.
|
|
SmartComplaintsTM |
Complaint Records Priority can be attached the Complaint Record to identify level of importance to resolve. Issue Records Priority can be attached the Issue Record to identify level of importance to resolve.
|
|
SmartDocTM |
Change Request and Change Order Priority can be attached the Change Records to identify level of importance to resolve.
|
|
SmartTrainTM |
The Priority is not used for SmartTrain.TM
|
The system comes with the following default Priorities which can be renamed or Deleted from the GLOBAL Organization:
· LOW
· MEDIUM
· HIGH
The following Rights must be assigned to a user to manage or view Priorities:
Rights |
Description |
|
XPR_MANAGE |
Allows administrator to add new object, modify existing object, or delete object.
|
|
XPR_VIEW |
Allows user to access object to view and select.
|
Please see Rights Group to assign Rights Groups to users.
· Global Priorities will be inherited by all Local Organizations.
· Local Priorities will only be viewed and used within that Local Organization.
1. From the SmartSolve© tabs select Admin > Setup. Select Priority from System Wide.
The Priority list displays.
2. Select Action > Add from the main menu (or right click).
3. Enter Code and Rank of the Priority.
4. Click the Save button.
The new Priority has now been added to the Priority list
Please see the Designer Guide if you wish to modify existing Priority field controls or add additional field controls
Priorities can be Edited, Deleted, and Deactivated. These options are available in the Priority object and can be managed by an administrator.
1. From the SmartSolve© tabs select Admin > Setup. Select Priority from System Wide.
The Priority list displays.
2. Select the icon to switch to Local view (if applicable).
3. Select the check box of the Priority to edit, then select Action > Edit from the main menu (or right click).
4. Edit any information for your Priority.
5. Click the Save button.
All changes should now be reflected in the Priority.
Priorities can only be deleted from SmartSolve© if the Priority is not currently attached to any SmartSolve© records.
1. From the SmartSolve© tabs select Admin > Setup. Select Priority from System Wide.
The Priority list displays.
2. Select the icon to switch to Local view (if applicable).
3. Select the check box of the Priority to delete, then select Action > Delete from the main menu (or right click).
4. Click the Save button.
The Priority has now been removed from the system.
Please see Managing Setup Deactivation to Deactivate a Priority.
