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FieldLogs

Creating a Non Applicability

During Task Execution, the user might encounter a Step that is not applicable in the current context. In such cases, the Step can be marked as Not Applicable and a reason can be provided.

This will enable the user to proceed with the rest of the Task without answering the Step.

Important

Unless a Non Applicability is associated with a Non Applicability Group, it cannot be used.

A Non Applicability must be associated with the userset for it to be available at runtime.

The Syncing Profile of the user is used to link the required Non Applicability Groups to the user. All the linked Non Applicability Groups are then available to the user at runtime.

To create a Non Applicability:

  1. On the main menu, go to Enterprise > Flagging & More > Non Applicability.

    NA_Menu.png

    The Non Applicability page opens. All the Non Applicability Groups created in the system are visible. To view Non Applicabilities that have not been assigned to any groups, click All Non Applicabilities as shown in the below screenshot to the right.

    NA-GroupsAlone.png
    NA-AllNA.png
  2. Click Create a Non Applicability / Group.

    NA-ClickNA.png

    The Non Applicability / Group dialog opens.

    NADialog.png
  3. Select Create a Non Applicability from the Create a dropdown list.

    NA-SelectNA.png

    The dialog pertaining to Non Applicability appears.

  4. Enter a Name for the Non Applicability. This is a mandatory field.

  5. [Optional] Enter a Description for the Non Applicability.

  6. [Optional] Enter a Custom ID.

    This allows a custom string to be associated with the Non Applicability. This is useful where the same Non Applicability might be referred to differently outside FieldLogs.

    Note that the Custom ID Information Already Exists is linked to the RedundantInfo Non-Applicability in the example below.

    NA-NameDescCustID.png

    Note

    Custom IDs should be unique across all Non Applicabilities.

  7. [Optional]Select an Icon and a Color for the Non Applicability.

    NA-IconColor.png
  8. Click Add a Severity Index to add a Severity Index to the Non Applicability.

    NA-ClickAddSeverityIndex.png

    The Severity Index dialog appears. Enter the details of the Severity Index related to this Non Applicability and click Confirm.

    NA-SeverityIndex.png

    The Severity Index is added to the Non Applicability as shown below.

    NA-SeverityIndexAdded.png
  9. Click Manage Attributes to add Attributes to the Non Applicability. These attributes appear on the Step at runtime.

    NA-ClickManageAttributes.png

    The Attributes dialog appears. Enter the Attribute details.

    1. Click Add Attribute.

    2. Enter Attribute Name.

      NA_add_attribute.png
    3. [Optional] Enter Attribute Label.

    4. [Optional] Click the + icon as shown below, to categorize the Attributes based on a Group.

      click_group_NA.png
    5. [Optional] Select an existing Group from the dropdown or create a new Group.

      new_group_na.png
    6. [Optional] Check Required as shown below to make an attribute mandatory.

      required_Attribute_na.png
    7. [Optional] Click the Delete icon as shown below to delete the Attribute.

      delete_attribute_na.png
    8. Click Confirm to save the Attributes added.

      Click_Confirm_attribute_NA.png

      The Attributes are saved.

  10. Click Add Reason Codes Groups.

    NA-ClickAddReasonCodeGroups.png

    The dialog to select existing Reason Code Groups appears. Select a Reason Code Group and click Confirm as shown.

    NA-SelectRCG.png
  11. Click Save.

    NA-ClickSave.png

    The Non Applicability is created as shown below.

    NA-Created.png

    Note

    If a Non Applicability is not associated with a Group, it is listed under All Non Applicabilities. They appear in a separate pane as seen above.

    Important

    After creating the Non Applicability, any of its Attributes can be deprecated, using the toggle button as shown in the image.

    deprecate_NA_new.png

To delete a Non Applicability, select the Non Applicability and click Delete as shown below.

Non_Applicability_Delet.png

Non Applicabilities that are part of a Non Applicability Group cannot be deleted. The Delete button appears disabled as shown below.

NA-DeleteNAinNAG.png

You can delete the Non Applicability after removing it from the Non Applicability Groups it is part of.

To create a Non Applicability Group:

  1. On the main menu, go to Enterprise > Flagging & More Non Applicability.

    NA_Menu.png

    The Non Applicability page opens.

    NA-GroupsAlone.png
  2. Click Create a Non Applicability / Group.

    NA-ClickNA.png
  3. The Non Applicability / Group dialog opens.

    NA-NAGroup.png
  4. Select Group from the Create a dropdown list.

    NA-SelectGroup.png

    The dialog pertaining to Non Applicability Group appears.

  5. Enter a Name for the Non Applicability Group. This is a mandatory field.

  6. [Optional] Enter Description.

  7. [Optional] Enter Custom ID. This ID associates the current Non Applicability Group in FieldLogs to a string that is used to refer to the same Non Applicability outside FieldLogs.

  8. Check Enabled. If this is not checked, the Non Applicability Group will not be visible at runtime.

  9. To add Non Applicabilities to add to this Non Applicability Group, click Add Non Applicabilities.

    NAG-AddNAs.png
  10. The list of available Non Applicabilities appears. Check the Non Applicabilities to add to the group and click Confirm.

    NAG-ConfirmNAs.png

    The selected Non Applicabilities are added.

    NAG-Created.png
  11. Click Create.

    NAG-ClickCreate.png

    The Non Applicability Group is created as seen below.

    NAG-GrpCreated.png

This Non Applicability Group should be associated with a Syncing Profile in order to be accessible at runtime. The added Non Applicability can then be used during runtime.

You can delete the Non Applicability Group by selecting it and clicking Delete as shown below.

NAG-delete.png

A confirmation message box appears. If the user clicks Delete, the Non Applicability Group is deleted.

NAG-Del-Confirm.png

Non Applicability At Runtime

During runtime, a user can choose to make a Step Non Applicable as shown below.

NARuntimeStep-ClickNA.png

The below example shows the added Non Applicability appearing on a Step at runtime.

NA-RuntimeStep2-added.png

Selecting a Non Applicability displays the details. The user can add a description.

NA-RuntimeEdit.png

A Step that is marked Non Applicable has a NA-tinyNA.png displayed on the Step as shown below.

NA-RuntimeOnStep.png

If the user validates a Step that is marked Non Applicable, the Step becomes Applicable again. A confirmation dialog appears to alert the user as seen below.

NA-_ValidateAfterNA.png

You can create Measurement Points to listen for Steps that have been marked Non Applicable.

NA-MP.png

Such Measurement Points can be set at the Step level and the Template level.

Steps that have a Signoff flow can be made Non Applicable.

There are two cases possible.

Case 1: A Step can be made Non Applicable after Signoff

In the following example, a Step has been validated and the Signoff is done on a Step.

NA-Signoff1.png

The Step has been Signed off as seen below.

NA-Signoff1Result.png

When the Step is made Non Applicable, the Signoff is removed. The option to Sign the flow and make the Step Applicable appears as highlighted.

NA-Signoff2.png
NA-SignoffAfterNA.png

Case 2: Signoff attempted on a Step that is Non Applicable

Signing the Flow of a Non Applicable Step will remove the Non Applicability. The Step will become Applicable again.

In the example, you can click Sign the Flow 1 & Make Applicable as shown below.

NA-SignFlowMakeApplicable.png

This prompts the user to Sign the Flow. A confirmation dialog also appears.

NA-AfterNASignoffdialog1.png
NA-AfterNASignoffConfirm.png

The Non Applicability is removed. The Signoff flow details are available on the Step.

NA-AfterSignOffNARemove.png