Creating an Execution Profile
An Execution Profile allows you to apply rules on selected Steps of a Task at runtime.
Execution Profiles enable you to present the same Task differently to different members. When certain Steps of a Task need to be disabled or highlighted differently for certain groups of members, an Execution Profile can be applied at runtime. For example, a sign-off Step in an inspection Task may need to be disabled for all users except authorized personnel.
The Steps that need to be differentiated are tagged using Step Tags. The Execution Profile rules are applied to the tagged Steps.
During run time, the selected Steps can be changed in the following ways:
Hide the Step.
Change the background color of the Step.
Disable the Step.
Disable the Flag on the Step preventing further action on the Flag like modify and resolve.
Disable Uncheck prevents unchecking a Step of type Check.
Execution Profiles are defined at the Enterprise level. It can be applied to all the members of the Enterprise.
Note
An Execution Profile must be associated with a user set in order to be active. This association is done using a syncing profile.
Creating a new Execution Profile
To create an Execution Profile:
On the main menu, go to Enterprise > Data > Execution Profiles.
The page opens. All the Execution Profiles currently defined in the system are listed.
Click .
A new Execution Profile is added to the list as highlighted below. Options to define the Execution Profile appear.
Enter a name and a description for the Execution Profile.
Check the Enabled by default option to enable the Execution Profile on the user sets that are associated with this Execution Profile. This association is defined in a Syncing Profile.
Note
Switching on the Lock value toggle prevents the user from disabling the Execution Profile at runtime.
The Lock value toggle is active only when the Enable by default option is checked.
Tip
If a member has several Execution Profiles enabled by default, the Execution Profile at the top of the list takes priority over the others. All the effects are applied.
Click .
Options to customize the rule appear as seen below.
Select the desired Rule Type.
Based on your choice, different options appear to customize the rule.
The different Rule Types are discussed in detail below.
Note
You can add several rules to an execution profile.
Once your Execution Profile is defined, you can associate it to a User Set in a Syncing Profile.
To create a Rule of Type Hide Step:
Select Hide Step from the Type dropdown list.
[Optional] Enter a Name for the Rule.
Add one or more tags that are used to identify the Steps to which this rule needs to be applied.
The list of Tags added appear below the Rule Type as highlighted in yellow above.
Check/Uncheck the Keep showing recently updated Steps checkbox.
This allows an exception to the Rule. Checking this option overrides the rule for a recently updated Step. The step is displayed at runtime despite the Rule.
Note
By default, Keep showing recently updated Steps is checked.
Check/Uncheck the Keep showing answered Steps checkbox.
This allows an exception to the Rule. Checking this option overrides the rule for a Step that has been answered by someone else acting on the same Task. The step is displayed at runtime despite the Rule.
Note
By default, the Keep showing answered Steps option is checked.
Click Save.
A Rule of type Hide Step has been created.
To create a Rule of type Background Color Step:
Select Background Color Step from the Type dropdown list.
[Optional] Enter a Name for the Rule.
Add one or more Tags that are used to identify the Steps to which this Rule needs to be applied.
The list of Tags added appear below the Rule Type as highlighted in yellow above.
Select the desired background color for the Step from the color palette.
Click Save.
A Rule of type Background Color Step has been created.
To create a Rule of type Disable Step:
Select Disable Step from the Type dropdown list.
[Optional] Enter a Name for the Rule.
Add one or more tags that are used to identify the Steps to which this rule needs to be applied.
The list of Tags added appear below the Rule Type as highlighted in yellow above.
Enter a value for the Flag Severity. If a Flag of this severity value is raised, this Step will be disabled at runtime.
In the above example, Steps with a tag SignOffStep will be disabled if a Flag of severity 3.
Click Save.
A Rule of type Disable Step has been created.
When a Flag of the specified severity is raised on the Task, this rule will block the Flag from being modified or resolved.
To create a Rule of type Disable Flag Step:
Select Disable Flag from the Type dropdown list.
[Optional] Enter a Name for the Rule.
Add one or more tags that are used to identify the Steps to which this rule needs to be applied.
The list of Tags added appear below the Rule Type as highlighted in yellow above.
Enter a value for the Flag Severity.When a flag of this severity is raised on the Step, this disables any further action on the Flag.
Click Save.
A Rule of type Disable Flag has been created.
To create a Rule of Type Disable Uncheck:
Select Disable Uncheck from the Type dropdown list.
[Optional] Enter a Name for the Rule.
Click .
A Rule of type Disable Uncheck has been created.