Exception Type

Introduction

Exception records capture various quality Exceptions across a few of the SmartSolve© applications.  For each Exception Type a Numbering Scheme can be attached.  Also, additional Exception Types can be created for any of the applications below using the SmartSolve© Forms Designer.  See Forms Designer.

Exception Types are used in the following SmartSolve© solutions:

Default Exception Types cannot be renamed or Deleted from the GLOBAL Organization.

User Rights

The following rights must be assigned to a user to manage or view Exception Types:

See Rights Group to assign Rights Groups to users.

Global vs. Local

Global Exception Types will be inherited by all Local Organizations; unless a new Exception Type is created at the Local Organization which can then replace the Global Exception Type and only be unique to that Local Organization.

How to Create New Exception Types

1.     From the Portal Page, click Smart Solutions tab > Admin and Report > Setup. Under System Wide, select Exception Type.

The Exception Type list displays.

2.     Select Action > Add from the main menu.

3.     Select the Base Exception Type.

4.     Enter the Name of your Exception Type.

5.     Use the same name as in GLOBAL if you are replacing GLOBAL Exception Type at Local Organization.

6.     Select the Numbering Scheme to be applied to the Exception Type.

See How to Create Numbering Schemes.

7.     Click the Save button.

The new Exception Type is now displayed.

Managing Exception Type Data

The following options are available within Exception Type objects and can be managed accordingly by an administrator:

·        Only Local Exception Types can be Edited and Deleted. These options are in the Exception type object and can be managed by an administrator.

·  Each Default Exception Type can have a unique Numbering Scheme applied to it by each Local Organization.

How to Edit Exception Types

1.     From the Portal Page, click Smart Solutions tab > Admin and Report > Setup. Under System Wide, select Exception Type.

The Exception Type list displays.

2.     Select the   icon to switch to Local view (if applicable).

3.     Select the check box of the Exception Type to edit, then select Action > Edit from the main menu.

4.     Edit any information for your Exception Type.

5.     Click the Save button.

All changes are now reflected in the Exception Type.

How to Delete Exception Types

Exception Types can be deleted from SmartSolve© at anytime (even if the Exception Type has been used in an Exception that has since been created and Saved in the system.

1.     From the Portal Page, click Smart Solutions tab > Admin and Report > Setup. Under System Wide, select Exception Type.

The Exception Type list displays.

2.     Select the   icon to switch to Local view (if applicable).

3.     Select the check box of the Exception Type to delete, then select Action > Delete from the main menu.

4.     Click the Save button.

The Exception Type has now been removed from the system.

How to Attach Local Numbering Schemes to Default Exception Types

All Local Organizations will inherit the Numbering Scheme applied to an Exception Type created under the GLOBAL Organization; however, LOCAL Organizations can apply their own Numbering Scheme to each of these default Exception Types if used locally to prevent skipped numbers in their Exception Lists.

1.     Log into the LOCAL Organization

2.     From the Portal Page, click Smart Solutions tab > Admin and Report > Setup. Under System Wide, select Exception Type.

3.     Click Action > Add.

4.     Select the Base Exception Type to apply the new Numbering Scheme to.

5.     Enter the Exception Type Name (General, Process, Product, or Customer)

6.     Select the Numbering Scheme to use with this Exception Type

See How to Create Numbering Schemes.