This page is shown in Figure 1 and shows all the information relating to the selected decision.
Figure 1 – Decision view page
The top header area allows you to edit, delete, or move the decision; or to add a new action, attachment or comment to this decision. You may also have permissions allowing you to export this decision to XML from this top header area.Some details of the decision are displayed in subsections just below the top header area, such as the decision’s location within Psoda, and it’s title, description and who agreed on this decision. In another subsection, you will be presented with information about the decision’s workflow information. From this workflow subsection you may be able to request or authorise a state transition. The rest of the page is made up of a number of tabs or sections (depending on your selected view):Actions
This tab shows an asset listing of all of the actions registered for this decision, as shown in Figure 2. By default, this table will present you with a number of details about the actions such as it’s reference, description, priority and due date to name a few. If you click on the reference link of the listed action, you will navigate to that action’s view page. From the Actions column of this actions table, you can act on individual actions by editing, deleting, escalating or moving the chosen action.Figure 2 – Decision actions tab
Note that you can customise your table view by clicking the edit button at the bottom of the action table. Here, you can also export this list to Excel or CSV files.Attachments
This tab shows an asset listing of all of the attachments that have been added to this decision, as shown in Figure 3. By default, this table will present you with a number of details about the attachments such as the file’s name, attachment type, view the version and access a download link. From the Actions column of this attachments table, you can act on individual attachments by editing, deleting, moving or locking/unlocking the selected attachment.Figure 3 – Decision attachments tab
Note that you can customise your table view by clicking the edit button at the bottom of the attachment table or navigate to this same spot to add more attachments to this decision. Here, you can also export this attachment list to Excel or CSV files.At the very bottom of this tabbed view, you have the option to add more attachments by utilising the drag and drop functionality to drag the files you wish to upload into the drop box (note that this function works in HTML5 compliant browsers only).Comments
This tab shows an asset listing of all of the comments that users have made on this decision, as shown in Figure 4. By default, this table will present you with a number of details about the comments such as, the date that this comment was last updated, who created the comment, the comment itself and any associated tags to name a few. From the Actions column of this comments table, you can act on individual comments by editing or deleting the selected comment.Figure 4 – Decision comments tab
Note that you can customise your table view by clicking the edit button at the bottom of the comment table or navigate to this same spot to add more comments to this decision. Here, you can also export this comment list to Excel or CSV files.Details
Figure 5 – Decision details tab
This tab shows some additional details on the decision, for example the title, description, who agreed to this decision and any custom fields, as shown in Figure 5.Escalated
This tab shows an asset listing of the asset that this decision has been escalated to, as shown in Figure 6. By default, this table will present you with a number of details about the escalated asset such as the type and name. You can de-escalate the selected decision from the Actions column of this asset listing.Figure 6 – Decision escalated tab
Note that you can customise your table view by clicking the edit button at the bottom of the escalated table. Here, you can also export this list to Excel or CSV files.
History
This tab shows shows some basic history of the decision, as shown in Figure 7. By default, this tab will present you with a number of details about the decision’s history such as the creation date, creation user, last update date and last update user. If the decision has been changed then this section will also show a table of all the changes that has been made, including the date of each change, the field changed, the value before the change and the user who made the change.Figure 7 – Decision history tab
Note that you can customise your change table view by clicking the edit button at the bottom of the change table. Here, you can also export this list of changes to Excel or CSV files.