View exception page

This page is shown in Figure 1 and shows all the information relating to the selected icon_exceptionexception.exception view page

Figure 1 – Exception view page

The viewing screen allows you to Edit icon edit, Delete icon delete or Move iconmove the exception; or to add a new Actions icon actionAttachments icon attachment or Comment icon comment to this exception. You may also be presented with the option to XML export iconexport the details of this exception to XML format.Some details of the exception are displayed in subsections just below the top header area such as the exception’s location within Psoda, the exception’s title and description. The rest of the page is made up of a number of tabs or sections (depending on your selected view):

Actions icon Actions

This tab shows an asset listing of all of the actions registered for this exception, 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 Edit iconediting, Delete icondeleting, escalate iconescalating or Move iconmoving the chosen action.action tab

Figure 2 – Exception actions tab

Note that you can customise your table view by clicking the Edit iconedit button at the bottom of the action table. Here, you can also export this list to Excel export iconExcel or CSV export iconCSV files.

Attachments icon Attachments

This tab shows an asset listing of all of the attachments that have been added to this exception, 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 Edit iconediting, Delete icondeleting, Move iconmoving or lock iconlocking/unlock iconunlocking the selected attachment.view page attachments tab

Figure 3 – Exception attachments tab

Note that you can customise your table view by clicking the Edit iconedit button at the bottom of the attachment table or navigate to this same spot to Add iconadd more attachments to this exception. Here, you can also export this attachment list to Excel export iconExcel or CSV export iconCSV 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).

Comment icon Comments

This tab shows an asset listing of all of the comments that icon_userusers have made on this exception, 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 Edit iconediting or Delete icondeleting  the selected comment.view page comment tab

Figure 4 – Exception comments tab

Note that you can customise your table view by clicking the Edit iconedit button at the bottom of the comment table or navigate to this same spot to Add iconadd more comments to this exception. Here, you can also export this comment list to Excel export iconExcel or CSV export iconCSV files.

icon_exception Details

exception details tab

Figure 5- Exception details tab

This tab shows some additional details on the exception, for example it’s consequences, options, effects, recommendations and any custom fields, as shown in Figure 5.

History icon History

This tab shows shows some basic history of the exception, as shown in Figure 6.  By default, this tab will present you with a number of details about the exception’s history such as the creation date, creation user, last update date and last update user. If the exception 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.view page history tab 

Figure 6 – Exception history tab

Note that you can customise your change table view by clicking the Edit iconedit button at the bottom of the change table. Here, you can also export this list of changes to Excel export iconExcel or CSV export iconCSV files.

 

Report template icon Reports

benefit view page report tab

Figure 7 – Exception reports tab

This tab shows a list of reports that you can run for this exception, as shown in Figure 7.