Global Tenancy for Log Incident Page

The Global Tenancy concept is added to the Log Incident Page which ensures that the configurations added or modified in the Global Tenant are automatically inherited by Local Tenants.

The Log incident page allows you to configure one or more static and custom fields, and mention display names to the areas as per the organizational needs. Any field can be made mandatory where the users must fill in a value to save the record.

You can perform the following actions on Log Incident Page:

Configure Log Incident page in Global Tenant
Configure Log Incident page in Local Tenant
Delink Log Incident page in Local Tenant

Configure Log Incident page in Global Tenant

Log Incident page configuration created in Global Tenant is inherited by Local Tenants.

To configure Log Incident page for the Incident module in Global Tenant, perform the following steps:

Navigate to Incident > Configuration > Incident Masters > Log Incident Page.

Figure: Log incident page
Select the Global Tenant. Click ADD NEW on the ACTIONS panel.

Figure: Rule page
In the Global Tenant configuration, Customer* field is greyed out and All customers are selected by default.
Select the required rule from the Attribute by Rule drop-down list.
Select the check boxes for the fields to be displayed on the NEW INCIDENT page. Only the Tenant specific fields are displayed in the Global Tenant.
A specific label name can be specified for the fields under Label and indicate if the field should be mandatory by selecting the Mandatory check box.
Select the Active check box to make this configuration active for the selected Tenant and Customers.
Click SUBMIT to save the configuration.

Figure: Details of Log Incident Page

Based on the selections on the LOG INCIDENT PAGE, the options are displayed on the NEW INCIDENT page using which the End Users can log new Incidents.

Show List

Under the ACTIONS panel click SHOW LIST to view the list of all the configurations available in Global Tenant.

Figure: Show list in Global Tenant

Configure Log Incident page in Local Tenant

You can create Log Incident Page for any specific Local Tenant.

To configure the Log Incident Page in Local Tenant, perform the following steps:

Navigate to Incident > Configuration > Incident Masters > Log Incident Page.

Figure: Rule
On the Log Incident page, select any Local Tenant. Click ADD NEW on the ACTIONS panel.

Figure: Rule page
Select the Customer name in the Customer list box.
Select the required rule from the Attribute by Rule drop-down list.
Select the check boxes for the fields to be displayed on the NEW INCIDENT page. You can also specify a specific label name for the fields under Label and indicate if the field should be mandatory by selecting the Mandatory check box.
Select the Active check box to make this configuration active for the selected Tenant and Customers.
Click SUBMIT to save the configuration.

Based on the selections on the LOG INCIDENT PAGE, the options are displayed on the NEW INCIDENT page using which the End Users can log new Incidents.

Show List

Under the ACTIONS panel click SHOW LIST to view the list of all the configurations available in Global Tenant.

Figure: Show list in Local Tenant

View a Global Configuration in Local Tenant

To view a Global configuration inherited by Local Tenant, perform the following steps:

Navigate to Incident > Configuration > Incident Masters > Log Incident Page.

Figure: Log incident page
Select any Local Tenant. On the list page, open the Global configuration with grey globe icon.

Figure: Log incident list
The global configuration in a Local Tenant is greyed out and not editable.

Figure: Global configuration in Local Tenant
The selected global configuration can be delinked to make it editable for the specific Local Tenant.

De-link Log Incident page in Local Tenant

De-link option is available in the Local Tenant and can be used when a Global Configuration in a Local Tenant needs to be converted to Local Configuration and made editable.

On the Log Incident page, you can choose to de-link a specific configuration. By delinking the custom attribute fields, the configuration can be editable for the Local Tenant.

To de-link a form in Local Tenant, perform the following steps:

Navigate to Incident > Configuration > Incident Masters > Log Incident Page.

Figure: Log incident page
Select the Local Tenant to be delinked from the Global configuration.

Figure: Delink
Once the configuration is delinked, the fields on the page are editable. Select the required check box to be applied for that specific local Tenant.

Notes

All the Global Configurations are represented with a Grey Globe Icon
A delinked configuration is represented by a delink icon
A Global value once Delinked cannot be Re-linked. Also, the changes made at global Tenant will not be applicable to a delinked global configuration.
Any of the fields can be reordered by dragging and dropping the selected field.
If there is already an existing Local configuration in the Local Tenant, then that local configuration will be displayed at the top of the list.
The Global configurations will be displayed after the end of the Local configurations in the Local Tenant.