Configure Detail, Criticality and List Fields

Detail Fields

You can use the Details page to manage most of the configurable fields for XFRACAS records. Select which fields you want to capture for each record type (incidents, problems, etc.) and configure them to meet your organization’s needs.

If you will need to import records from an existing system, make sure all relevant fields from your existing records can be mapped to fields in XFRACAS. You can add new details if needed. For example, if the original “trouble ticket” record captured the number of people affected, you could add a numeric detail called “People Affected” to the XFRACAS Incident page.

For more information, see “Managing Details” in the admin help.

Criticality Fields

If you want to use calculated criticalities in Incident and/or Problem records, use the Criticality page to configure the fields. Then use the Preferences page to choose which fields to display and to configure the calculation formulas.

Boolean Preferences (choose which fields to display)

• Incident - Display Actual Criticality
• Incident - Display Potential Criticality
• Problem - Display Criticality

String Preferences (define the formulas)

• Criticality - Incident Actual
• Criticality - Incident Potential
• Criticality - Problem Base CIN
• Criticality - Problem Current CIN

For more information, see “Configuring Criticality Metrics” in the admin help.

Lists

You can use the following methods to review and populate the “pick lists” that are used throughout the website.

• Use the Lists page to manage standard lists, as well as any custom lists that you added via the Details page.
• Use the Data Import page to import list data via XML or Excel.
  • Download a sample template: XFRACASImportTemplate_Issues.xlsx and XFRACASImportTemplate_Issues_Example.xlsx
  • Consult the full Document Type Definition installed on the web server (e.g., C:\inetpub\wwwroot\XFRACAS\DTD\): Issue.dtd

For more information, see “Managing Lists” in the admin help.