You can create dynamic standard operating procedures (SOPs) when the sequence of steps depends on the operator's responses.
What you should know
Procedure
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On the incident Procedure page, set the Procedure
mode to Dynamic.
You begin with a start node.CAUTION:If you are switching from Simple to Dynamic mode, you will lose the steps you configured in Simple mode after you click Apply.
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At the bottom of the page, click Add (
).
The Procedure step properties dialog box opens. -
Enter the basic step properties.
- Step name
- Step label or short description. Write the long description in the instruction field.
- Instruction
- Instruction for the operator to follow (for example, "Close the door") or question for the operator to answer ("Is the door closed?").
- Options
- Type of answers the operator can give in response to the instruction.Three options are available:
- Done
- Use this option when the step only requires a confirmation that the instruction has been followed.
- Yes/No
- Use this option when the step requires a Yes or No answer.
- Custom
- Use this option when the step requires a multiple-choice answer. You need to add each possible answer separately.
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(Optional) Click Show advanced settings and enter the advanced
properties.
- Links
- Add the links to documents that can be viewed in a web browser. Multiple links can be configured. Add each link separately.
- Tags
- Add one or more document tags configured in the Genetec Mission Control™ document library. When this incident occurs, all documents with the corresponding tag are attached.
- Force comment
- Indicate whether or not the operator must enter a comment before completing the step.
- May be skipped
- Indicate whether the operator can skip this step without providing a justification.
- Minimum resolution time granted
- Turn this option on (default=off) to specify a minimum amount of time in days, hours,
minutes, or seconds to complete this dynamic standard operating procedure step.
- Send notification when time is not respected
- Select this option to notify the supervisor of the incident recipients, incident recipients, or the supervisor and incident recipients that the minimum resolution time was not respected. These notifications are received in the notification tray.
- Maximum resolution time granted
- Turn this option on (default=off) to specify a maximum amount of time in days, hours,
minutes, or seconds to complete this dynamic standard operating procedure step.
- Send notification when time is not respected
- Select this option to notify the supervisor of the incident recipients, incident recipients, or the supervisor and incident recipients that the maximum resolution time was not respected. These notifications are received in the notification tray.
When Minimum resolution time granted or Maximum resolution time granted are turned on:- Granted time not respected events are logged with incident activities.
- Granted time not respected criteria can be used to filter incidents when generating an incident report.
- A granted time not respected event can be used to trigger the Wait for TTR event workflow activity.
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Click Save.
A new step is added to the dynamic SOP.
Each step is represented by a decision node in the flowchart. Each node has one entry point (at the top) and one or more exit points (at the bottom). The start node has no entry point and only one exit point.
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Connect the start node to your first step.
Click the exit point on the start node and drag it to the entry point of your step until a green checkmark appears, and release the mouse button.
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Add more steps to your graph and connect them as required.
Tip:
- To copy and paste a step, use Ctrl+C and Ctrl+V.
- To zoom in and out, use the mouse wheel.
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Click Apply.
You cannot apply your changes if there are errors in your procedure. Error messages are displayed in red at the bottom of the diagram. Fix your errors and try again.