Admin

Access the Deferral Configuration Page

Procedure

In the Applications menu, navigate to ADMIN > Application Settings > Deferral Configuration.
The Deferral Configuration page appears, displaying the Deferral Configuration workspace. You can view the configurations for each family that participate in the Has Deferral relationship family in the left navigation, and modify any necessary fields.
In the baseline APM database, Deferral Configuration is provided for the following families:
  • Inspection Task
Note: The baseline configuration is provided for the above listed families, however, the Deferral workflow is not enabled by default. To enable, select the Enable Deferral option for the given family to enable the workflow.

Create or Modify a Deferral Configuration Record

When you view the Deferral Configuration page, if there are families that participate in the Has Deferral relationship, but are not included as part of the APM baseline database configuration, you can create the Deferral Configuration for that family. In addition, you can also modify settings of existing configuration records if desired.

Before You Begin

  • Ensure that you have identified fields from the selected family, which will represent the original planned date and the updated deferred date.

Procedure

  1. Access the Deferral Configuration Workspace.
  2. Select .
    You can now modify the Deferral Configuration records.
  3. Select the desired family from the left navigation.
  4. As needed, enter the values in the following fields:
    1. Enable Deferral: Controls whether the workflow for Deferral is enabled with the module specific pages.
      Note: This does not prevent the creation of deferrals from record manager.
    2. Planned Date Field: Identifies which field from the selected family will represent the original planned date. On creation of a deferral the value from this field will be mapped to the Planned Date on the Deferral.
    3. Deferred Date Field: Identifies which field from the selected family will represent the deferred date. On approval of a deferral the Deferred Date from the Deferral record will be mapped to this field.
    4. Deferred Date Basis Field: Identifies which field from the selected family will represent the basis field that will store the ID of the Deferral upon approval.
      Note: This is an optional field.
  5. Define Deferral Limits By Site.
  6. Select .
    The Deferral Configuration is saved for the selected family.

Define Deferral Limits By Site

About This Task

For each Deferral Configuration, you can set of site-specific deferral limits that restrict the number of consecutive deferrals that can be approved before a time-based record is executed. Each Deferral Configuration can include following types of limits:
  • Site-specific limit: Limits that apply to specific sites.
  • Global limit: A top-level limit that applies to all records where the site of those records does not exist in any other Deferral Limit for the current Deferral Configuration.
For example, consider the following configuration for a given family:
  • Global limit: 3
  • Site-specific limit:
    • Site B: 2
    • Site C: 2

When approving deferrals for a record that belongs to Site A, you cannot approve more than 3 consecutive deferrals. If you are approving deferrals for a record in either Site B or Site C, you cannot approve more than 2 consecutive deferrals.

Procedure

  1. Access the Deferral Configuration Workspace.
  2. Select .
    You can now modify the Deferral Configuration records.
  3. Select the desired family from the left navigation.
  4. In the Deferral Limit By Site section, enter a value for the Global limit. By default, the Global Limit has a default value of 3.
  5. Select to add an additional configuration.
    A new row is added with a dropdown list from which you can select the sites.
    Tip: Deferral Limits can be grouped together by site. For example, if you have multiple sites that have the same Deferral limit value, you can select each applicable site from the Sites dropdown list.
  6. Select the desired site(s) for the limit.
  7. Enter the the Deferral Limit value.
  8. Select .
    The Deferral Configuration is saved for the selected family.