4.5.1 Creating Items in the New item window

(1) Creating Items

To create an Item:

1. In the list of process work boards in the main window (Item list), select the process work board in which you want to create an Item.

   The process work board you select must be in Operating status.

2. From the menu, select New and then New item.

   The New item window appears. The elements in the New item window depend on the type of process work board you selected. The following figure shows the New item window as it appears for the incident management process.

   Figure 4‒15: New item window (incident management process)

3. Enter the Item information.

   You must enter information in the Title, Status, and Person in charge fields. You cannot select a person in charge until you select a status. As the person in charge, you can select a role, a member who belongs to a role, or a user name.

   Clicking Details displays the User details or Role details window. Clicking List displays the List of members or List of roles window.

   If you select the Select role member check box, you can select the name of a member who belongs to a role but can no longer select the role itself.

   You can display a list of predefined options by clicking the button. Some elements in the Item form might be linked to others. In this case, the entries in the list will change depending on the value you selected in the related element.

   Elements marked with an asterisk (*) are mandatory. You must enter values for these elements when you close the Item.

   The Calendar button displays a calendar in which you can select the date on which the incident occurred or the Item was registered.

   When you click Settings, a Link setting window appears as shown in the figure below. In these windows, you can enter the URLs that lead to Related information, Hardware information, and Related item(s).

   Figure 4‒16: Link setting windows

4. Select Action and then Attach file from the menu, or click the Attachment button.

   The Attach file window appears. Select the files to attach to the Item as needed.

5. From the menu, select Register.

   The Item is created, and you are returned to the main window (Item list).

   The Process, System, Item ID, Inter-process ID, Registrant, and Registration date and time fields are filled in automatically.

Notes:

• When you select the Select role member check box, the responsiveness of the window might be affected if there are too many members in the combo box. Make sure that the total number of roles, members, and users you can select as the person in charge does not exceed 100 or thereabouts.

• If you select the Select role member check box and attempt to select a member of a role as the person in charge with the scroll wheel, you might inadvertently select a role name. If this occurs, you cannot display role information or register the role as the person in charge. Display the combo box for selecting the person in charge, and select a role member from the list.

• If the option to set view permissions for individual Items is enabled for the target process work board, in Owner of view permissions for individual Items, enter the user or role who is to have permission to view the Item. You can change Owner of view permissions for individual Items to a display name of your choice. The following figure shows an example of the New item window with view permissions for individual Items enabled:

  Figure 4‒17: New item window (with view permissions set for individual Items)

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(2) Operations in the New item window

The following describes the operations you can perform in the New item window.

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