Support

15 - Status Levels and Completeness Checks for your Account

Last Updated: Oct 29, 2017 04:21PM PDT
If you are the lead user of your account you can use the Admin menu in the application tool bar to access some of the settings for your account. A short video demonstration of the Admin functions is included at the end of this article.

First you can manage the users in your account. If your account is set up for more than one user then you can configure the various additional users here. If you have questions about users and your account, or you want to increase the number of users in the account, please contact support@decisionsfirst.com.
Second you can manage the status levels available for decisions. Status levels let you track the completeness of your work on the core objects in your database, the Decisions. You can define as many or as few status levels as you like and assign each a color. There is no requirement for each level to have a unique color. These colors will be used in the Decision Requirements Diagram so you can quickly see the status of your Decisions.

The default database contains three status levels – In Process, Completed and Implemented. Add a new status level “Ready for Review” and pick any color you like. Use the up and down arrows to move it so it is above Implemented in the list. The list is sequential – each Status Level from top to bottom is considered “more complete” than the last. Click the Update button to apply.

The final element is the assignment of Completeness Checks to Status Levels. DecisionsFirst Modeler has a number of built in completeness and correctness checks. Some of these are Errors and some are Warnings. When triggered, these checks will highlight elements of the Decision as being incomplete or inconsistent. The checks are described in more detail here. To ensure you have flexibility the checks are not applied automatically – you must select the Status Level at which you want to enforce the check. Any Decision that is in that Status or a more complete one (one displayed further down the list) will execute the check and display any Warnings or Errors that apply.

Find the Error “Decision does not impact an Objective” and change the Apply To column to Ready for Review. Hit the Update button to apply and then close the User Management tab.

Open the Support Decisions diagram and then Edit the Determine which customers should be notified of a bug fix Decision. Change the status to Ready for Review and Save. Notice on the diagram that the color of the Decision has changed (you may need to Refresh the diagram using the Refresh button to see it). Return to the Decision editing window and click the Check Completeness button. A  message displays temporarily telling you that there is an Error on the object. Scroll down and you will see the Objective list is highlighted in red. Mouse over this to see the Error message.

To clear the error we will associate this Decision with an Objective. Enter customer in the Search box and hit Enter. Take the Customer Retention objective and drag it to the Objective list. Hit the save button and then Check Completeness again – the error has been cleared.

Admin Panel Video Demonstration
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