To define an ASB priority type

The structure of an ASB case is made up of any number of categories - a series of prescribed classifications - which define the type of reported behaviour for each incident. The effective management of cases is then steered by the priority weighting assigned to each category, with the overall case priority assuming the highest category value.

The procedure to define an ASB priority type is as follows:

1. Navigate to Quick Menu > ASB > Configuration > Priority Type. The ASB Priority Type Configuration window is displayed.
2. Click on New Priority Type 1. All fields are activated ready for data entry.
3. Enter a Description for the priority type into the field provided 2.
4. Enter a Priority hierarchy rank value into the field provided i.e. to define the relative priority weighting, where '1' represents the highest priority. The Up and Down arrows are available to increment or decrement the value, as required 3.
5. Select the Case closure communication definition using the spy-glass icon () i.e. the communication dispatched when an ASB case is formally closed. The Communication Search window is displayed, ready to locate the desired communication.
6. Enter sufficient communication definition details into the search fields provided.
7. Click on Search. The Communication Search Result window is displayed, returning all possible matches.
8. Activate the Select tick box against the row containing the exact record match or use Refine Search to enter alternative criteria.
9. Click on Confirm. The selected communication definition is displayed in the corresponding field.
10. Where management approval is required to close an ASB case of this priority type, activate the Approval needed for case closure tick box provided.
11. To permit an ASB case or its associated tasks being placed on hold, activate the Hold allowed tick box provided 4.
12. Using the Company drop-down field, multi-select all companies for which this ASB priority type is relevant, or choose the All option, as required 1.
13. Choose an Effective from date for this priority type parameter i.e. the date on which it came into effect 5.
14. Choose an Effective to date if the priority type parameter is to be reviewed on a specific date or to capture a change of circumstances; a blank field means the parameter will be continually valid.
15. Click on Save 6.

Tip

1 Where only a small number of parameter values are not required, activate the All tick box first and then deselect individual items from the full list, as required; the All tick box will be automatically removed once an item is deselected.

Note

1 Upon first access, all fields are automatically activated ready for data entry; hence the New Priority Type button is inactive.

2 System validation rules ensure that the description entered for each new priority type is unique for the effective period.

3 The field is automatically populated with the next sequential priority value, which can be revised to match specific requirements; system validation rules ensure that the assigned value is unique across all priority types within the effective period.

4 A case or its inherent tasks might be placed on hold in circumstances where no action can be taken for a set period of time, and where the service level agreement would otherwise be unavoidably exceeded.

5 The Effective from date defaults to the current system date and cannot be left blank.

6 To amend the details of an existing parameter, select a priority type from the alphabetical list or enter its name into the Search Priority Type field. By default the list is filtered to show Current priority types. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All combinations. Only a limited number of values can be updated once a record has been created.

See related topics...

ASB priority maintenance overview

To add a review target to an ASB priority type

To define an ASB notice type parameter value