<< Click to Display Table of Contents >> Navigation:  Topics > Working with Topics and Criterion

Overview

 

Before any worksheets can be entered against a Review Template, the criterion must be created. This document covers how to manage Topics And Criterion, To learn more about see Topics And Criterion. Once Topics And Criterion have been created rights need to be assigned using Assigning Topic Rights.

 

Topics are created in the Global Topic Editor and subsequently included in a Review Template through the Review Templates' Local Topic Editor. Criterion can be added either in Global Topic Editor or in a Local Topic Editor. If the user was given Read Only access then the Topics And Criterion will appear grayed out. To learn more see Topic Rights.

 

Functions to mange Topics And Criterion can be accessed from the popup menu by right-clicking on the Criterion. Multiple Criterion can be selected by clicking on the first Criterion and holding the Shift-key and then selecting the last Criterion. To select all Topics And Criterion press Ctrl-A.

 

Add Topic/Criterion

 

Topics can be added only in Global Topic Editor. Criterion can be added either in Global Topic Editor or in a Local Topic Editor. To add a sub-criterion under a particular Criterion first select the parent Criterion and right click then choose 'Add Criterion'. you will be presented with the following dialog box. Enter the long description and click 'Ok'

 

 

Edit Criterion

 

To edit properties for a selected Criterion, click Edit Criterion from the Main Application Ribbon or from the popup menu, or double-click on the criterion to be presented with a edit box or a combo box where you can type a new value or select the value from the list. Changes to the long and short description are reflected in all the Review Templates and Global Topics And Criterion, whereas changes to default values, threshold and filters are only applied to the Review Template you are editing.

 

Description:

Long description can also be edited from the bottom in the Criterion Description box. Here you will be able to view the complete description as you edit.

 

Standard number for Criterion:

For each criterion you can associate a Standard no. This can also be used for storing EP numbers. These are prefixed before the criterion description in the reports.

 

Default Value:

Criterion may be set to either Yes (), No () or N/A () . You may preset Topics And Criterion to any of these values so as to make Worksheet Data Entry more convenient. For example, you may set a Topic and its entire criterion to 'Yes', thereby having only to set 'No' and 'N/A' values in the Worksheet Data Entry.

 

Threshold:

This value will appear in Standard Reports, Report Writers, Dashboards, and Analyzers as to give a visual marker of performance. Thresholds can be set to 'N/A' or set to a value between 0 and 100.

 

Filter:

Filter can be set from a combo box to any of these values.

 

Short Description:

The Short Description takes the first 25 characters of the Long Description and then truncates. If any changes are made to the Long Description the Short description does not change, it populates one time. It is important to watch your short descriptions so they make sense when they appear in Standard Reports, Report Writers, Dashboards, and Analyzers.

 

Tooltip:

For each of the criterion there is a Tooltip available. The Tooltip provides a quick overview of the module and gives a link for detailed instructions. Further you can customize the Tooltips for your organization. Tooltips appear along the worksheet data entry screen. Tooltips can be used to describe the criterion or can be used to give instructions to people doing Worksheet Data Entry, e.g. how a particular criterion should be evaluated.

 

Include Topic

 

Once Topics have been created in the Global Topic Editor they need to be included via the Local Topic Editor for a Review Template. A Topic can be included in more than one Review Template, however note that when a Topic is shared among multiple Review Templates changes made to common properties (see above) in one Review Template affect the other Review Templates also. Similarly, if you delete a criterion from a shared Topic it will be deleted from all the Review Templates. To include a Topic in a Review Template, click Include Topic from the Main Application Ribbon or from the popup menu.

 

 

 

Delete Criterion

 

When a Criterion is deleted from a shared Topic it is deleted from all Review Templates and worksheet data for that criterion is also deleted. If this is not what is intended you may set the Criterion filter to 'Archive' in the Review Template when you do not wish to use it, thus preventing any Worksheet Data Entry against the criterion yet still reporting on it in this Review Template.

 

When a Topic is deleted from a Review Template, it is not really deleted but simply removed from the Review Template. Hence, if that Topic is included in the Review Template again you will get the worksheet data back. However if the Topic is deleted from the Global Topic Editor the Topic will be removed completely and all related worksheet data will be deleted.

 

Topics and Criterion can be deleted using these options:

 

▪Delete this Topic/sub-criterion: Deletes only this Criterion. If it has any sub-criterion they will be moved up in the hierarchy.

 

▪Delete this and sub-criterion: Deletes the Criterion and all its sub-criterion.

 

Move Criterion

 

Once created, Topics And Criterion can be rearranged as follows:

 

Move Up: This will move the Topic or Criterion upwards in the hierarchy. If the target owns sub criterion, they will be moved along with the target. The target will move upward maintaining its indent level.

 

Move Down: This will move the Topic or Criterion downwards in the hierarchy. If the target owns sub criterion, they will be moved along with the target. The target will move downward maintaining its indent level.

 

Move Left: This will move the Criterion leftward, decreasing its indent level. Moving the target all the way to the left will make it a Topic. Along the way, it will make children of all criterion that fall beneath it. Criterion can be moved all the way left (to make a Topic) only in the Global Topic Editor.

 

Move Right: This will move the Topic or Criterion rightward, increasing its indent level. Along the way, it will make children of all Criterion that fall beneath it, increasing their indent level also.

 

Move to another Topic: This will move a criterion to another topic. When moving a parent its children will be moved along with it. Both the topics should be unlocked prior to moving.

 

Note: Be mindful when moving the Topics And Criterion left or right, as it may give rise to unexpected results. For more understanding on how parent values are calculated click here.

 

Additional Options

 

Toggle Lock: Before changing any Topic or Criterion , it is necessary to 'unlock' the Topic so that it may be edited. This ensures that only one person may edit the Topic at a time. If the Topic is locked and cannot be edited, a yellow lock icon will appear to the left. If the Topic is unlocked in edit mode, the yellow lock icon will be absent.

 

Assign Rights: Once Topics And Criterion have been created rights need to be assigned for others to edit it or for Worksheet Data Entry using Assigning Topic Rights.

 

Topic Usage: Displays which  Review Templates include this Topic, even if current user does not have access to them. This will allow you to make informed decision before making any changes to the topic.

 

 

Search Criterion

 

You can search for a Criterion for keywords using this Find Panel at the top of the Topic Editor. This will allow you to quickly search for Criterion, if you have a long list of Topics And Criterion. Enter a search pattern and click Find. The results will be highlighted within the Topic Editor.