{"id":1010,"date":"2016-09-21T15:18:43","date_gmt":"2016-09-21T03:18:27","guid":{"rendered":"http:\/\/help.psoda.com\/?page_id=1010"},"modified":"2023-08-23T22:58:52","modified_gmt":"2023-08-23T22:58:52","slug":"a1081","status":"publish","type":"page","link":"https:\/\/www.psoda.com\/help\/a1081\/","title":{"rendered":"Add exception form"},"content":{"rendered":"
This popup<\/a> form can be accessed via the \"Add<\/a>add menu in the top header area of the \"Programme<\/a>programme<\/a> or \"Project<\/a>project<\/a> view pages, as shown in Figure 1. Alternatively you can access the \"Add<\/a>add popup form at the bottom of the Exceptions<\/strong> tab at these same view pages, as shown in Figure 2.\r\n

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Figure 1 – Access via add menu<\/strong><\/p>\r\n

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Figure 2 – Access via exceptions tab<\/strong><\/p>\r\n

This popup is shown in Figure 3 and is used to add a new \"icon_exception\"<\/a>exception<\/a> for the selected asset<\/a>.<\/p>\r\n

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Figure 3 – Add exception form<\/strong><\/p>\r\nThis form has the following fields:\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n
Parent asset:<\/th>\r\nThese read-only<\/em> fields shows which asset this new exception is being added to, e.g. programme, project or \"Task<\/a>task<\/a>.<\/td>\r\n<\/tr>\r\n
Project type:<\/th>\r\nThis\u00a0read-only\u00a0<\/em>field shows the parent asset’s type, if applicable.<\/td>\r\n<\/tr>\r\n
Reference*<\/em><\/sup>:<\/th>\r\nUse this field to enter a reference<\/a> for your exception. If you enter a prefix and end it with one or more zeros, e.g. EX_00, then you can click on the \"Reference<\/a>“Find next reference” button to search for the next available reference number with he same prefix and number of digits. If your project has a Project Code then the default reference will be the project code with EX_01\/2\/3 etc.<\/td>\r\n<\/tr>\r\n
Title:<\/th>\r\nEnter a short title of this new exception here.<\/td>\r\n<\/tr>\r\n
Description:<\/th>\r\nEnter a description of the cause of the deviation from the relevant plan here.<\/td>\r\n<\/tr>\r\n
Consequences:<\/th>\r\nEnter a description of the consequence of the deviation here – i.e. what the consequences of this exception has had on the project.<\/td>\r\n<\/tr>\r\n
Options:<\/th>\r\nEnter the details of the available options to address the deviation here.<\/td>\r\n<\/tr>\r\n
Effects:<\/th>\r\nEnter the details the effects of each option on the Business case, risks, and agreed tolerances here.<\/td>\r\n<\/tr>\r\n
Recommendations:<\/th>\r\nEnter recommendations of the option that should be approved by the Steering Committee here.<\/td>\r\n<\/tr>\r\n
Custom fields:<\/th>\r\nIf there are any \"custom<\/a>custom fields<\/a> defined for your exceptions they will appear here.<\/td>\r\n<\/tr>\r\n
Add more exceptions:<\/th>\r\nLeave this check box selected if you would like to keep this form open and add more exceptions to this asset once the current exception has been created.<\/td>\r\n<\/tr>\r\n<\/tbody>\r\n<\/table>\r\n*<\/em><\/sup>The reference is mandatory, but all others are optional.\r\n\r\nIf you accidentally try to add a exception with the same reference as an existing exception in your parent asset then you will get a warning message.\r\n\r\nOnce you are happy with your entries click the “Add exception<\/strong>” button at the bottom of the form. This will add a new exception with the details that you supplied.\r\n\r\nThe new exception can be viewed in a number of locations, including the Exception<\/strong>s<\/strong> tab at the parent asset’s view page, as shown in Figure 4. Alternatively you can view the new exception from the parent asset’s dashboard<\/strong> in the Open Exceptions<\/strong> dashlet, as shown in Figure 5.\"\"<\/a>\r\n

\u00a0Figure 4 – View from exceptions tab<\/strong><\/p>\r\n

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Figure 5 – View from Open Exceptions dashlet<\/strong><\/p>\r\nClick the “Cancel<\/strong>” button if you no longer want to add a new exception.<\/div>\r\n

Related topics<\/h4>\r\n