To create a decision:
- From the Incident list, select the incident > click View Information. The Edit Incident Information page appears.
- Review the information under each tab (Information, Objectives, Course of Action, Cost) to ensure that all the information is complete and accurate.
- Select the tab. The Decisions List appears.
- If no pending decision exists, click Create. A pending decision and its sections appears in the list.
- Requirements that must be met before the pending decision can be Reviewed / Approved will be listed atop the page and in the requirements fly-out menu on the right. Click an item listed to navigate directly to its location in the decision and make appropriate edits.
Note: This area will not show up on the Decision Information page if all requirements have been met.
- When you are finished with edits and want to return to the decision list, click the Decision tab.
Note: You need to access the pending decision and use the decision editor to add Rationale.
- If you are adding additional content to a pending decision, such as text or images, select the pending decision (or section of it) from the decision list.
- Click Edit. The Decision Editor page appears.
- To edit a section of the document, click Check Out. This will lock this section of the document from other incident owners and editors until you have completed your edits.
- Click Insert Section to Add or Edit Content.
- To add images from the incident folder; add a section title (identifies image in decision content) and opt to include the title in the decision if you wish. Click Select Image, and add any additional text you want to appear before and/or after the image in the decision.
- To add text directly into the decision document; add a section title (identifies image in decision content) and opt to include the title in the decision if you wish. Add text to the text before field and then click Save. (Text can not be formatted when using the Default Decision Editor; this option is only available when using the Advanced Decision Editor.)
- Click Save when you are finished, and then click Check In. Checking in a section of a document signifies to other incident owners or editors that you are finished with edits.
- Enter a Rationale for the decision.
- Click the vertical tab (far right), and then click Check Out.
- Click Insert Section to Add or Edit Rationale content.
- Enter/edit the content as needed. Rationale can be entered as one entry or as multiple entries, each with their own section or page headings. Both images and text can be added as well.
- Click Save after each edit, and then Check In when you are finished.
- Ensure Decision Requirements have been met.
- Click the Decision Requirements vertical tab (all the way to the right).
- Review requirements in the list; requirements that have been met have a blue checkmark beside them whereas unfinished tasks do not. Clicking the links to unfinished tasks will navigate the application to the sections of the decision where those tasks need to be completed. When you are finished with each task, click Return to navigate back to the Requirements list.
- Click the tab to return to the Decision List page.
- When edits to the decision are complete and all sections of the pending decision are checked back in, the decision becomes available to Begin Review/Approval Process.
Once you are satisfied with the content of the decision document, you can send it for review and approval (See Beginning the Review/Approval Process, or Decision Review and Approval.)
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Last updated on 1/6/2022 2:47:09 PM.