Manage RFC Policy
Policies are designed to reflect management expectations and intentions. Policies are used to direct decisions, and to ensure consistent and appropriate development and implementation of processes, standards, roles, activities, IT infrastructure etc.
When a Policy is created it can be applied to an RFC within the Approvals tab of the RFC. The Policy can only be applied if the RFC matches the selection criteria specified in the Policy.
To Manage the RFC Policies select the Change Request Policies icon from the versaSpinner - System Tools tab.
There are four sections to the Manage RFC Policy window and the fields for each are as follows:
General Details
| Field | Definition |
|---|---|
| Policy Name | Specifies the name of the Policy |
| Policy Type | Specifies the Type of Policy |
| Enable Policy | If checked will enable the Policy and allow it to be applied to an RFC |
Criteria (mandatory fields are donated by a *):
The fields specified in this section correspond to the fields in the Details tab of an RFC when applying a Policy.
| Field | Definition |
|---|---|
| RFC Type* | The Type of RFC, selected from the drop-down list options |
| Team* | The Team the RFC is to be assigned to, selected from available Teams in the drop-down list |
| Skill Group | The Skill Group the RFC is to be assigned to, selected from available Skill Groups in the drop-down list |
| Key 1 | The primary sorting Key for the RFC, selected from the available drop-down list options |
| Key 2 | The secondary sorting Key for the RFC, selected from the available drop-down list options |
| Key 3 | The tertiary sorting Key for the RFC, selected from the available drop-down list options |
| Priority* | The Priority given to the RFC, selected from the available drop-down list options |
| Product Type | The Product Type related to the RFC, selected from the available drop-down list options |
| Product | The Product related to the RFC, selected from the available drop-down list options |
| Service Area | The Service Area to which the RFC relates, selected from the available drop-down list options |
| Symptom Code | Specifies the type of symptom related to the RFC, selected from the available drop-down list options |
Action
| Field | Definition |
|---|---|
| Decision Due Date | Will push the Decision Due Date out by the number of Weeks, Days and Hours selected |
| Only Team Working Hours | If checked the Decision Due Date selection will be based only on the Team Working Hours, which are specified in the Team Settings |
| Instructions | Text field allowing entry of instructions for the Approval Decision |
Approvers
| Field | Definition |
|---|---|
| Minimum Approvers | Sets the minimum number of Approvers for the Policy. |
| Add Approver button | Allows the selection of an Approver from the CRM contact records |
| Approvers Box | Once added the Approver will appear in this space |
| Up and Down Arrows | Allows the order of Approvers to be changed. The approver at the top of the list will be first. |
| Toggle Mandatory button | Sets whether an Approver is mandatory, meaning that if ticked the specific Approvers must agree for the RFC to progress |
| Delete button | Removes an Approver from the Policy |
