AssetWise Director Help

To Create a Deviation or Waiver Using a Form

  1. Select File > New > Deviation / Waiver.

    The Deviation / Waiver form opens in the Content pane.

  2. Fill out the form. All fields are required.
    SettingDescription
    Type Used to select whether a deviation or a waiver is being created.
    Number A unique number or code that identifies the deviation / waiver. The deviation / waiver number is either auto-generated based on a predefined mask, or it can be manually configured if there is no predefined mask or if you need to override the auto-generated number.

    To manually configure the deviation / waiver number, you can either enter a fixed value (for example, DW-12345), or you can enter a mask (for example, DW-#####) and then click the Auto Number icon to generate the next available deviation / waiver number. For example, if you enter DW-##### as the mask and the highest deviation / waiver number in the community is DW-00100, the next available deviation / waiver number would be DW-00101.

    Tip: The Deviation/Waiver Mask is used to auto-generate the deviation / waiver number when the form opens and is defined by the administrator in System Defaults (System Admin > System Defaults > Identification > Deviation/Waiver Mask).
    Requestor Defines the person requesting the deviation or waiver. Selecting the search icon will display a result person list which can be used to drag the appropriate person onto the Deviation/Waiver form. By default, the system will enter the logged in user details but this can be changed.
    Date Registered Date when the deviation or waiver was registered. This defaults to today’s date, but can be changed.
    Priority This defines the level or category of the deviation or waiver.
    Description Description of the deviation or waiver.
    Reason The reason the deviation or waiver is being created.
    Deviating Physical Item This field is a combination of the physical item number and physical item description that will be involved in the deviation or waiver. The search icon will move the focus to the search screen altering the object type to physical item. Once the search is executed, the system will display all physical items matching the criteria and you can drag the appropriate deviating physical item onto the Deviation/Waiver form.
    Deviating From The document (number and title) from which the physical item is either deviating from or in the case of a waiver the document describing the waiver information. The search icon will move the focus to the search screen altering the object type to documents. Once the search is executed, the system will display all documents matching the criteria and you can drag the appropriate document onto the Deviation/Waiver form.
    Status Used to set the status of the item. This field only displays after the deviation or waiver is added to the community. When the deviation or waiver is added, AssetWise assigns it a status of Pending by default.
  3. Click the Add icon in the action bar.

    The deviation or waiver is created. You can now define additional relationships for the deviation or waiver.