Decision form

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read
  • Use a decision form to add a decision to a demand.

    Table 1. Decision form
    Field Description
    Number System-generated ID number with a configurable prefix.
    State Current state of the decision. All new decision records are created with Open state.

    The available states are: Pending, Open, Work in Progress, Closed Complete, Closed Incomplete, and Closed Skipped

    Priority Urgency of approving or implementing the decision based on possible impact.
    Decision status Status of the decision. The available options are: Pending, Approved, and Rejected.
    Impact Impact on the outcome of the demand if you do not implement the decision.
    Approval required Option for determining whether approval of the decision is required.
    Estimated Cost Estimated cost of implementing the decision.
    Due date Requested date on which the decision must be approved or implemented.
    Assigned to Primary resource assigned to work on the decision. The default value is the name of the user creating the decision record.
    Parent Demand number to which this decision belongs.
    Short description Brief description of the decision such as what the decision is about, who made it, what it affects, and the decision outcome.

    As you start typing the title for your decision, related decisions that potentially match your decision are displayed.

    Click the Suggestion icon (Suggestion icon) to select a description from the list of predefined decision descriptions.

    Description Details of the decision and its potential impact.
    Work notes Information to record and track the status of decision implementation or approvals.