![Field Name (1st Col) Properties (1st Col) Help Text (1st Col) Field Name (2nd Col) Properties (2nd Col) Help Text (2nd Col)
General Information
Reference Tracking ID (Autogenerated Application
Reference)
Prefix: "UCM-"
This is a unique, autogenerated
reference ID.
Overall Status: See field details for list of overall status labels Describes the stage which the case is in, and
whether it is open, closed or in draft state.
Title [Text field: 1 line] Type in a Title Updates needed by: Lists party by which an update is required to
be made
Lists the individual who is required to
perform an update.
Executive Summary [Rich Text field: 2 lines] Overview of the case in several
sentences
<-- Merge
Recommendations / Actions Taken [Rich Text field: 2 lines]
<-- Merge
Request Change Hide by default; only show when status =
"Closed - Deployed"
Radio button, options: Significant Change,
Minor Change, Decommission
Content Lead Accept Change Request Hide by default, only show when [Request
Change] is not blank.
[Dropdown, options: Yes, No]
Change Description Grid - User, Description, Created, Last
Updated, Attachment
Briefly describe the reason and
nature of the requested change,
and justify your choice of selecting
"significant" or "minor" change.
<-- Merge
Decommissioning Justification
Contacts
Person 1 Filter: TBD - General User group
User (Record Permission Fields) 2 users,
Allow inactive users to prevent org change
deletions, defaults to record creator.
A requestor is the individual that
initiated the Case by creating this
document in Archer.
Person 4 Filter: TBD - General User group
User (Group Access), many users, Allow
inactive users to prevent org change deletions
Person 2 Filter: TBD - Content Lead group
User (Group Access), 2 users, Allow inactive
users to prevent org change deletions
Person 5 Filter: TBD - General User group
User (Group Access), many users, Allow
inactive users to prevent org change deletions
Person 3 Filter: TBD - General User group
User (Group Access), many users, Allow
inactive users to prevent org change
deletions
Person 6 Filter: TBD - General User group
User (Group Access), many users, Allow
inactive users to prevent org change deletions
Additional Contacts
Additional Contacts User (Group Access), read-only, many users,
Allow inactive users to prevent org change
deletions
Tab #1: Heading Here
Section Heding Here
Description [Rich Text field: 5 lines] Specific Objectives: [Rich Text field: 5 lines] Describe the objectives, preferably in a
bulleted format.
Select Type Select: Alert, Report, Analytics
Select only one
Frequency Default visibility: hide
Hide until [Output] = "Report"
(mandatory, if visible)
Description Default visibility: hide
Hide until [Output] = "Alert" or "Report"
Rich Text, 3 Lines
For alerts: Describe criteria that
would trigger the alert and
information that would be
displayed.
For reports: Describe what data
would be included in the report
and how it would be displayed
<-- Merge
Section Heding Here
Person 1 Intake Status Person 1 Comments Text Area
Person 2 Intake Status Person 2 Comments Text Area
Tab #2: Heading Here
Section Heding Here
Effectiveness Select rating: VL,L,M,H
(see Field Details)
Effectiveness Comments Text Area
Coverage Select rating: 0%, 10%, 20% …. 90%, 99%
(see Field Details)
Existing Capability: Calculated Field: See Field Details
Section Heding Here
Information impacted Select rating: VL,L,M,H,VH
(see Field Details)
Information Value Comments Text Area
Costs Select rating: {$0 to $19,999
$20,000 to $99,999
$100,000 to $499,999
$500,000 to $9,999,999
$10,000,000 to $49,999,999
$50,000,000 to $499,999,999
$500,000,000 or more}
(see Field Details)
Costs Comments Text Area
Disruption Select rating: VL,L,M,H,VH
(see Field Details)
Disruption Comments Text Area
Impact [calculated weighted average, based on 3
fields above]
The Impact Factor is a calculated
weighted average based on the
impact values assessed above, and
adjusted by the reputational factor
multiplier.
Impact Comments Text Area
Reputational Select rating: 1-5 Reputational Comments Text Area](https://image.slidesharecdn.com/42b78c18-10ab-4711-b21c-520c9be73233-160718194057/85/Interface_Design_Example-1-320.jpg)
Interface_Design_Example
- 1. Field Name (1st Col) Properties (1st Col) Help Text (1st Col) Field Name (2nd Col) Properties (2nd Col) Help Text (2nd Col) General Information Reference Tracking ID (Autogenerated Application Reference) Prefix: "UCM-" This is a unique, autogenerated reference ID. Overall Status: See field details for list of overall status labels Describes the stage which the case is in, and whether it is open, closed or in draft state. Title [Text field: 1 line] Type in a Title Updates needed by: Lists party by which an update is required to be made Lists the individual who is required to perform an update. Executive Summary [Rich Text field: 2 lines] Overview of the case in several sentences <-- Merge Recommendations / Actions Taken [Rich Text field: 2 lines] <-- Merge Request Change Hide by default; only show when status = "Closed - Deployed" Radio button, options: Significant Change, Minor Change, Decommission Content Lead Accept Change Request Hide by default, only show when [Request Change] is not blank. [Dropdown, options: Yes, No] Change Description Grid - User, Description, Created, Last Updated, Attachment Briefly describe the reason and nature of the requested change, and justify your choice of selecting "significant" or "minor" change. <-- Merge Decommissioning Justification Contacts Person 1 Filter: TBD - General User group User (Record Permission Fields) 2 users, Allow inactive users to prevent org change deletions, defaults to record creator. A requestor is the individual that initiated the Case by creating this document in Archer. Person 4 Filter: TBD - General User group User (Group Access), many users, Allow inactive users to prevent org change deletions Person 2 Filter: TBD - Content Lead group User (Group Access), 2 users, Allow inactive users to prevent org change deletions Person 5 Filter: TBD - General User group User (Group Access), many users, Allow inactive users to prevent org change deletions Person 3 Filter: TBD - General User group User (Group Access), many users, Allow inactive users to prevent org change deletions Person 6 Filter: TBD - General User group User (Group Access), many users, Allow inactive users to prevent org change deletions Additional Contacts Additional Contacts User (Group Access), read-only, many users, Allow inactive users to prevent org change deletions Tab #1: Heading Here Section Heding Here Description [Rich Text field: 5 lines] Specific Objectives: [Rich Text field: 5 lines] Describe the objectives, preferably in a bulleted format. Select Type Select: Alert, Report, Analytics Select only one Frequency Default visibility: hide Hide until [Output] = "Report" (mandatory, if visible) Description Default visibility: hide Hide until [Output] = "Alert" or "Report" Rich Text, 3 Lines For alerts: Describe criteria that would trigger the alert and information that would be displayed. For reports: Describe what data would be included in the report and how it would be displayed <-- Merge Section Heding Here Person 1 Intake Status Person 1 Comments Text Area Person 2 Intake Status Person 2 Comments Text Area Tab #2: Heading Here Section Heding Here Effectiveness Select rating: VL,L,M,H (see Field Details) Effectiveness Comments Text Area Coverage Select rating: 0%, 10%, 20% …. 90%, 99% (see Field Details) Existing Capability: Calculated Field: See Field Details Section Heding Here Information impacted Select rating: VL,L,M,H,VH (see Field Details) Information Value Comments Text Area Costs Select rating: {$0 to $19,999 $20,000 to $99,999 $100,000 to $499,999 $500,000 to $9,999,999 $10,000,000 to $49,999,999 $50,000,000 to $499,999,999 $500,000,000 or more} (see Field Details) Costs Comments Text Area Disruption Select rating: VL,L,M,H,VH (see Field Details) Disruption Comments Text Area Impact [calculated weighted average, based on 3 fields above] The Impact Factor is a calculated weighted average based on the impact values assessed above, and adjusted by the reputational factor multiplier. Impact Comments Text Area Reputational Select rating: 1-5 Reputational Comments Text Area