Provides users with an in system overview of How to Manage Status Ratings for RAG rating a module form. You can watch this video for an overview to learn about this topic or keep reading the article below.
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How to Configure Status Rating
Status Rating can be configured via Settings > System Configuration > Module Setup
Find the module you wish to apply this to and click the menu cog, then Settings
Scroll down to the Status Rating section and choose which type you wish to apply.
Dictionary Only – This is based on picklist values (priority is set in the picklist).
Date/Numeric Only – This is based on either a date field or a numeric field (priority is set below if selected)
Date/Numeric/Dictionary – This allows you to add in any/all of the above.
When selecting a Date/Numeric Value, a window will appear, allowing you to specify which field you wish to use and which values you wish to assign to each of the High/Medium/Low priorities. Click Add.
The Invert option will return "Low" when evaluating as "High", and "High" when evaluating "Low". "Medium" remains the same.
Today's date is always compared against the value of the target field you have selected.
Date field example 1
Module selected: Activity Risk Assessment
Field selected: Assessment Date
Today's date: 20/01/2021
- Number of days before Low Priority = 7
- Number of days before Medium Priority = 3
- Number of days before High Priority = 1
8 days after the 20th the priority is "Not Set" (greater than 7) - Assessment Date = 28/01/2021
5 days after the 20th the priority is “Low” (greater than 3, less than or equal to 7) - Assessment Date = 25/01/2021
2 days after the 20th the priority is “Medium” (greater than 1, less than or equal to 3) - Assessment Date = 22/01/2021
1 day after the 20th the priority is “High” (equal to 1 or less (negative)) - Assessment Date = 21/01/2021
Example of the Setup required:
Date field example 2
Module selected: Person Register
Field selected: Date of Birth
The Invert option has been enabled
People under 18 will show as Red (High) if the Date of Birth is between 0 and -6570 days from today's date
People 18-25 Show as Amber (Medium) if the Date of Birth is between -6571 and -9125 days from today's date
People 25 or over as Green (Low) if the Date of Birth is equal to or over -9126 days from today's date
Example of the Setup required:
Date field example 3 + Notification Trigger
Module selected: General Risk Assessment
Field selected: Assessment Date
The Invert option has been disabled
Assessment Date: 18/05/2021
Working Example: A notification should trigger 9 months in the future for re-assessment
- Number of days before Low Priority = 0
- Number of days before Medium Priority = -150
- Number of days before High Priority = -275
Example of the Setup required:
The record will be low priority from Assessment Date until day 149
The record will be medium priority from Assessment Date(s) 20/09/2021 and 19/05/2021
The notification configured should be set up to trigger on High priority - On day 275 (9 Months in the future) a notification will be sent to the desired recipient.
Date field example 4
Module selected: DSE
Field selected: Assessment Date
The Invert option has been disabled
Assessment Date: 30/04/2021
Working Example: The DSE module is configured to mark assessments by assessment date as red if completed over a year ago, amber if 90 days until due and green when more than 90 days to the assessment date.
- Number of days before Low Priority = 9999
- Number of days before Medium Priority = 90
- Number of days before High Priority = -365 (Minus 365)
Please note anything over 9999 days (Green Rag) will display as "Not Set" (Grey)
Go here for information on how to configure system Notifications
Setting up a Priority against Picklist Values
Navigate to Settings > System Configuration > Picklist Data Dictionary
Search for the required field and click Manage on the menu cog
Click Edit in the next menu
Choose the priority value from the drop-down and click Save & Close