General Setup

Divisions

Select "Administer SMSPRO™" from the "Administer SMSPRO™" menu.  The page loads with the "Divisions" tab selected.  This tab lets you create and edit divisions.

To add a new division, click the "Add Division" button.  A new page will load with the "Add Division" form.  The "Description" field is for the name of the division; the "Default User" field is for the user who should receive notifications about new issues; and the "Risk Matrix" field is for the type of risk matrix used by the division.  After entering values in the fields, click the "Add Division" button to add the new division.

To edit a division, click the "Edit" button for the division.  You can change the division's name and default user.  After you have made the required changes, click the "Update" button to save them.

Departments

Select "Administer SMSPRO™" from the "Administer SMSPRO™" menu.  Click the "Select" button for the division whose departments you want to edit.  Click the "Departments" tab.

To add a new department, click the "Add Department" button.  A new page will load with the "Add Department" form.  The "Department Name" field is for the name of the department, and the "Description" field allows a description to be included also.  After entering values in the fields, click the "Add Department" button to add the new department.

To edit a department, type in the new name and description.  Multiple departments can be edited at once.  After you have made the desired changes, click the "Save" button to save them.

To delete a department, click the "Delete" button.

Root Cause

Select "Administer SMSPRO™" from the "Administer SMSPRO™" menu.  Click the "Select" button for the division for which you want to edit "Root Cause" information.  Click the "Root Cause" tab.

Initially, the "Basic Cause" categories will be displayed.  To edit the category names, make any desired changes and click the "Save Basic Causes" button.  To delete a category, click that category's "Delete" button.  All descendants of that category will be deleted also.  To add a category, type the name of the new category in the "Add Basic Cause" text box, then click the "Add Basic Cause" button.

Each "Basic Cause" category has an associated list of "Near Root Cause" sub-categories.  To access the "Near Root Cause" sub-categories for a particular "Basic Cause" category, click that category's "Select" button.  The selected "Basic Cause" will be highlighted in yellow, and a list of "Near Root Cause" sub-categories will be displayed.  The "Near Root Cause" sub-categories can be edited, added, deleted, and selected in the same manner as the "Basic Cause" categories.

When a "Near Root Cause" sub-category is selected, its associated list of "Root Cause" items is displayed.  The "Root Cause" items can be edited, added, and deleted in the same manner as the "Basic Cause" categories and "Near Root Cause" sub-categories.

Type of Issue

Select "Administer SMSPRO™" from the "Administer SMSPRO™" menu.  Click the "Select" button for the division for which you want to edit "Type of Issue" information.  Click the "Type of Issue" tab.

Initially, the "Broad Isssue Type" categories will be displayed.  To edit the category names, make any desired changes and click the "Save Broad Isssue Types" button.  To delete a category, click that category's "Delete" button.  All descendants of that category will be deleted also.  To add a category, type the name of the new category in the "Add Broad Isssue Type" text box, then click the "Add Broad Isssue Type" button.

Each "Broad Isssue Type" category has an associated list of "Isssue Type" sub-categories.  To access the "Isssue Type" sub-categories for a particular "Broad Isssue Type" category, click that category's "Select" button.  The selected "Broad Isssue Type" will be highlighted in yellow, and a list of "Isssue Type" sub-categories will be displayed.  The "Isssue Type" sub-categories can be edited, added, deleted, and selected in the same manner as the "Broad Isssue Type" categories.

When a "Isssue Type" sub-category is selected, its associated list of "Isssue Sub-Type" items is displayed.  The "Isssue Sub-Type" items can be edited, added, and deleted in the same manner as the "Broad Isssue Type" categories and "Isssue Type" sub-categories.

Type of Process

Select "Administer SMSPRO™" from the "Administer SMSPRO™" menu.  Click the "Select" button for the division for which you want to edit "Type of Process" information.  Click the "Type of Process" tab.

Initially, the "System" categories will be displayed.  To edit the category names, make any desired changes and click the "Save Systems" button.  To delete a category, click that category's "Delete" button.  All descendants of that category will be deleted also.  To add a category, type the name of the new category in the "Add System" text box, then click the "Add System" button.

Each "System" category has an associated list of "Subsystem" sub-categories.  To access the "Subsystem" sub-categories for a particular "System" category, click that category's "Select" button.  The selected "System" will be highlighted in yellow, and a list of "Subsystem" sub-categories will be displayed.  The "Subsystem" sub-categories can be edited, added, deleted, and selected in the same manner as the "System" categories.

When a "Subsystem" sub-category is selected, its associated list of "Element" items is displayed.  The "Element" items can be edited, added, and deleted in the same manner as the "System" categories and "Subsystem" sub-categories.

Priorities

Select "Administer SMSPRO™" from the "Administer SMSPRO™" menu.  Click the "Select" button for the division for which you want to rename the priorities.  Click the "Priorities" tab.

There are four priorities, listed from lowest to highest.  It is not possible to add or delete priorities, but they can be renamed.  After renaming priorities, click the "Save Priorities" button to save the changes.

Statuses

Select "Administer SMSPRO™" from the "Administer SMSPRO™" menu.  Click the "Select" button for the division for which you want to edit the possible statuses.  Click the "Statuses" tab.

To edit the status names, make any desired changes and click the "Save Statuses" button.  To delete a status, click that status's "Delete" button.  To add a status, type the name of the new status in the "Add Status" text box, then click the "Add Status" button.