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
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Recommendations / Actions Taken [Rich Text field: 2 lines]
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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.
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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
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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
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Person 1 Intake Status Person 1 Comments Text Area
Person 2 Intake Status Person 2 Comments Text Area
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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
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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