Exception Policies
When THIS exception appears, and it is within THESE bounds, do THAT — and tell somebody. The bounds are the difference between automation and an unattended system making commitments nobody sized.
Where to find it
- Module: Manufacturing
- Group: Intelligence
- Section: Manufacturing Intelligence
- Screen: Exception Policies
Address in the console: /mfg/exception-policies
List · 12 columns · 17 fields on its form · 3 of them required · 1 action
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Policy | Code | policy_no |
| Name | Text | name |
| Watches | Status | exception_source |
| From severity | Status | min_severity |
| Does | Status | action |
| Autonomy | Status | autonomy |
| Max value | Amount | max_value |
| Max days | Number | max_days_moved |
| Per day | Number | max_actions_per_day |
| Reversible | Text | is_reversible |
| Last fired | Date and time | last_fired_at |
| Active | Text | is_active |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Name required | Text | ||
| Description | Long text | ||
| What it watches required | Choice | planning_exception, shortage, downtime, quality_fail, spc_excursion, kanban_stall, late_operation, iot_alert, deviation, supplier_delay, ai_prediction | |
| Match rule | Text | ||
| Minimum severity | Text | ||
| What it does required | Choice | notify, raise_maintenance, reschedule, expedite, reassign_work_center, substitute_material, hold_lot, raise_nonconformance, raise_capa, resize_kanban, firm_planned_order, open_case, escalate | |
| Action detail | Text | ||
| Autonomy | Choice | notify_only, recommend, approve_then_act, act_and_notify | |
| Maximum value it may act on | Number | ||
| Maximum days it may move a date | Number | ||
| Maximum actions per day | Number | ||
| Needs approval above | Number | ||
| Approver role | Text | ||
| Notify role | Text | ||
| The action can be undone | Yes or no | A policy whose action is irreversible should not run unattended, and this is where that is said rather than assumed. | |
| Quiet hours | Text | ||
| Active | Yes or no |
What you can do here
Sweep primary
Run the active policies
Asks for: Rehearse only
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.