Summary: This page provides instructions for managing Exclusions in the Engineering Dashboard.
Introduction
The Engineering Dashboard features the ability to Exclude objects from a future snapshot - this can be useful when the object is violating an AIP rule, but is irrelevant:
Note that:
- when an object is excluded, it will be excluded in the next snapshot and in all future snapshots.
- using the Exclude feature will affect grades when a new snapshot is generated or when a snapshot is consolidated. This is because the violations that are excluded will not be included in the new results. This impact will be seen in the Health Dashboard.
- Exclusions are available when viewing data from a previous snapshot, however, the ability to edit Exclusions is only available from the most recent snapshot.
Permissions required to manage Exclusions
| Feature | Permission required |
|---|---|
To edit Exclusions - i.e. add/remove objects. | Your user login must have the EXCLUSION_MANAGER role. |
Notes:
- Roles can be assigned at user level (when using Default Authentication mode) or via user or group (when using Standard LDAP/SAML authentication). Please see User roles for more information.
- You can view Exclusions in read-only mode if your user login has not been assigned the required role.
Accessing the feature
To access the feature, there are two methods:
| From the "home" or landing page, click the default Exclusion tile. |
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| From the Side Menu bar, click the following icon: |
The focus will be set to the Actions tab when using this icon - click into the Exclusions tab:
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Exclusions
Two sub-pages are available in the Exclusion tab:
- Active Exclusions > Shows violations that have been added to the Exclusion list and a subsequent full snapshot or consolidation action has been processed therefore the violations are not part of the results of the current snapshot - i.e. they are actively excluded.
- Scheduled Exclusions > Shows violations that have been added to the Exclusion list and no full snapshot or consolidation action has been processed yet therefore the violations still form part of the results of the current snapshot. When a full snapshot or consolidation action is processed, exclusions in this list will move to the Active Exclusions page.
You can swap between the two sub-pages using the drop down menu:
Example of Scheduled exclusion sub-page:
Note that when violations are listed in the Active Exclusions sub page, the total number of exclusions is displayed in blue:
| This check box allows you to manage the violation. A Manage button will appear when a violation is ticked:
This Manage button allows you to:
Note that:
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| Status | Displays the status of the violation in the Exclusion list:
Note that this column is only visible in the Scheduled Exclusions list. | ||||
| Comment | Displays the free text comment assigned to the violation when it was added to the Exclusion list. This comment can be modified using the check box and Manage button. | ||||
| Rule | The name of the Quality Rule for which the violation has been added to the Exclusion list (violations can appear multiple times in the Exclusion list). | ||||
| Object Name Location | The name of, and information about the violation that has been added to the Exclusion list. | ||||
| Last Update | The date the violation was last updated - i.e. any of the following:
| ||||
| This icon, when clicked, will take you direct to the Source Code page for the violation in question. Note that this column is only visible in the Scheduled Exclusions list. | ||||
| Use this option to export the contents of the Scheduled or Active Exclusion list to an Excel file. See Exporting data to Microsoft Excel file format for more information. |
Adding violations (objects) to the Exclusion list
Drill down to Violations level in any of the the Risk Investigation, Application Investigation, Transaction Investigation or Advanced Search views. A checkbox will be visible in each violation description row (highlighted in the image below in red) - if you do not see this checkbox, then your login does not have the correct role, or the rule has already been added to the Exclusion list:
Place a check mark in the checkbox alongside the violation that you want to add to the Exclusion list - the Add button will then become visible as shown below:
Now click the Add button and select the Schedule Exclusion of the violations option:
- You can add multiple violations to the Exclusion list in one go:
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- You can move violations to the Scheduled Exclusion list from the Action Plan using the Schedule exclusions for related violations option:
- In ≥ 2.10, you can move violations to the Scheduled Exclusion list from the Action Plan via the Risk Investigation, Application Investigation, Transaction Investigation and Advanced Search views using the Manage Exclusion of the violations option:
Removing violations (objects) from the Exclusion list
If you would like to remove a violation that has already been added to the Exclusion list, you can do so you can do so in two ways:
Via the Exclusion List
- Access the Exclusion list from the side menu bar, or from the Exclusion tile on the "home" page
- Choose either the Active or Scheduled list
- Select the violation or use the multi checkbox to select all violations you want to remove:
- Then click the Manage button (as shown above) and select the Remove Active Exclusions or Remove from Scheduled List option, depending on which list of exclusions you are working in.
- You will then be prompted to confirm your choice:
- Depending on which list of exclusions you are working in, the following will then occur:
- Active Exclusions > The selected violations will be greyed out in the Active Exclusions list and will also appear in the Scheduled Exclusions as scheduled to remove - the violation will be taken into account once again in the next full snapshot or consolidation action and will then move out of the Exclusion list entirely.
- Scheduled Exclusions > The selected violations will be removed from the Scheduled Exclusions list and will be available for re-selection in the future.
Via the Risk Investigation, Application Investigation, Transaction Investigation and Advanced Search views
In ≥ 2.10 you can remove violations from the Exclusion list (only from the Scheduled Exclusion list) from the following locations:
To do so, find the violations or violations you want to remove in any of the views listed above and then select the violation (or use the multi checkbox to select all violations) you want to remove:
Then click the Manage button and select the Remove from Scheduled list option. All selected violations will be removed from the Scheduled Exclusions list and will be available for re-selection in the future:
Updating comments for violations (objects) that are already present in the Exclusion list
If you have added specific violations to the Exclusion with a specific comment, you can alter the comments directly, without having to remove the violation from the Exclusion and then re-add it. You can do this from the Exclusion list itself - note though that it is only possible to update comments from the Scheduled Exclusion list.
- Locate the violation in the Scheduled Exclusion list
- Select the violation or use the multi checkbox to select all violations you want to update
- Then click the Manage button and select the Update Scheduled Exclusions option:
- A dialog box will be displayed enabling you to edit the comment where necessary:
- All selected violations will now be updated.
