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Add / Update Driver and Root Cause

Overview

Business requests updates to Drivers and Root Causes.

Steps for deactivating existing Drivers/Root Causes:

1. Ensure no open intake forms are currently using the Drivers/Root Causes we are deactivating
   • If so, reach out to business to ask if we should wait for those audits to close or whether we should update the Drivers/Root Causes to a different one
2. If only a few Drivers/Root Causes need to be deactivated, use the Reference Setup webpage to set the relevant values to inactive
3. If many Drivers/Root Causes need to be deactivated, update to inactive using a SAFE script

Steps for adding new Drivers/Root Causes:

1. If only a few Drivers/Root Causes need to be added, use the Reference Setup webpage to add new values
2. If many Drivers/Root Causes need to be added, add using a SAFE script
3. For Drivers ensure Option1 and Option7 are set
   • Option 1 is 0 or 1 depending on if the Driver is BO Owned or not
     • Option 7 is the inspection type no we are adding the Driver for
4. For Root Causes ensure Option7 is set
   • Option 7 is the inspection type no we are adding the Root Cause for

Steps to Update Driver from BO Owned to Non-BOOwned (vice versa)

Business will occassionally need to update driver after an intake has already gone through SME Rebuttal Review and Finalized

If the Driver that needs to be updated is the same BO Owned (or Non-BOOwned) follow through the first two steps.

If the Driver is changing between BO Owned and Non-BOOwned, then add all three lines. The 3rd script will execute the stored procedure that will correctly calculate the error values.

Example Scripts:

• Update Driver in the Error Table

  UPDATE smart.p11_AuditChecklist_FieldList SET DriverNo = -- New DriverNo value WHERE UniqueAuditFieldNo = -- intake that needs updating AND DriverNo = -- old DriverNo value AND AuditorResponseNo = 10 AND RebuttalStageNo = 3

• Update Driver in AuditActivity Table

  `UPDATE smart.p11_AuditActivity SET DriverNo = -- New DriverNo value WHERE UniqueAuditFieldNo IN

      (SELECT UniqueAuditFieldNo FROM smart.p11_AuditChecklist_FieldList 
          WHERE UniqueAuditFieldNo = -- intake that needs updating
         AND DriverNo = -- old DriverNo value
         AND AuditorResponseNo = 10
         AND RebuttalStageNo = 3)
  AND ResponseNo = 10

  `

• Execute SPROC to update calculations correctly

  EXEC smart.p11_Update_Summary @UniqueInstanceNo = -- intake that needs updating