Service Modules > Scheduling and Optimization > Service Board > Service Board for Implementers > Service Board Configuration Tasks > About Jeopardy Management > Working With Data Scanners > Creating Data Scanners
 
Creating Data Scanners
The Data Scanner object includes a Rule Editor that you use to create Data Scanner Rules and Data Scan Filters that are applied to Job and Appointment records. When users manually run full scans, or scans are automatically triggered after records are created, updated, or deleted, any records that are in violation of these rules are placed into jeopardy status. Users then receive email notifications of scan success or failure, and dispatchers receive browser notifications of the status changes.
To create Data Scanners:
1. In Max Designer, on the Developer Tools () launchpad menu, click Data Scanners, and then in the list view, in the top left corner, click Create().
2. On the record page, complete the fields as follows, and then in the top left corner, click Save and Close ().
Field
Description
Name
Enter a name that describes the purpose of the Data Scanner.
Object
Select the object whose records are to be scanned.
* 
Only records of objects in which the Scan Enabled option is configured can be included in data scans.
Violation Details
Enter a description of the rule that is to be used in Jeopardy tooltips on Job Cards and on Appointment blocks on the Calendar.
Filter
Click in the field to open the Rule Editor, and then follow the steps in Defining Data Scanner Rules to define one or more field conditions by which to filter scan results.
Rule
Click in the field to open the Rule Editor, and then follow the steps in Defining Data Scanner Rules to define a rule with one or more field conditions.
Resolve Solution
Describe the action to take to clear the violation and return the record to a standard workflow state. For example, for a Job rule with the name The preferred start time for this Job is getting close and no Appointments are scheduled, enter Dispatch the Job to a Resource.
Link Data Scanner to Matched Records
Select this check box, which takes effect only if you have linked the Captured by Data Scanner field to the object selected in the Object field.
* 
If the Captured by Data Scanner field is not linked to the selected object and this check box is selected, after Data Scanner records are saved, the link is automatically created, and you must run Synchronize manually. If this check box is not selected and the Captured by Data Scanner field is linked to the selected object, the Captured by Data Scanner field is not updated when data scans that use this Data Scanner are run.
Active
After Data Scanner Rules are defined, select this check box to activate this Data Scanner.
Type
Click Validation.
Severity
Select a severity value.
* 
This value is not visible to dispatchers.
3. Optionally, on the Post Actions tab, in the list view, do either of the following:
◦ Click Link (), and then in the Link Related Operations list, link custom Operations to be used as Data Scanner-level Post Actions.
◦ Click Create (), and then create custom Operations to be used as Data Scanner-level Post Actions.
4. Optionally, on the Subscribers tab, in the Subscribers lists, link Users, Groups, and Roles to be Subscribers to this Data Scanner.
5. To verify that the target object is available to be scanned, in Max Designer, on the Developer Tools () launchpad menu, click Objects, and then in the list view, click the object for which you are creating this Data Scanner.
6. On the record page, on the System Info tab, if needed, select the Scan Enabled check box, and then in the top left corner, click Save and Close ().
For more information:
Was this helpful?