You can define your IPK Streams (such as Hardware and Software) and link them to IPK Statuses (including Incident, Major Incident and Problem).
When Analysts log a call in vFire Core, they can select the IPK status and a corresponding stream for the call. For example, if you create two IPK streams, Software, and ‘Standard’, and link both streams to the IPK status, Incident, when an analyst logs a call as an Incident, they will be able to select either Software or Standard as the stream.
The purpose of defining streams and linking them to statuses is the following:
- to make only specific streams available to particular IPK statuses
- to simplify the call logging process by allowing you to configure your call logging screen based on an IPK status/stream/type combination
- to allow you to restrict access to the streams to which an Analyst has access through their IPK security role
For a specific call screen to be displayed for an IPK Stream, the call screen set must be linked to the IPK stream through the matrix on either the Link Stream/Status to Call Screen Set, or Link Type/Stream/Status to Call Screen Set window. The matrix you will use will depend on your IPK Settings.
Creating a Stream
Before you start
As some parameters are read from the database at application start-up, we recommend that there are no Analysts logged on when you make changes to system settings.
Ensure you are in the correct partition before applying the settings.
The IPK Streams option is only enabled if you are using the IPK Tiers feature, that is, if Enable IPK Statuses and Streams is selected in the IPK Settings window.
We recommend you configure IPK statuses before adding IPK streams, since streams can be linked to statuses.
You must have IPK Set Up selected in the Admin tab of your General Access Security Role to work with IPK streams.
-
Select the Menu button
, then Admin, and then select System Administration. The System Administration window is displayed, with a menu of options available 
. In the Explorer pane, locate the IPK Management group 
, scrolling up or down if necessary. You may need to expand the group to see the options. - Select IPK Streams to open the window. A browse table shows all of the current streams, and the statuses linked to the stream. (You may like to adjust the column widths to see all of the columns.)
- Select
. A new row is inserted in the browse table. - In the IPK Stream column, type a name for the stream. You can now associate this stream with the configured IPK statuses.
- Select the checkbox for each status you want to link to the stream.
- Select
to save the changes. Provide the Change Reasons if prompted to do so.
Linking a Status to a Stream
Before you start
As some parameters are read from the database at application start-up, we recommend that there are no Analysts logged on when you make changes to system settings.
Ensure you are in the correct partition before applying the settings.
The IPK Streams option is only enabled if you are using the IPK Tiers feature, that is, if Enable IPK Statuses and Streams is selected in the IPK Settings window.
You must have IPK Set Up enabled within your General Access Security Role to work with IPK streams.
-
Select the Menu button
, then Admin, and then select System Administration. The System Administration window is displayed, with a menu of options available . In the Explorer pane, locate the IPK Management group , scrolling up or down if necessary. You may need to expand the group to see the options. - Select IPK Streams to open the window. A browse table shows all of the current streams, and the statuses linked to the stream. (You may like to adjust the column widths to see all of the columns.)
- To change the IPK statuses associated with the stream, select or deselect the checkboxes in the status columns. (You may like to adjust the column widths to see all of the columns.)
- Select to save the changes. Provide the Change Reasons if prompted to do so.
Renaming a Stream
Before you start
As some parameters are read from the database at application start-up, we recommend that there are no Analysts logged on when you make changes to system settings.
Ensure you are in the correct partition before applying the settings.
The IPK Streams option is only enabled if you are using the IPK Tiers feature, that is, if Enable IPK Statuses and Streams is selected in the IPK Settings window.
You must have IPK Set Up enabled within your General Access Security Role to work with IPK streams.
-
Select the Menu button
, then Admin, and then select System Administration. The System Administration window is displayed, with a menu of options available . In the Explorer pane, locate the IPK Management group , scrolling up or down if necessary. You may need to expand the group to see the options. - Select IPK Streams to open the window. A browse table shows all of the current streams, and the statuses linked to the stream. (You may like to adjust the column widths to see all of the columns.)
- Select the stream you want to rename, and overtype the existing name with a new one.
- Select to save the changes. Provide the Change Reasons if prompted to do so.
Deleting a Stream
Before you start
As some parameters are read from the database at application start-up, we recommend that there are no Analysts logged on when you make changes to system settings.
Ensure you are in the correct partition before applying the settings.
The IPK Streams option is only enabled if you are using the IPK Tiers feature, that is, if Enable IPK Statuses and Streams is selected in the IPK Settings window.
You must have IPK Set Up enabled within your General Access Security Role to work with IPK streams.
-
Select the Menu button
, then Admin, and then select System Administration. The System Administration window is displayed, with a menu of options available . In the Explorer pane, locate the IPK Management group , scrolling up or down if necessary. You may need to expand the group to see the options. - Select IPK Streams to open the window. A browse table shows all of the current streams, and the statuses linked to the stream. (You may like to adjust the column widths to see all of the columns.)
- Select the IPK stream you want to delete.
- Select
. If you attempt to delete the system default, you will receive a warning message. - Select to save the changes. Provide the Change Reasons if prompted to do so.