Navigating the NERIS Workflows

Navigating the NERIS Workflows

Purpose

  1. The purpose of this article is to provide users with clear guidance on how to navigate and view system-defined NERIS Workflows within the Fire Incident Setup section of the First Due platform.

Video


Background Information

NERIS Workflows are system-generated and read-only, meaning they cannot be edited or deleted. These workflows define logic related to default values, hidden fields, and validation errors to ensure consistent and compliant reporting practices.

While you cannot modify these workflows, being able to view them helps administrators understand how NERIS enforces certain data rules and identify system-level logic already in place.

WarningWarning: NERIS Workflows are view-only and cannot be edited or deleted.

Step-by-Step Guide


1. Navigate to the NERIS Workflows Page
  1. Go to Incident Documentation > Fire Incident Setup.
  2. Select NERIS Workflows.


From within the Incident Documentation modules Fire Incident Setup there is a NERIS Workflows.



2. View Workflows in Read-Only Mode
  1. Use the eye icon in the Actions column to view a specific workflow.
  2. Workflows cannot be edited from this view.


The NERIS Workflows are read only but allows you to view utilizing the eye icon within the Actions column.



3. Filter by Field
  1. Use the Field dropdown to select one or more fields.
  2. Type in the search bar for quicker filtering.


You can search NERIS Workflows by Field using the dropdown and selecting all fields that apply.



4. Filter by Workflow Type
  1. Use the Workflow dropdown to choose one or more types:
    1. Default – Automatically populates field values.
    2. Error – Triggers validation when criteria are not met.
    3. Hide – Hides specific fields from view.


You can also search by the Workflow using the dropdown.



5. Apply Filters
  1. Click Apply to filter the workflow list based on your selections.





6. Manage Filters
  1. To remove individual filters, click the "x" next to the selected item.
  2. Use Reset to clear all filters.


Once filters are applied you are able to Edit, Reset, or remove single choices by selecting the x next to the filter.



7. Sort Columns
  1. Click any column header to sort by that column (e.g., Field, Workflow Type).


Columns can be sorted by selecting on the column header.



8. Pagination & Display Settings
  1. Navigate between pages using pagination controls.
  2. Use the dropdown at the bottom of the grid to display 20, 50, or 100 workflows per page.


Navigate between pages or select how many workflows will display per page 20, 50, or 100.



9. View a Workflow
  1. Click the eye icon in the Actions column to open the workflow view.
  2. If the field has multiple workflows (e.g., Hide and Error), they will all be listed.


Selecting on the eye icon within the Actions column will allow you to view the workflow.



10. Select a Workflow to View
  1. Choose the specific workflow you want to review from the available list.


When viewing select the appropriate field to see the workflow.



11. Example: Viewing Multiple Workflows
  1. If a field has more than one workflow (e.g., a Hide and an Error Validation), select each workflow type separately to see the conditions and descriptions.


The field selected had two workflows created so we can select on Error Validation to view.

Best Practices

  1. Use the NERIS Workflows view as a reference before creating custom workflows to avoid overlap or contradiction.
  2. Share visibility of these workflows with reporting staff to clarify why certain fields are hidden or auto-filled.

Troubleshooting & FAQs

Q: Why can’t I edit or delete a NERIS Workflow?
A: NERIS Workflows are system-defined and locked for modification to preserve platform integrity and standardization.

Q: What if I need to override a NERIS Workflow?
A: You cannot override system workflows directly. Instead, use the Workflows section (not NERIS Workflows) to create agency-specific logic where needed.

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