Problem Code Actions Maintenance

Use Problem Code Actions Maintenance to create and maintain actions for Problem Task Codes and Results Codes.  An action can be associated with a single result code, multiple result codes, or it can be associated with all result codes.  Actions offer a way to set up a check list or workflow of things that need to be done after a work order is completed.  They generally require further input and similar to tasks in that they are a reminder that additional steps are needed after a work order is completed.  When a problem is assigned to a work order the associated actions are created.  Work order actions can be viewed in the Action area of the Enhanced Inquiry - Service Management View.

Tip:  For more information about working with data in fields, see the Data Entry Guidelines.

Directions:

To see directions for...

• Opening Problem Code Actions Maintenance, click More.

  1.  Click Service Management from the Menu Bar.

  2.  Click File Maintenance.

  3.  Click Automation.

  4.  Click Problem Code Actions.
  
  Tip:  Or, use the keyboard shortcut:  [ALT] [m] [f] [a] [p].

   

  Problem Code Actions Window Example:

  

   

• Creating a New Problem Code Action, click More.

   

  Problem Code Actions Maintenance Prompts Tip:  To see more information about a field, click the hyperlink for the field name.
  	To add an action to a Problem code, click Action.
  Problem Code	To select a Problem Code, click a choice in the drop-down list. Note:  A Problem code must first be created in Problem/Task Code Maintenance.
  Action Type	To assign the Action Type, click a choice in the drop-down list. Action Types: Interim Read - Opens the Interim Reading Wizard where the interim reading can be entered.  When Finished is clicked, the Action Status automatically changes to completed. Change Out - Open the Change Out Connection Wizard. Informational - Displays an informational message in the Actions area of the Service Management view until the work order Status is changed to Completed. Add New Task - Opens the Add Task window that is used to add a new task to the Task Manager.  A new task ca be added when additional items need to be performed in relation to a completed work order.  These tasks display in the Timeline.  For example, if a third party contractor needs to reseed an area that has been disturbed by digging that occurred for a work order, this can be entered as an Add New Task and a list of these items can be generated for the task. Note:  Other Actions are currently reserved for future use.
  Message	Enter an informational message, if desired.  The message is informational only for Interim Readings and Change Out Actions.
  	To add a defined result code that will trigger the action, click Valid ResultCode.
  The following Results Code list displays:
  Results Code	To select a defined Results Code for the Action, click a choice in the drop-down list.  Or, click All to indicate that the action should happen for all result codes with this problem task code. Notes:   Results Code are created in Results Code Maintenance. Multiple Result Codes can be assigned to an action.  To add another Result code, click Valid ResultCode and then, click the Result code from the drop-down list..
  	To update the new or changed information, click Save or press [ENTER]. Note:  A message displays to alert you that the action is saved.
  	CAUTION To avoid losing data, you must save new or changed records.
  or	To close the window when finished, click Close.

   

• Editing an Existing Problem Code Action, click More.

   

  CAUTION:  To avoid losing data, you must save new or changed records.

  1.   To position the pointer to the information that you want to change, press [TAB] or click the field using the mouse.

  2.  Enter the data changes.

  3.  To complete the edit process, click Save .

  4.  A Save message displays in the right corner to alert you that the action was completed.

   

• Deleting an Existing Problem Code Action, click More.

   

  1.  To delete an entire action, click Delete on the row to delete.
  
  Or, to delete the results code associated with an action, click Delete next to the results codes.

  2.  At the Delete Records prompt, click Yes to delete the record, or click No to escape from the delete routine.

  Example:

  

   

  3.  After you click Yes, the action is deleted.