Setting up closing codes

The system contains four types of closing codes—action codes, cause codes, failure codes, and problem codes. Action codes describe the steps necessary to correct the problem (e.g., add lubricant to a pump). Cause codes identify what caused the component or type of component to fail, i.e., the root cause of the problem. Failure codes identify the reason the equipment failed. Finally, problem codes identify the observed equipment failure (e.g., a leak from a faucet or the overheating of a pump).

To set up closing codes:

  1. Open the Closing Codes form.
  2. Click New Record.
  3. Closing Code—Enter the name of the closing code, and then enter a description of the closing code in the adjacent field.
  4. Type—Select the type of closing code.
  5. Group—Enter the group to which to associate the closing code. This closing code will display in a tree of closing codes in lookups grouped as selected.
  6. Out of Service——Select to mark the closing code out of service so that the closing code won't display in lookups.
  7. Valid for all Equipment Classes—Select to make the closing code available to associate with any equipment regardless of the class defined for the equipment. General closing codes apply to general terms. See Associating Closing Codes with Classes.
    Note: If classes have been created for the closing code, you cannot select General.
  8. Enable for Work Orders—Select to display this closing codes for work orders.
  9. Enable for Part Failures—Select to display this closing code for part failures.
  10. Click Save Record.