Creating service codes

Create service codes that identify work request problems to add to service requests. You can create a service code based on a standard work order and the system will populate a service description and priority.

To create service codes:

  1. Open the Service Codes form.
  2. Click New Record.
  3. Organization—Enter the organization to which the service code belongs if you use multi-organization security.
  4. Service Code—Enter a code identifying the service code, and then enter a description in the adjacent field.
  5. Property—Enter the property with which to associate the service code.
  6. System—Enter the system equipment with which to associate the service code.
  7. Standard WO—Enter the standard work order with which to associate the service code.
  8. Customer Selectable—Select to allow callers to choose this service code on a service request.
  9. Billable—Select to indicate that this service code is billable on a service request. If selected, the system also marks the service request as Billable on the Closing tab of the Service Requests form.
  10. Std. Response Time—Enter, in minutes, the standard response time of the service code to use as a benchmark for evaluating response times to service requests that reference this service code.
  11. Estimated Cost—Enter the estimated cost of the service code.
  12. Priority—Enter the priority level of the service code.
  13. Click Save Record.