To define a custom repair status code

The procedure to define a custom repair status code is as follows:

1. Navigate to Quick Menu > Repairs > Configuration > Status Codes. The Status Code Details window is displayed.
2. Click on New Status. All fields are activated ready for data entry.
3. Enter a name for the custom repair Status code into the field provided 1 1.
4. Enter a Description for the repair status code into the field provided.
5. Using the Company drop-down field, multi-select all companies for which this status code is relevant, or choose the All option, as required 2.
6. Using the Master status drop-down field, select an appropriate parameter value to reflect the overarching status for the new code i.e. Entered, Open, Awaiting Authorisation, Awaiting Variation Authorisation, Issued, Work In Progress, On Hold, Partially Complete, Complete, Cancelled, Fully Invoiced, etc.
7. Using the Applicable to drop-down field, select an appropriate entity to which the status code applies i.e. Inspection, Quote, Request, Statement, Task, Variation, Works Order, Planned Program, Planned Program Asset 2.
8. Where the repair status code is the default progression setting for the overarching master status, activate the Map to default master tick box provided 3.
9. Activate the Send to mobile attribute in circumstances where the repair status code is applicable to work fulfilment activities recorded through the Cx Mobile companion.
10. Optionally, where the repair status code is applicable to a Works Order entity, use the additional Finance code method field to capture the name of a bespoke SQL stored procedure, employed to derive a unique accounting reference for each new order once this progression status is reached 4.
11. Choose an Effective from date for this repair status code i.e. the date on which it came into effect 5.
12. Choose an Effective to date if the repair status code is to be reviewed on a specific date or to capture a change of circumstances; a blank field means the parameter will be continually valid.
13. Click on Save 6.

Tip

1 To aid in identification purposes, it is good practice to devise and uphold a consistent naming convention for all custom repair status codes, including a reference to the overarching master status.

2 Where only a small number of parameter values are not required, activate the tick box first and then deselect items using the drop-down field; the tick box will be automatically removed once an item is deselected.

Note

1 System validation rules ensure that the name entered for each repair status code is unique for the effective period.

2 The entity values available for selection are filtered according to the chosen Master status code.

3 Only one repair status code can be assigned as the default for a specific master status classification within a single company; where an existing status code already has this setting the end user will need to reaffirm one or the other.

4 Typically, finance codes will be 5 or 7 digits in length, and automatically appended to the works order once this progression status is assigned.

5 The Effective from date defaults to the current system date and cannot be left blank.

6 To amend the details of an existing parameter, expand an entity heading and select a repair status code from the alphabetical list, or type its name into the Search Status field. By default the list is filtered to show Current status codes. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All combinations. Only a limited number of fields can be updated once a record has been created.

See related topics...

To define a case trigger rule for a repair status code

To link a communication definition to a repair status code