Enhanced Inquiry - Service Management View Actions

Use the Actions area of the Service Management View to see the Actions assigned to work orders. Work Order Actions can be a check list or workflow of things that need to be done after a work order is completed when applicable. Actions generally require further input and are similar to tasks in that they are a reminder that additional steps are needed after a work order is completed. Actions are for items that are generally manual and that require users to process separately.

An action is tied to specific problem task codes and specific result codes. When a work order is completed, either through EDIFICE, or from mobile work orders, any actions that are assigned to the problem task code, and that have a matching result code if *ALL* wasn't specified, are created. The Actions will show in the Actions area of the Service Management View and can be filtered by Status as seen below.

Notes:

Actions are only available in the Enhanced Inquiry.
Actions are separate from Work Order Automation events, which are more automatic, or can be automatic, and do not require as much, if any, user action.
To use Actions, they must first be set up for Problem Task codes and Results codes. For more information, see Problem Code Actions Maintenance.

Directions:

From the Enhanced Inquiry, click View, click Service Management and then, click Actions.

Enhanced Inquiry - Service Management View Actions Example:

Service Management View - Actions Prompts
Managing Actions The Actions tab displays a count of the current actions associated with the selected statuses and the specified date range as seen here:
Last	To limit the list of Actions to ones entered as of the last week, month or year, click a choice: Week, Month or Year
Date Range	To limit the list of Actions to ones entered during a specified time period, enter the beginning and ending dates in the dates fields.
Status	To specify the Actions to display based on their status, click to check the desired boxes. Multiple Statuses can be selected.
	To process an action, click to highlight the desired row and then, click Process Action. Tips: For change outs, the Change Out Connection Wizard opens for additional information to be entered. For Interim Reads, the Create Interim Reading Wizard opens for additional information to be entered. For Add New Task, the Add Task window opens for a new task to be added to the Task Manager and Timeline.
Right-click Options To see additional options, right-click. Below is an example.
	To change the Status of the Action for the highlighted work order to completed without processing it, select Mark Completed.
	To change the Status of the Action for the highlighted work order to deleted without processing it, select Delete.
	To load the location information for the highlighted Action, select Load Location.
	To expand all rows in the grid, click Expand All. To collapse all rows in the grid, click Collapse All.
	To copy the information highlighted in the selected rows, click Copy.
Printing & Exporting Functions These functions can be handy for further manipulating or formatting the data or sending copies to coworkers. In addition, Print and Print Preview functions are available.
	To begin printing the displayed information to the default Windows printer, click Print. The Print dialog opens.
	To print to the Print Preview window, click Print Preview.
	To create a Microsoft Excel spreadsheet from the selected information, click Save as Excel. Then, follow the normal Windows® save procedure listed below. Tips: This can be handy if you want to further manipulate the report data. Save as Excel is only available for the Table presentation.
	To create a PDF document from the selected information, click Save as PDF. Then, follow the normal Windows® save procedure listed below.
	To create a Microsoft Word document from the selected information, click Save as Word. Then, follow the normal Windows® save procedure listed below. Tips: This can be handy if you want to change the heading or print the report on letterhead. Save as Word is only available for the Table presentation.
Window Save As	The Windows Save As steps: At the Save In field, navigate to the desired location. At the File Name field, enter a file name. The Save as Type is set based on the Save as selected: Excel document to save as an Excel file. PDF to save as a PDF document. Word Document to save as a Word document. PNG to save as a PNG image. Click Save .