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. For example, a code can specify to add lubricant to a pump. Cause codes identify what caused the component or type of component to fail, in other words the root cause of the problem. Failure codes identify the reason the equipment failed. Finally, problem codes identify the observed equipment failure, such as a leak from a faucet or the overheating of a pump.

To set up closing codes:

Select Equipment > Setup > Closing Codes.
Click New Record.
Specify the Closing Code, Type, and Group.
The closing code will display in a tree of closing codes in lookups grouped by selected type.
Note: If you specify Symptom for the Type, the Group and Enable for Part Failures are protected.
Select the Out of Service check box to mark the closing code out of service so that the closing code will not display in lookups.
Select the Valid for all Equipment Classes check box 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.

Note: If classes have been created for the closing code, you cannot select General.
Select the Enable for Work Orders check box to display closing codes for work orders.
Select the Enable for Part Failures check box to display this closing code for part failures.
Click Save Record.