Manage Resolution Code
  • 04 Apr 2024
  • 4 Minutes to read
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Manage Resolution Code

  • PDF

Article summary

Access to view the list of configured Resolution Codes for Problem Records is an essential part of managing the Resolution Code. Viewing the configured Resolution Code allows you to stay updated with important notifications, additional information, or clarifications directly through the platform. This helps in maintaining transparency and accountability.

View

You can view the list of configured Resolution Codes for Problem Records using following options:

To view the list of configured Resolution Codes and view any specific Resolution Code, perform the following steps:

  1. Navigate to Service Management.
  2. Select Module > Problem > Configurations > Problem Masters > Resolution Code.
  3. The Resolution Code list page is displayed. A sample screenshot is shown below:
    Figure: Resolution Code - List Page
    A specific list of Resolution Code can be viewed based on applied filters or search criteria.
  4. Click icon to view the details of the configured Resolution Code.
  5. The Resolution Code ID details page is displayed. Click Cancel to close the details page and return to the Resolution Code list page.
    Figure: Resolution Code details page
  6. Click icon to view the Resolution Code in a new tab or in a new window.
  7. The Resolution Code details page is displayed. Click Reset to clear all the filed in details. Click Cancel to exit the process and go back to the list page without making any changes. Click Save to save the updated information on the Resolution Code details page.
    Figure: Resolution Code details page

Grid

Manage how you want to view the list of configured Pending Reasons using two different views.
Figure: Grid and list view

To view the configured Resolution Code(s) list page in different views, perform the following steps. 

  1. On the Resolution Code list page, click Grid icon on the top right corner just above the list of forms. It displays all configured Resolution Code(s) in a grid view. The information for an individual form is displayed in tabular form.
  2. On the Resolution Code list page, click List icon on the top right corner just above the list of forms. It displays all configured Resolution Code(s) in a list view.

Filters

You have the provision to apply filters on all of the columns or on an individual column. This functionality allows you to control the exclusion or inclusion of specific data as per your requirement. You can focus on the required data with better analyzation. You can apply filters on individual columns as well as per your requirement.

To apply filters on individual columns, perform the following steps:

  1. On the list page, click the filter associated with individual column. A sample screenshot is shown below:
    Figure: Filters - Individual Column

  2.  Specify the filter criteria based on your requirement. A sample screenshot is shown below:
    Figure: Filters - popup

  3. Click the Filter icon to view the following filter options. Select the Match All or Match Any option from the list to filter the data based on the condition selected. The Match All option is selected, by default.

  4. Select the option to compare the data based on the conditions. Available options are as follows:
    • Starts With
    • Contains
    • Not contains
    • Ends with
    • Equals
    • Not equals
    • Less than
    • Less than or equal to
    • Greater than
    • Greater than or equal to
    • Date is 
    • Date is not
    • Date is before
    • Date is after
    • Active
    • Not Active
      Note
      The following filter options are available for numeric column values:
      • Less than
      • Less than or equal to
      • Greater than
      • Greater than or equal to
      The following filter options are available for date column values:
      • Date is 
      • Date is not
      • Date is before
      • Date is after

      The following filter options are available for toggle switch Active:

      • Active
      • Not Active 
  5. You can click Clear to clear the configured filter and click Apply to set the filter condition.

You can change which columns will appear on the Resolution Code list page in which order by clicking icon.
Figure: Show columns <need to update the screenshot>

You can drag the column up and down as per the requirement to reorder the display of columns.
Figure: Sort columns

Add or remove the columns to be displayed on the Resolution Code list page by clicking on the checkbox next to the columns. (Refer the below sample screenshot)
Figure: Add columns - list page

Click Save to save the new view of columns for the Resolution Code list page. Click Cancel to revert all the changes made and close the pop-up. Click Clear All to remove all the applied column view settings.

Search

The Search function enables you to search the configured Resolution Code(s). You can click the search icon and type the specific Resolution Code ID or the description for the Resolution Code which you want to search. The application displays the result in the result section for the typed Resolution Code. A sample screenshot is shown below:

Figure: Search PR Resolution Code

Click (close icon) to clear the searched criteria entered.

Edit

The edit Resolution Code(s) enables you to edit configured Resolution Code details based on the requirement.

To edit Resolution Code(s) details, perform the following steps:

  1. Navigate to Service Management.
  2. Select Module > Problem > Configurations > Problem  Masters > Resolution Code. The Resolution Code list page is displayed.
  3. Click the ID hyperlink to view the configured Resolution Code details for the Problem Record.Figure: Resolution Code ID Details page

  4.  Update the required details on the Resolution Code ID details page and click Save to save the updated details. Click Reset to clear all the input details. Click Cancel to exit the edit page without making any changes in the Resolution Code ID details page.

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