Configure Classification

In Work Order Management Classification refers to categorizing work orders (or requests) based on predefined criteria in order to facilitate efficient handling and resolution. The classification process is critical in managing work orders as it helps ensure that each request is directed to the appropriate team or resource for resolution.

• Overview

• Configure Classification

Overview

Classification refers to the process of categorizing or organizing work orders based on predefined criteria or attributes. This can include the type of service required, the urgency or priority level, the department responsible, the specific issue or problem type, or any other relevant Classification.

Configure Classification

The purpose of Classification is to streamline the management and resolution of work orders by ensuring they are directed to the appropriate service teams and handled in a timely manner. Effective classification helps improve efficiency, maintain service quality, and enhance customer satisfaction by ensuring that work orders are processed according to their needs and significance.

To configure Classification, perform the following steps:

1. Log in to the Apex application as an Application Administrator.
   

2. Navigate to Design Studio > Service Management > Work Order > Configurations > WO Masters > Classification.
   

3. Select Tenant from the dropdown list.
   
   Figure: Classification - Tenant

4. List of configured Classifications is displayed, along with option to create a new Classification by performing right click action on the specific node. To view the pop-over message Right click any node to perform actions, hover inside the WO Classification frame as displayed below.
   

   Figure: Classification Tree
   

5. Right-click on any node to perform the actions.
   A list of Action items is displayed and the node is highlighted.
   
   Figure: WO Node Actions
   

   Note

   If the Create Root Node is selected then No action is performed on the selected node.

   
   For more information on the node actions, refer to the following:
   

   Create Root Node

   Enable the Admin to Create Root Node as a new Classification. Enter the Classification Name in the WO Classification field.
   Example: Software (Root Node)

   
   Figure: Root Node  

   Create Child Node

   Enable the Admin to Create Child Node under the selected Root Node Classification. Enter the Classification Name in the WO Classification under the Root Node.
   
   Example: Software (Root Node)
   Installation (Child Node)
   

   

   Figure: Child Node

   Rename

   Enable the Admin to Rename the selected Classification.

   

   Figure: Rename

   Deactivate

   Enable the Admin to Deactivate the Classification. Applicable for Root and Child Nodes. Right click and select Deactivate. Upon deactivating the Classification, it is represented using the  Orange color vertical line.

   

   Figure: Deactivated Classification

   Activate

   Enable the Admin to Activate the Deactivated Classification. Right Click and select Activate.

   

   Figure: Activate

   The activated Classification is displayed as below.

   

   Figure: Activated Classification

   Set as Default

   Enable the Admin to set the selected Classification as Default. Right click and select Set as Default. Upon setting the Classification as a default value, it is represented using the  Green color vertical line.

   

   Figure: Set as Default

   Remove as Default

   Enable the Admin to Remove the Classification as Default. Right click and select Remove as Default. Upon removing the Classification as a default value, it displays as initial.

   
   Figure: Remove as Default

   Add Icon

   Enable the Admin to Add an icon to the Classification. Right click and select Add Icon. Select and upload the file from your local directory.

   

   Figure: Add Icon

   Add Description

   Enable the Admin to add a description to the configured Classification. Right click and select Add Description. Enter the details about the Classification.

   

   Figure: Add Description

   Hover on the Classification to view the description.

   

   Figure: Classification Description

6. Click Save to add the configured Classification to the selected Tenant. Upon clicking Cancel you will be navigated to the Classification configuration screen and Reset will erase the configuration you made and displays the initial screen.