Configure Closure Code

In the context of Work Order Management, a Closure Code is a predefined label or category used to specify the reason or status upon completing a work order.

• Overview

• Configure Closure Code

Overview

A Closure Code in a Work Order refers to a predefined code or label used to indicate the reason for closing the Work Order. When a particular Work Order is completed, resolved, or no longer required, the user selects an appropriate closure code from a predefined list to signify the reason for closing the work item.

Configure Closure Code

Closure Codes provide a standardized way to categorize and document the outcomes of Work Orders. Standardization ensures consistency and uniformity in data entry, making analyzing and reporting on the data easier.

To configure a Closure Code, perform the following steps:

1.  Log in to the Apex application.
   

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

3. Click New to configure Closure Code.
   
   Figure: Closure Code - List
   

4. Select and enter appropriate values for the mandatory fields.
   

   Figure: Closure Code Configuration

5. Enter the appropriate details in the required fields.
   
   Refer to the following table for Field Description:

   Field	Description
   Tenant	Select Tenant from the field dropdown.
   WO Closure Code	Enter Closure Code for Work Order. Note Hover on the info icon to view the information message about the field. The message is as follows: "Standardized codes are used to identify the reason why a work order was closed, facilitating better reporting, analysis, and decision-making for IT Teams."
   Description	Enter the description about the Closure Code.
   Sort Order	Specify a value to set the sort order for the Closure Code. Note The Sort Order field accepts values from 0 to 999. The Closure Code is executed alphabetically on the pages irrespective of the number of Closure Codes that are configured with the same Sort Order or without any sort order. Example: If Closure Code 1 (Resolved) is configured with Sort Order value 1. Closure Code 2 (Auto Closed) is configured with Sort Order value 2. Closure Code 1 (Resolved) is placed on top of Closure Code 2 (Auto Closed) across all the pages.
   Active	Enable Active control, it indicates that the Closure Code is Active across all the pages wherever it is used. By default, this is inactive.
   Default	Enable Default control, it indicates that the Closure Code is set as Default and this value will be considered as Default value when used. By default, this value is set to non-default.

6. Click Save.
   Configured Closure Code is displayed on the list page.