Manage Resolution Code

Managing resolution codes in work orders is essential within an application's framework because they provide structured and standardized ways to categorize and document the outcomes of incidents, and requests. Resolution codes help identify recurring issues and patterns that require process improvements. By understanding the root causes of problems and the effectiveness of resolutions, organizations can implement changes to prevent similar issues in the future.

Using the following widgets resolution codes of a work order can be managed:

• View
• Edit

View

The view widget on the work order resolution codes list page offers a comprehensive snapshot of resolution codes within an application. This widget presents a structured display that allows users to review details such as code names, descriptions, and associated attributes. By providing an organized and user-friendly interface, the view widget simplifies understanding and managing resolution codes. Additionally, the view widget aids in maintaining a standardized approach to using resolution codes across the organization, thereby improving consistency and data-driven decision-making.

• Filter
• Search
• Export

Filter

Filters allow users to quickly locate specific resolution codes based on criteria such as code names, descriptions, or associated attributes. With a large number of resolution codes, filters help users manage and organize them effectively. Filters enable users to create customized views of resolution codes based on their roles or preferences, reducing visual clutter and enhancing usability.

To add a new Filter, perform the following steps:

1. Navigate to  Home > User Dashboard.
   
   
2. Select Application.

   Role selection dropdown list is displayed.

3. Select Administrator.

   The modules page is displayed.

4. Select Work Order.
   
   
5. Navigate to Configurations > WO Masters > Resolution Code.

   A list of Resolution Codes is displayed.
   Figure: Resolution Code List

6.  Select View.
   A list of views and an option to add a new view is displayed.
   Figure: Add New View
   
   
7.  Click Add New View.
   An option to add a new filter is displayed.
   Figure: Add Filter
   
   
8.  Click Add Filter.
   Filter list is displayed.
   Figure: Filter List
   
   
9.  Select the Filter element.
   Choose the conditional operator for the filter element.
   Figure: Conditional Filter
   
   
10.  Click Apply.
    The filtered list is displayed on the Resolution Code list.
    Figure: Filtered list
    
    
11.  Select Save as New View.
    Define the view using a new name.
    
    
12. Enter View Name.
    Figure: Save as New View
    
    
13.  Click Save.

Icon	Description
	Indicates Filter icon, if a number is pinned to the icon, it represents the count of filters applied.
	Indicates Pencil icon, that allows to edit the Filter on View list.
	Indicates the Delete icon, which deletes the view. Upon deleting the following pop-up message is displayed. Click Delete. Figure: Delete View

Search

The search widget on the work order resolution codes list page enhances accessibility and efficiency in managing resolution codes within an Application. This widget allows users to swiftly locate specific resolution codes by entering keywords, code names, or relevant attributes. By providing quick access to targeted information, the search widget streamlines the process of associating the right resolution codes with work orders, contributing to accurate effective problem-solving. It also aids in analyzing trends, ensuring consistency, and maintaining an organized repository of resolution codes for improved service quality and operational excellence.

The search icon  option allows you to search for the relevant details from the list.

Figure: Resolution Code Search

Export

The Export to Excel widget on the work order resolution codes list page is a powerful tool within an application. This widget empowers users to extract the displayed resolution code data into an Excel spreadsheet format, enabling in-depth analysis and manipulation. By exporting to Excel, users can conduct thorough data examination, create custom reports, and perform trend analysis on resolution code usage. This functionality enhances data-driven decision-making and supports reporting needs by providing a structured and versatile format for resolution code information. Ultimately, the export to Excel widget contributes to improved data management, efficiency, and insight generation within the organization.

To export the list items to an Excel, perform the following steps:

1. Click Export Icon .
   The Export to Excel option is displayed.
   Figure: Export
   
   
2.  Click Export to Excel.
   Options for exporting the data are displayed.
   Figure: Export to Excel
   
   
3.  Choose an option between Export Current Page or Export All.
   
   
4.  The exported file is saved to your system.
   Figure: Exported Resolution Codes

Edit

Editing configured resolution codes for work orders from the resolution code list is highly advantageous within an application. This functionality empowers administrators to modify and refine resolution codes based on evolving needs and emerging trends. By offering the ability to edit, organizations can ensure that their resolution codes remain accurate and aligned with current practices, enhancing the precision of work orders and problem-solving processes. This feature also enables continuous improvement by adapting resolution codes to changing scenarios and optimizing their relevance, ultimately leading to better categorization, improved reporting, and enhanced decision-making throughout the application's lifecycle.

To edit a resolution code, perform the following steps:

1. Navigate to  Home > User Dashboard.
   
   
2. Select Application.
   Role selection dropdown list is displayed.
   
   
3. Select Administrator.
   
   
4. Select Work Order as a module.
   
   
5. Navigate to Configurations > WO Masters > Resolution Code.
   
   
6. Select WO Resolution Code.
   Configuration page is displayed.
   
   
7. Make the required changes.
   
   
8. Click Save.