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FieldLogs

Creating a Reason Code

A Reason Code is a code to quickly identify Causes, Actions or Resolutions:

  • A Cause is a reason why a Flag is raised.

    For example: "Broken tool".

  • An Action is an action needed to solve the Flag that is raised.

    For example: "Order a new tool".

  • A Resolution indicates the action needed to solve the raised Flag is accomplished.

    For example: "Tool supplied".

For example, you have three Reason Codes: Heat damage, Broken tool and Weather-related issues. If a tool breaks during a task, the Cause will be a “Broken tool”.

So, when you raise a Flag, for the Cause, you will use the Reason Code "Broken tool".

A Reason Code can be linked to multiple flags.

To create a Reason Code:

  1. On the main menu, go to Enterprise > Flagging & More > Reason Codes.

    main_menu_RC.png

    The page Reason Codes appears.

    PageReasonCode.png

  2. Click Create Reason Code button or expand the dropdown to select Create Reason Code option as shown below.

    ClickCreateReasonCode.png
    ReasonCodeDropdown.png

    The below dialog appears.

    ReasonCodeDialog.png

  3. Enter Code.

    Code.png

  4. Enter Name.

    Name.png

  5. [Optional] Choose Custom ID.

    The Custom ID is only for your own use as every Reason Code has a complex internal ID number at the creation. The Custom ID is a useful solution to index your Reason Code.

  6. [Optional] Enter Description.

  7. Click icon_c.png and select an Icon.

    Icon_selection.png

  8. You can search through the search option, or you can select an Icon from the list as shown below.

    Icon_selecting.png

  9. Click Select a Color as shown below.

    Select_a_color.png
    Icon_with_color.png

  10. If you already used a Color, Select last Color selected.

    Select_last_color_selected.png

  11. Click Create.

    Create_button.png

    The Reason Code is created.

    Result.png
Creating Reason Code Groups

Reason Code Groups will arrange the Reason Codes into categories, which helps the field employees to understand their use and find them quickly.

To create a Reason Code Group:

  1. On the main menu, go to Enterprise > Flagging & More > Reason Codes.

    main_menu_RC.png

  2. Expand the Create Reason Code dropdown to select the option Create Reason Code Group option.

    Create_Reason_code.png

    The dialog Create a Reason Codes Groups appears.

    ReasonCodesGroupDialog.png

  3. Enter Name.

    RC_Name.png

  4. [Optional] Choose Custom ID.

    The Custom ID is only for your own use as every Reason Codes Group has a complex internal ID number at the creation. The Custom ID is a useful solution to index your Reason Codes Groups.

  5. [Optional] Enter Description.

  6. Select one of the CAR categories from the options below.

    CAR_Categories.png

  7. Select the Reason Codes to the Groups as shown below.

    Selecting_groups.png

  8. Click Create.

    Create_RC.png

    The Reason Code Groups are created for the selected Reason Codes.

    Result_RC.png
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