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 3 Reason Codes: Heat damage, Broken tool and Weather-related issues. If a tool broke 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:
On the main menu, go to > > .
Click
as shown below.
Click .
Enter Code.
Enter Name.
Choose Custom ID [Optional].
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.
Enter Description [Optional].
Click
and select an Icon.
You can search through the search option, or you can select an Icon from the list as shown below.
Click Select a Color as shown below.
If you already used a Color, Select last Color selected.
Click .
The Reason Code is created.
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:
On the main menu, go to > > .
Click
as shown below.
Click
Select Reason Code Groups from the dropdown list as shown below.
Enter Name.
Choose Custom ID [Optional].
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.
Enter Description [Optional].
Select one of the CAR categories from the options below.
Select the Reason Codes to the Groups as shown below.
Click .
The Reason code Groups are created for the selected Reason Codes.
