Process

Access the Process tab.

1. Copy the text

Use this processing option to specify whether the system copies media object text when you copy a case. Values are:

Blank: Do not copy media object text.

1: Copy media object text.

2. Date/Time stamp

Use this processing option to determine where the Date/Time Stamp is printed in the comments area. You can choose to have the date/time stamp precede the comments (at the top) or after the comments (at the bottom). Values are:

Blank: Print the date/time stamp on top of comments.

1: Print the date/time stamp at the bottom of comments.

3. Protect the Provider Group

Use this processing option to indicate whether the queue number can be changed. Values are:

Blank: Allow changes to the queue number.

2: Do not allow changes to the queue number.

4. Protect Pricing Method

Use this processing option to specify whether the system prevents changes to the pricing method when you create a maintenance request. Values are:

Blank: Allow changes to the pricing method.

1: Prevent changes to the pricing method.

Note: If you allow changes to the pricing method, you can choose the flat rate pricing method, or the time and materials pricing method.

5. Customer inconsistent with Equipment Master

Use this processing option to specify whether the system verifies that the customer number on the case matches the customer number on the equipment master. If the customer numbers are different, you can specify whether the system updates the equipment master. Values are:

Blank: Do not compare the customer numbers.

1: Display a prompt to update the customer number on the equipment master to match the customer number on the case.

2: Automatically update the customer number on the equipment master to match the case customer number.

6. Site inconsistent with Equipment Master

Use this processing option to specify whether the system verifies that the site number for the case matches the equipment master site number. If the site numbers are different, you can specify whether the system updates the equipment master. Values are:

Blank: Do not compare the site numbers.

1: Display a prompt to update the site number to the equipment master to match the case site number.

2: Automatically update the site number to the equipment master to match the case site number.

7. Validate assignee in Provider Group

Use this processing option to determine when the assignee that is entered is set up in the queue. Values are:

Blank: Do not check whether assignee is in queue.

1: Display error when assignee is in queue.

2: Display warning when assignee is in queue.

8. Check required fields

Use this processing option to specify whether the system verifies that there is information in the required fields. You define which fields are required in the Required Fields Setup (P1759) program or Status Rules Setup. Values are:

Blank: Do not check the required fields.

1: Check the required fields.

9. Bill for Cases

Use this processing option to specify whether to bill for maintenance requests. You must activate this processing option if you need to enter billing information for maintenance requests. Values are:

Blank: Do not bill for maintenance requests.

1: Bill for maintenance requests.

10. Next Number Processing

Use this processing option to specify whether the system captures next numbers that are temporarily assigned, but not used on permanent records. Values are:

Blank: Do not capture burned next numbers.

1: Save burned next numbers as status 3.