Setting up closing codes

The system contains four types of closing codes: action codes, cause codes, failure codes, and problem codes. Action codes describe the steps necessary to correct the problem. For example, a code can specify to add lubricant to a pump. Cause codes identify what caused the component or type of component to fail, in other words the root cause of the problem. Failure codes identify the reason the equipment failed. Finally, problem codes identify the observed equipment failure, such as a leak from a faucet or the overheating of a pump.

To set up closing codes:

  1. Select Equipment > Setup > Closing Codes.
  2. Click New Record.
  3. Specify this information:
    Closing Code
    Specify the name of the closing code, and then specify a description of the closing code in the adjacent field.
    Type
    Select the type of closing code.
    Group
    Specify the group to which to associate the closing code. This closing code will display in a tree of closing codes in lookups grouped by selected type.
    Out of Service
    Specify to mark the closing code out of service so that the closing code will not display in lookups.
    Valid for all Equipment Classes
    Specify to make the closing code available to associate with any equipment regardless of the class defined for the equipment. General closing codes apply to general terms. See Associating Closing Codes with Classes.
    Note: If classes have been created for the closing code, you cannot select General.
    Enable for Work Orders
    Select to display this closing codes for work orders.
    Enable for Part Failures
    Select to display this closing code for part failures.
  4. Click Save Record.