This function is used to manage the settings for the customization of the Service response entry screens.

A standard intervention entry transaction is initialized during the software installation. It can be modified or deleted with the aid of this option, which can also be used to create new ones.

It is possible to set up several different transactions for the workbench. Each transaction, identified by a code and a title, appears in a selection window during the call to the "Intervention" option.

Prerequisite

SEEREFERTTO Refer to documentation Implementation

Screen management

The setup is carried out by entering information into the header and five tabs that contain those fields that can be set up.

Header

Transaction header

The transaction header allows the user to create new transaction codes or to look for existing transactions to be modified or deleted.

A transaction can be assigned to one or more users at the menu Profile level.

Transaction

This is the code identifying the Interventions entry transaction setup.

A description is assigned to each setup transaction code. These are the two items of information that appear in the selection window proposed at the start of the Interventions entry.

Access code

The transactions can be filtered according to operators, thanks to the use of an access code : if the field is entered, only the users who have this access code in their profile will be able to access the transaction.

If several transactions are set up for a function, and the user only has access to one of them because of the access codes, the selection window is no longer offered: access is by direct entry.

Active

This field is used to activate or deactivate the selected entry transaction.

Tab Parameter Definitions

This tab is used to manage the presence of different functionalities in the Intervention entry transaction :

  • Addresses
  • Resources
  • Consumptions  

When a functionality is activated, the detail of the managed information is defined in the following tabs.

Tab Service Responses

It is necessary to define in this tab the method of managing certain fields in the Interventions entry screen, in particular specifying for each of the proposed fields whether they are :

  • Hidden: The field is not shown on the screen, but it can be initialized with default values, according to other setups that control its update.
  • Displayed: This field is displayed, but not accessible in entry mode. If the setups control the update of the field, the default value appears and it is not modifiable by the operator.
  • Entered: The field is present on the screen and is accessible in entry mode. It can be initialized with a modifiable default value.

The proposed fields are :

  • Subcontracted
  • Sub-contracted amount
  • Additional information
  • Actual time passed

Tab Addresses

This tab is used to define the method of managing certain fields linked to the addresses in the Interventions entry screen by deciding for each field proposed whether they are :

  • Hidden: The field is not shown on the screen, but it can be initialized with default values, according to other setups that control its update.
  • Displayed: This field is displayed, but not accessible in entry mode. If the setups control the update of the field, the default value appears and it is not modifiable by the operator.
  • Entered: The field is present on the screen and is accessible in entry mode. It can be initialized with a modifiable default value.

The proposed fields are :

  • Distance
  • Estimated duration
  • Specific indications

Tab Consumptions

In this tab it is necessary to define the method of managing certain fields in the Consumptions entry screen, in particular specifying for each of the fields proposed, whether they are :

  • Hidden: The field is not shown on the screen, but it can be initialized with default values, according to other setups that control its update.
  • Displayed: This field is displayed, but not accessible in entry mode. If the setups control the update of the field, the default value appears and it is not modifiable by the operator.
  • Entered: The field is present on the screen and is accessible in entry mode. It can be initialized with a modifiable default value.

The Time management field determines the presence of the Time management section in the Interventions consumptions tab.

Tab Browsers

In this function, the following fields can be accessed:

  • Header sections,
  • Stock movement sections,
  • Line distribution.

Tab Browsers

The Browsers tab is used to define the additional left list browsers in the Service request object.
This tab is used to specify the different additional browsers that will be added by the entry transaction.
This requires the entry of the specific browsers, as well as the filter applied for the display of their contents.

Last read

Display

It is possible to activate the display of the last record read in the customer base management function via this field.

In first position

This field is used to place the last read list in first position of the left lists.

Reports

By default, the following reports are associated with this function :

  PRTSCR : Screen print

This can be changed using a different setup.

Validation

At the end of the entry, the [Validation] button makes it possible to save the performed setup and trigger the generation of the corresponding screens.

Copy

This button allows the user to copy the transaction to another folder.

It is possible to copy the selected transaction to a group of folders in a single environment, the field All folders is provided for this.

Error messages

The only error messages are the generic ones.

Tables used

SEEREFERTTO Refer to documentation Implementation