Add intervention groups

To generate and manage technical data sheets on mobile devices, add XML-based configurations. Indicate the data technicians must collect during an activity, such as meter readings, attachments, or installation details.

Prerequisites

Before you start:

• To understand how to configure intervention groups, see Understand intervention group configuration.

Follow the UI path

All following instructions start from this system path:

Configuration > Core > Work Order Management > Accounting > Intervention Groups.

Create intervention groups

To add new intervention groups:

1. On the Intervention groups page, click + New.

2. On the Enter intervention group page, enter information like:

   • Code: Enter unique external ID for the group.

   • Description: Enter the description of the intervention group.

   • Order: Enter what order the intervention group appears in.

   • Active: Check this box if the group is active.

   • Ignore attachments rules: Check this box if you want to disable Attachments rules.

   • Remove existing meter: Check this box if the workflow requires extracting an old device before installing a new one.

3. To define how plant features are updated on-field for a specific type of census, in the Associate facility consistence rule box, choose a rule or rules.

4. Specify which data tabs the technician sees on the mobile app.

   • See Set the visibility and attributes.

5. Click Insert.

Set the visibility and attributes

After you create the group, specify which data tabs the technician sees on mobile:

1. On the Intervention groups page, click on any of these tabs:

   • Existing measure group.

   • Existing converter.

   • Installed measure group.

   • Installed converter.

   • Accessory data.

   • Notification.

2. In the Fields list table, locate each of the fields you want the technician to see.

3. For each field, click the Three dots menu and select one of the following options for each field:

   • Not mandatory.

   • Mandatory.

   • Read only.

   • Invisible.

Duplicate configurations

To save time on complex XML setup, create a new group based on the current intervention group:

1. In the Search tab, enter desired parameters.

2. Click Search.

3. In the Intervention groups table, next to an intervention group, click the Three dots menu.

4. To generate a copy of the group, click Duplicate.

5. To make the new row’s description and code unique,  on the new row click the Three dots menu.

6. Select Edit.

7. In the Edit intervention group tab, make desired changes.

8. Click Modify.

Add mobile cards rules

To configure how specific mobile cards appear to different users or during different intervention states:

1. Select Mobile cards rules.

2. To define a combination of intervention state and user type, click + Add rule.

3. In the New rule window, enter information like:

   • Code: Enter a mandatory alphanumeric code to identity the rule.

   • Description: You can enter a description of how the rule works.

   • Active: You can check the box if the rule is active and searchable.

     • If you set a section (like “Existing Meter”) to “Invisible”, the system alerts you to remove the mobile card from these rules as well.

     • If you set a hidden section to “Visible”, you must explicitly add the card type back to the rule list here to ensure technicians can see it.

   • User types: Indicate which user types can use the rule.

   • Intervention states: Indicate which intervention states trigger the rule.

4. To update the mobile UI logic, click Save.

What’s next

• To modify intervention groups, their rules, or attachments, see Edit intervention groups.