Create an outcome cause type

Audience: Dispatchers and administrators

Explain why a work order (WO) resulted in a specific outcome. Outcome cause types standardize how interventions are finalized and determine whether an activity is considered successfully closed or requires rescheduling.

Prerequisite

Before you start, to understand more about outcomes, see Configure outcomes.

Follow the UI path

All following instructions start from this system path:

Configuration > Core > Work Order Management > Accounting > Outcome Causes Type

Search for an outcome cause type

To find a particular type of outcome cause type:

1. In the Search tab, enter one or more search criteria.

2. Click Search.

Add a new outcome cause type

To make a new type of outcome cause:

1. On the Outcome cause type page, click the + New button.

2. Enter:

   • Code: The outcome cause type’s unique ID.

   • Description: The outcome cause type’s description.

3. As needed, configure these parameters:

   • Visible: Check if you want the outcome cause type active.

   • Success: Check if you want the outcome cause type to be a success.

   • Order: Enter the order in which the outcome cause type appears.

   • Color: Select the color the outcome cause type displays.

4. Click Insert.

Edit an outcome cause type

To modify a type of outcome cause:

1. In the Outcome cause type list, click on outcome cause type.

2. In the Outcome cause type popup, edit the type’s information as necessary.

3. Click Save.

What’s next

• To add a new reason a technician can use to debrief, see Configure outcome causes.

• To add a new outcome class that determines if an intervention is valid, see Create outcome classes.