Edit intervention groups

Change how technical data sheets are generated and managed on mobile. You can also modify what data technicians must collect.

Prerequisite

Before you start:

• To create an intervention group to edit, see Add intervention groups.

Follow the UI path

All following instructions start from this system path:

1. Navigate to Configuration > Core > Work Order Management > Accounting > Intervention Groups.

2. In the Search tab, enter desired parameters.

3. Click Search.

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

Edit group properties configuration

To edit an intervention group and define how data entry tabs look and interact with technicians:

1. Select Edit.

2. Update:

   • Description: The description of the intervention group.

   • Code: The external id related to the intervention group.

3. If needed, check these boxes:

   • Active: To enable the group.

   • Ignore attachments rules: To disable Attachments rules.

   • Remove existing meter: If the activity requires a meter extraction.

4. In the Tab section, click Modify. 

5. If needed, select the order to follow.

6. For each card, select a status from the dropdown:

   • Mandatory

   • Read only

   • Not mandatory

   • Invisible.

7. Click Modify.

8. For technician notes, define:

   • Status.

   • Min/max records.

9. Click Save.

Edit application logic rules

To edit the conditions that trigger this intervention group to execute an activity on field:

1. Select Edit rules.

2. In the intervention group rules table, click on a desired row.

3. In the Modify rule tab, in the Rule type field, select one:

   • Causal: Associate the group with specific outcome causes with activities and service types.

   • Outcome type: Associate the group with broader outcome types (like “Success” or “Partial”).

4. In the Rule application parameters table, choose criteria from each of the columns:

   • Activities.

   • Service types.

   • Outcome causes.

5. Click Save.

Edit attachment rules

Edit the rules that manage which documents are mandatory for the current intervention group to attach onsite to close the activity:

1. Select Edit attachments rules.

2. In the Rules list, click the desired row.

3. In the Attachment rule window, enter the number of attachments the technician must upload:

   • Minimum.

   • Maximum.

4. Click Modify.

Edit the XML configuration

To customize data fields and validations that modify the intervention group’s XML:

1. Select Edit XML configuration.

2. In the XML configuration window, manually edit the tags to define field labels, data types, or custom validation logic.

3. Click Save.

Modify expected performance in final accounting

To edit the template related to the expected performance final accounting:

1. Select Modify expected performance in final accounting.

2. In the Expected performance in final accounting table, next to a description, click the Three dots menu.

3. Select Edit.

4. In the quantity field, enter a number.

5. Click Confirm.

Edit mobile cards rules

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

1. Select Mobile cards rules.

2. In the Mobile cards rules table, next to a description, click the Three dots menu.

3. Select Edit rule.

4. In the Edit rule window, change 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.

5. Click Save.

To complete the configuration of a measure card on mobile, see Configure measure cards on mobile.

See Configure dynamic form rules for FSM Mobile|Configure mobile cards.

What’s next

• To connect work orders with intervention groups, see Associate intervention groups with work orders.

• To enable measure cards data collection on mobile, see Configure measure cards on mobile.