When you configure a specific outcome cause, technicians can block a work order (WO) in the field and flag it for a skills review. Then, back-office users can review and modify skills in the Work Order Management interface’s Accounting Monitor.
Configure outcome causes
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Navigate to Configuration > Core > Work Order Management > Accounting > Outcome Causes.
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In the Outcome Causes table, right click an outcome cause and click Modify
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In the Outcome Cause window, set:
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Class to
Rescheduling. -
Cause Type to
Negative. -
Outcome Type to
Blocking.
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Select Enable Insufficient Skills.
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When you enable this function, the system assigns WOs to the Dynamic Skill process, which allows users to add new skills or tools to the specific WO record.
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Click Save.
Note: A validation message informs you of the necessary conditions to save a record. The Class, Cause Type, or Outcome Type must match the required values to save.