To define a task outcome for a support provision classification

The procedure to define a task outcome for a support provision classification is as follows:

1. Navigate to Quick Menu > System > Cases and Tasks > System Case Task Outcome Types. The System Case Task Outcome Types window is displayed.
2. Click on New Outcome Type 1. All fields are activated ready for data entry.
3. Enter a Description for the new outcome type applicable to a support provision task into the field provided 2.
4. Using the Classification drop-down field, select the specific parameter value of Support.
5. Using the Data type drop-down field, select the desired format to define the outcome type - Date Only, Date Time, Decimal, Integer, Lookup, Multi Lookup, Text, Time Only, True or False.
6. Specify the required response data type criteria, range or lookup list to control the permitted entries. Optionally, where Lookup is selected, an arbitrary list of parameters can be defined that are specific to this support provision outcome type. This requisite step is covered separately in the topic To define lookup values for a support provision task outcome.
7. Using the Companies drop-down field, multi-select all companies for which this task-oriented outcome type is applicable, or choose the All option, as required 1.
8. Choose an Effective from date for this outcome type i.e. the date on which it came into effect 3.
9. Choose an Effective to date if the outcome type is to be reviewed on a specific date or to capture a change of circumstances; a blank field means the record will never expire.
10. Click on Save. The new support provision outcome type is displayed in the alphabetical list, underneath the Support classification heading 4.

Tip

1 Where only a small number of parameter values are not required, activate the All tick box first and then deselect individual items from the full list, as appropriate; the All tick box will be automatically removed once an item is deselected.

Note

1 Upon first access, all fields are automatically activated ready for data entry; hence the New Outcome Type button is inactive.

2 System validation rules ensure that within the same classification heading the description entered for each new outcome type is unique for the effective period.

3 The Effective from date defaults to the current system date and cannot be left blank.

4 To amend the details of an existing outcome type, expand the Support classification heading and select an entry from the alphabetical list (or type its name into the Search Outcome Types field) and repeat steps 9 and 10. By default the list is filtered to show Current outcome types. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All combinations. Only a limited number of fields can be updated once a record has been created.

See related topics...

Support provision configuration management overview

To define lookup values for a support provision task outcome

To create a new support provision task definition