System Codes
System codes are the codes that HelpMaster uses
throughout the entire program and are usually the options that appear in various
drop-down boxes on many of the screens. The system codes define the
context of your system because they give the different entities meaning
when they are associated with them.
This screen is restricted to Administrators of HelpMaster. Access is
granted via
Application Security Roles
Use
Use this screen to create, update and administer all the system codes that
are used throughout HelpMaster. System codes define, classify and help
organize your HelpMaster environment and configuration.
The following list show the different contexts in which the system codes are used.
- Job Status - Indicates
the current state of a job. Eg. Open, Closed, Being Tested etc. Each
job must have a job status.
-
Job Priority - The
urgency of a job. Each job must have a Priority code.
- Received By - How the
job was received. Eg. Telephone, E-Mail etc. Each job must have a Received
By code.
- Job Type - The type of
job. Eg. Complaint, Call, Request for Training etc. Each job must have a call type.
- Asset Status - The
current state of an asset. Eg. In use, Broken etc. Each Asset must have an Asset Status.
- Asset Type - The type
of asset. Eg. Printer, Computer etc. Each
Asset must be of an asset type.
- Skill Groups - A
grouping of staff members with particular skills, or physical location etc. Each staff member must belong to a
skill group.
- Keywords - Words which are often used for refined searches.
Adding System Codes
- Open the System Codes screen by using the Administration
menu >
System Codes button
- Open the System code type tree by clicking on the +'s until you reach
the category you require.
- Click on the node you wish the new System code to be placed under.
- Click on the New button. This will open the New System Code
screen.
- Enter the name of the code.
- Enter a description if desired.
- Click on OK.
The new System code has been placed in the tree under the Selected node.
Deleting System Codes
- Open the System Codes screen.
- Open the System code type tree by clicking on the +'s until you reach
the System code to be deleted.
- Click on the Delete button.
- Click on OK.
The System code has been deleted.
Modifying System Codes
- Open the System Codes screen.
- Open the System code type tree by clicking on the +'s until you reach
the System code to be modified.
- Click on the Update button. This will open the Edit System
Code screen.
- Make the modifications required.
- Click on OK.
Sorting System Codes
Use the sort option at the bottom-right of the screen to adjust the sort
order for each system code type. Click "Apply Order" to save the
changes.
System Codes PKID
Each system code has a unique database identity, known as its "PKID".
This number is used internally by HelpMaster to identify the system code.
This number is displayed at the lower-right corner of the edit screen.
This number can be used for custom SQL, report writers and system developers.
System Code Description
Whenever a system code is used throughout HelpMaster, when the user hovers over
the code in a drop-down box, the description for that code is displayed in the
bottom-left corner of the screen. This assists the user to select the most
appropriate code and gives a short description of what the code is.
See also
Custom fields
overview
Custom
user-defined data
Creating Custom System Codes
Assigning
Custom Data to Entity Screen
Undefinied System Codes
Permission to access this screen via
Application
Security Roles