Origination Codes

To add an origination code:

1. In the Add Origination Code field, enter a name for the origination code.

2. Click ADD.

   A dialog box opens asking you to confirm your choice.

3. Click OK.

Once you have created an origination code, you can further define it or edit it. To edit an origination code:

1. In the Origination Code field, select the origination code you want to edit.

2. In the Tab Order field, enter a numeric value.

   The Tab Order indicates the position, in menus, where this value will be listed. Lower numbered values are displayed toward the top of the list. Values will the same tab order will be sorted alphabetically.

3. In the Status field, select Active or Inactive.

   Inactive values remain in the system, but are not displayed to users.

4. In the Priority Description field, select a value.

5. In the SLA Reporting field, select a value to indicate whether the origination code should be included or excluded from SLA reports.

6. In the Calc SLA Using On Hold field, select a value.

   This value controls whether work requests with this origination code that have a status of On Hold are included or excluded from SLA calculations. If set to Yes, an On Hold request is included in SLA calculations, but the SLA time is increased by the length of business time during which the request was put on hold. If set to No, an On Hold request is dropped from the SLA calculation entirely. Regardless of this setting, all On Hold requests are excluded from SLA reports. For more information, see SLA On Hold.

7. In the Origination Group field, enter a value to define a grouping for this origination code, use for reporting purposed on the Logbook Dashboard Quick Report.
8. In the Requestor Notifications field, select a value to enable or disable requestor email notifications.
9. In the Edit Complete By Date field, select a value to enable or disable the ability to override the Complete By date when a work request is reclassified.

10. To change the name of the origination code, enter a value in the Rename field.

    All historical information will reflect the new value.

11. Specify one or more Default options:

    • Default – Selecting Yes makes this origination code the default value on the Create Request page.
    • Default Inspection – Selecting Yes makes this origination code the default value on the Create Inspection page.
    • Default Assignment To Creator – Selecting Yes causes requests with this origination code to override all assignment rules and assign the work request to the creator of the request. This only applies if the requestor is a full user and has the appropriate security rights; otherwise existing assignment rules will be followed.
    • Default Scheduled – Selecting Yes makes this origination code the default value on the Create Schedule page.
    • Default Project Work – Selecting Yes makes this origination code the default value on the Create Project page.
    • Default Provision – Selecting Yes makes this origination code the default value on the Create Provision page.
12. Click UPDATE.

Origination Codes that have not been used can be deleted from the system.

Origination Codes that have been used cannot be deleted, but they can be inactivated to prevent users from accessing them.

To delete an origination:

1. In the Origination Code field, select the origination code to delete.

2. Click Delete.

   A dialog box opens asking you to confirm your choice.

3. Click OK.