How_do_I_set_up_service_order_departments_

How do I set up service order departments?

The Service Order Departments table stores the service order department name and the service order number range assigned to the service order department. Service order departments can add, edit, or delete service orders and action code assigned to service orders.


Adding a service order department

Create a new record for a service order department.

Do this...

1. Open Connect Utility Management > Organization > Service Order Departments.

2. Click New (CTRL+N).

 

Departments

Set up a departments to add, modify, or delete service orders. Choose which departments will be able to work on service orders.

 

 

3. Enter a Department.

This is a department name. Use the menu to select a department name from the master department table.

4. Enter a Description.

If you're using a master department, then this field will populate with the master department's description. If you're not using a master department, you'll need to fill in the description.  

5. Enter an Abbreviated Description.

If you're using a master department, then this field will populate with the master department's abbreviated description. If you're not u sing a master department, you'll need to fill in the abbreviated description.  


Personnel

Use the options on the Personnel tab to select the users who will work on service orders that are assigned to the current department.

 

 

6. Click the Personnel tab.

7. Click Select Personnel.

8. When the Selection form appears, move the user names to the Selected Personnel list.

9. Click OK.

The user names appear in the Personnel list.

 

Action Codes

Select the action codes to assign to the service orders created for the current department. When you select the department, the Action Code field will only display the action codes that are assigned to the department.

 

10. Click the Action Codes tab.

11. Click Select Action Codes.

12. When the Selection form appears, move the action code to the Selected Action Code list.

13. Click OK. The action codes appear in the Action Code list.

14. Click Save (CTRL+S).

The new record is saved.

 

Editing this department in System Management

Master Records in System Management stores the master list of department names. If you need to update the information on a master department record, click the link to Edit This Department in System Management to launch Master Records > Setup/Modify Departments.

 

Changing a service order department

Edit the information on a saved service order department.

Do this...

1. Open Connect Utility Management > Organization > Service Order Departments.

2. Use the Lookup bar to enter a service order department. Press Enter.

3. Click Edit This Department in System Management.

4. Now, edit the service order department properties.

5. Click Save (CTRL+S).

The updated record is saved.

 

Deleting a service order department

Remove a service order department.

Do this...

1. Open Connect Utility Management > Organization > Service Order Departments.

2. Use the Lookup bar to enter a service order department. Press Enter.

3. Click Delete (CTRL+D).

The record is deleted.

 

Options

This is an alphabetical list of fields you'll find on the form.

Abbreviated description

An abbreviated description is a code that is three characters or less that prints on reports when space is limited. Example: VAC, SIC, COM

Action Code

An Action Code is a description a user can assign to a transaction that occurs in the Utility Management program. If the Utility Management Service Orders interface is enabled, you can also use the action code to enter a service order. Use the options on the Action Codes tab to select the action codes to assign to the service orders created for the current department.

To add an action code to the Action Code list...

1. Click the Action Codes tab.

2. Click Select Action Codes.

The Selection form appears.

3. Move the action code to the Selected Action Code list.

You can double-click a user name, click Select, or click Select All.

4. Click OK.

The action codes appear in the Action Code list.

Beginning/ending service order number

Use the Beginning/Ending Service Order Number to define the service order range. Only transactions with service order numbers that occur within the specified range will be included. Use the Beginning Service Order Number field to enter the first service order number in the given range. Then, use the Ending Service Order Number field to enter the last service order number in the given range.

Department

A department is a section of an organization that handles a particular job or functions in a particular manner. This field is only available when the option to Create Service Orders is selected.

Description

A description is a word or phrase that describes the character or features of the record.

What is the description?

  • I want to enter a description. Use the Description field to enter a word or phrase (50 characters or less).

  • I want to change the default description. Click Options (F12). Change the description in the Description field.

Personnel

Use the options on the Personnel tab to select the users who will work on service orders that are assigned to the current department.

To add users to the Personnel list...

1. Click the Personnel tab.

2. Click Select Personnel.

The Selection form appears.

3. Move the user names to the Selected Personnel list.

You can double-click a user name, click Select, or click Select All.

4. Click OK.

The user names appear in the Personnel list.

 

 

Copyright © 2025 Caselle, Incorporated. All rights reserved.

    • Related Articles

    • Service Order Inquiry Shortcuts

      History Tracking View history for tracked fields. Print Service Orders Print the service order form for the current service order. Modify Existing Customers Open Modify Existing Customers for the customer assigned to the current service order. Create ...

    • How do I set up an action code for a service order?

      Add an action code that you can assign to a service order. These action codes will appear in the Action Code list when you set up, modify, or delete service orders. Setting up an action code for a service order 1. Open Connect Utility Management > ...

    • How do I set up an action code for a service order?

      Add an action code that you can assign to a service order. These action codes will appear in the Action Code list when you set up, modify, or delete service orders. Setting up an action code for a service order 1. Open Connect Utility Management > ...

    • How do I modify a service order?

      Use Modify Service Orders to make changes to services orders that have already been created. To cancel a service order, see the help topic titled How do I cancel a service order? Before you get start You'll need the service order number. You can ...

    • How do I show/hide pending service order message?

      Set up the default options on Create New Service Orders and Modify Existing Service Orders to show an alert next to the Customer box when the current location has a pending service order. When you mouse over the alert, the message will warn you that ...