Maintaining Service Types

Begin by navigating to the Maintain Service Types page.

To see the service types under a department, click the arrow to the left of the department name.

To see the service subtypes under a service type, click the arrow to the left of the service type name.

Select an item to display the options for that item.

Use the Deselect button to reset the list so nothing is selected.

To add a department, which you will do next, you must have nothing selected.

The Add button creates a new item under the selected item. For example, if a service type is selected, clicking this button adds a new service subtype.

Clicking this button with nothing selected adds a new department.

Lookup Codes are unique keys in data tables and are built into the logic of Oracle ISR.

A Lookup Code can be upper or lower case.

Clicking the Add button with a department selected creates a new service type under the department.

The Lookup Code field is populated with the last text entered. First clear this text.

Clicking the Add button with a service type selected creates a new service subtype under the service type.

The Lookup Code field is populated with the last text entered. First clear this text.

Use the Description field to add an optional description.

If manager approval is required for this subtype, this field specifies the number of managerial levels of approval required.

Although no manager approval is required, you must still enter a value.

You can search for a full or partial name.

The details for the selected employee are displayed.

There are two types of delete, a hard delete and soft delete.

A hard delete removes the department, service type, or service subtype from the database table, provided it is not used in a service request.

Hard-deleting a department deletes all service types under it. Hard-deleting a service type deletes all service subtypes under it.

First, perform a hard delete on the Marketing Department.

A soft delete is used for inactivating a department, service type, or service subtype already used in service requests. Inactivated types are not displayed as options on the Submit Service Request page.

Next, perform a soft delete on the Paint service subtype.

Use the Revert button to cancel adding a service type. This only works if the service type has not been saved.

The Paint service subtype is now inactive.

Use the Maintain Service Types page to modify the service types made available when creating a service request.

Next, modify the Lead Time for the Brochures service subtype.

Maintaining Service Types

You have completed the Maintaining Service Types topic.

A Lookup Code can be upper or lower case.

Although no manager approval is required, you must still enter a value.

You can search for a full or partial name.

Click the Links link.
Click the Maintain Service Data link.
Click the Service Types link.
Click the Expand button.
Click the Expand button.
Click the Facilities Department list item.
Click the Deselect button.
Click the Add button.
Click in the Lookup Code field.
Enter the desired information into the Lookup Code field. Enter
a valid value
e.g.
"Marketing Department"
.
Click the OK button.
Click the Add button.
Press [Shift+Home].
Press [Delete].
Enter the desired information into the Lookup Code field. Enter
a valid value
e.g.
"Materials Request"
.
Click the OK button.
Click the Add button.
Press [Shift+Home].
Press [Delete].
Enter the desired information into the Lookup Code field. Enter
a valid value
e.g.
"Brochures"
.
Click the OK button.
Click in the Description field.
Enter the desired information into the Description field. Enter
a valid value
e.g.
"Box of 1000 Brochures"
.
Click the Manager Approval Required list.
Click the No list item.
Click in the Number of approval levels field.
Enter the desired information into the Number of approval levels field. Enter
a valid value
e.g.
"0"
.
Click in the Lead Time(Days) field.
Enter the desired information into the Lead Time(Days) field. Enter
a valid value
e.g.
"1"
.
Click the Fulfilling Department Manager Approval list.
Click the No list item.
Click the Search button.
Click in the Search field.
Enter the desired information into the Search field. Enter
a valid value
e.g.
"kvega"
.
Click the Search button.
Click the Manager option.
Click the OK button.
Click the Save button.
Click the Marketing Department list item.
Click the Delete button.
Click the OK button.
Click the Expand button.
Click the Expand button.
Click the Paint list item.
Click the Active option.
Click the Save button.
Click in the Lead Time(Days) field.
Enter the desired information into the Lead Time(Days) field. Enter
a valid value
e.g.
"2"
.
Click the Save button.
Click the Expand button.
Click the Expand button.
Click the Brochures list item.
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