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.

• 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.
• Call 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.

The System Codes screen is accessed by clicking on the System Codes button located on the Master toolbar, by selecting System Codes in the Go menu located on the Standard toolbar , or by holding down the Ctrl key while entering N.

Adding System Codes

1. Open the System Codes screen by using the Go > System Codes menu
2. Open the System code type tree by clicking on the +'s until you reach the category you require.
3. Click on the node you wish the new System code to be placed under.
4. Click on the New button.  This will open the New System Code screen.
5. Enter the name of the code.
6. Enter a description if desired.
7. Click on OK.

The new System code has been placed in the tree under the Selected node.

Deleting System Codes

1. Open the System Codes screen.
2. Open the System code type tree by clicking on the +'s until you reach the System code to be deleted.
3. Click on the Delete button. 
4. Click on OK.

The System code has been deleted.

Modifying System Codes

1. Open the System Codes screen.
2. Open the System code type tree by clicking on the +'s until you reach the System code to be modified.
3. Click on the Update button.  This will open the Edit System Code screen.
4. Make the modifications required.
5. Click on OK.

See also

Custom fields overview

Custom user-defined data

Creating Custom System Codes

Assigning Custom Data to Entity Screen