Non-supported ReleaseNon-supported Release
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Creating Incomplete Codes

An Incomplete Code is used to identify the reason why a call is not completed. You mark a call as Incomplete during the invoice call procedure. When you mark a call Incomplete, e-automate gives you the opportunity to copy the call so you have two calls on one work order.

With two calls on the work order you can associate the first call’s labor, travel and materials with the original call. When the reason the first call was incomplete is resolved, you dispatch the second call and record the second call’s labor, travel and materials in association with the second call.

Getting to the TransactionGetting to the Transaction

On the Tools menu, select Lists and Codes to open the Lists and Codes window.

In the Select a list or code type field, use the drop-down menu to select Incomplete Codes.

Click [New] to open the New Incomplete Code window.

Basic InformationBasic Information

Complete the following fields as appropriate:

Incomplete code: Short code by which you will identify this Incomplete Code.

Description: Brief description of the Incomplete Code.

Category: Category for the Incomplete Code.

Set Hold Status to: Hold status to be assigned to subsequent call when marking a call incomplete with this code.
Note: E-automate creates a copy of the call and assigns the hold status specified here to the call.

Completing the TransactionCompleting the Transaction

Click [OK] to save the Incomplete Code.