📕 Setup - Reason Codes

Overview

Reason Codes are used during dispatch events to associate a reason or symptom with a problem or screen (e.g., "Laser Over Temp Fault").

Note: Only one reason code can be selected per event.

Prerequisites & Preparation

• Required Permissions: System Manager or Administrator

Step-by-Step Configuration

1. Navigate to the Menu: Go to Setup > Reason Codes.

2. Initiate Creation: Click Add New in the upper right corner of the Reason Codes bar.

3. Enter Details:

   • Code: Enter the Reason Code.

   • Description/Symptom: Enter a description of the reason or symptom.

4. Define Attributes:

   • Default: Check this option if the code should be available for all events across the entire site. Leave unchecked if the code applies only to specific event types and/or machine(s), and select the applicable criteria below (Area, Line, Machine, Dispatch Type, etc.).

     • Note: Selecting Line(s), Machine(s), or Technology(s) applies the code to machines based on those selections. For example, selecting Line A and Technology Weld would apply the code to all machines on Line A and all machines tied to Weld technology sitewide.

     • Selecting Dispatch Type(s) further narrows this: the code will only apply to the selected Dispatch Type(s) within the selected Lines, Machines, and Technologies. For example, adding "Code Red" as the Dispatch Type to the prior example would apply the code only to Code Red events on Line A and Weld-technology machines.

5. Save & Finalize: Click Save.