Corrective Action Styles

Mobility -> Settings -> Corrective Action Styles

The Corrective Action Style Matrix screen defines what types of actions can be initiated while working on a Freeway template. A Corrective Action could be just raising a Call Ticket to ensure a customer query is followed up; or it could involve a Call Ticket linked to a Job Order for additional work to be done; or a Call Ticket linked to a Sales Quote requested by the customer for additional requirements.

More explanation on the concept of Corrective Actions can be found here: Corrective Actions Explained

Entry and Display fields

Corrective Style: Enter a descriptive name for the Corrective Action Style. 

Action Type: Select one of these: 

• Ticket Only
• Quote Only
• Order Only
• Ticket and Order
• Ticket and Quote

Default Description: Enter a description for this Style.

Job Type: Select the job type if an order is to be raised.

Job Category: Select the Job Category if a job order is to be raised.

Ticket Style: Select a user-defined Ticket Style. These are created from CRM->Settings->Call Style and dictates the Pipeline and Action Stages relevant for the ticket when it is created. .

Ticket Classification: Select one of the pre-defined ticket Classification. These are defined in CRM->Settings->Call Classifications.

Buttons

Close: This will close the screen. If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.

Add: This will bring up a new line for entry of another record.

Save: This will save the current data without exiting the screen

Cancel: Any changes made to the current screen record or the last time the ‘Save’ Button was pressed will be lost.

Delete: This enables you to delete the selected line