Creating action records

You can create action records that can be used as part of an escalation, a service level agreement, or a workflow process. You can create different types of actions.

Procedure

  1. In the Actions application, click New Action.
  2. In the Action field, a number is assigned to the action. You can also specify a name for the action.
  3. Type a description of the action, or click Long Description to specify additional information.
  4. In the Value field, select a value that specifies the type of action to initiate.
    • If you are creating an APPACTION type of action, click Detail Menu to select from the list of available actions. For this type of action, a value is required in the Object field.
    • If you are creating a CHANGESTATUS type of action, type a status for the specified object. For this type of action, a value is required in the Object field.
    • If you are creating a CUSTOM type of action, type the name and path of a class file in the Maximo® directory.
    • If you are creating an EXECUTABLE type of action, type the name and path of an executable file that exists on the server.
    • If you are creating a GROUP type of action, the Value field is read-only.
    • If you are creating a SETVALUE type of action, type the value to which you want the field set. You can click Detail Menu to use the SQL Expression Builder. For this type of action, values are required in the Object and Parameter/Attribute fields.
  5. If you are creating an APPACTION, a CHANGESTATUS, a CUSTOM, or a SETVALUE type of action, specify a value in the Object field. Specifying an Object is optional for GROUP and for EXECUTABLE type actions.
  6. If you are creating a REVERSEINVOICE type of action, specify a value in the Parameter/Attribute field. You can specify a status for the reverse invoice of either APPR (Approved) or PENDREV (Pending Reversal). A number is automatically assigned to the reverse invoice when it is created.
  7. If you are creating a SETVALUE type of action, specify a value in the Parameter/Attribute field. The Parameter/Attribute field contains a relationship tree containing relationships associated with the main object.
  8. In the Type field, select a value from the menu of action types. The value in the Type field determines which fields on the action record you can edit, which fields are required, and the values that can be entered in those fields.
  9. Optional: If you are creating a CHANGESTATUS type of action, you can use the Memo field to add remarks regarding the status change.
  10. Optional: If you are creating an action specifically for use with escalations or workflow, specify a value in the Accessible From field.
  11. Click Save Action.