Closing unprocessed service records

This procedure closes service records that were not processed by the Process Plans set action. These unprocessed records include records with blank service codes or resources that are not in an absence plan. Use this procedure to set the service or event status to Closed.

  1. Select Utilities > Close Service Records > Close Service Records.
  2. Specify this information:
    Organization Unit Group

    Select an organizational unit group for which to close unprocessed service records.

    All resources whose primary work assignment's Organization Unit is within this Organization Unit Group are processed.

    Resource Group
    Specify a resource group to limit the records listed to those resources in a given group. If a resource group is selected, the organization unit group must be blank.
    Service Dates
    Select a range of dates to use for processing.
    Resource Service Records
    Specify a resource service record number or a range of numbers. If you use Resource Service Records, the Service History Dates must be blank.
    Note: In the Resource Service Record field, values are sequentially assigned when records are created. Values are not displayed on any forms. Query the database for this information or if you customize your resource service record list, add that field to your list.
    Service Class
    Specify a Service Class to include or exclude for processing.
    Include/Exclude
    Specify whether to include or exclude records with service codes in the specified Service Class. If you select a service class, you must specify whether to include or exclude.
    Reason Class
    Specify a Reason Class to include or exclude in processing.
    Include/Exclude
    Specify whether to include or exclude records with the specified Reason Class. If you select a reason class, you must specify whether to include or exclude.
    Update
    Specify an update option.
    • List Service Records To Close creates a list of service records that will close.
    • Update Service Records To Close closes service records that match the selection criteria. You must use the same selection criteria to close the service records as you did to generate the list of service records to close.

      Update fields in set actions

    Status To Close
    If you select the Update Service Records To Close option in the Update field, select a status to close.
  3. Click OK to process this action immediately or click Schedule to schedule the action to run later.
  4. When Close Service Records has finished processing, use these instructions to view and take action on the results.
    • To view records pending to be closed, select Utilities > Close Service Records > Pending Records To Close.
    • To view a list of closed service records, Reports > Service Records > Closed. Select the same criteria that was used to run Close Unprocessed Service Records in Update mode. Click Search.

      Use Options > Create Report to add additional filter criteria.