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For information about recommended naming conventions, see Naming conventions Conventions for JSA task list Task List IDs and task codesTask Codes.
In Microsoft Dynamics GP, select Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > Tasks > Task Codes. The Task Code Setup window is displayed.
Enter a task code and description.
You can also set up responses for each task. For information, see Set Up Responses for JSA Tasks.
Complete the remaining fields, as necessary, and then select Save. Repeat these steps for each task code that you need to set up.
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When you create task codes, you can also set up responses so technicians can respond to the tasks in the task list.
You can
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have one task response (List or Text) per task code.
To set up a response for a task code:
In Microsoft Dynamics GP, select Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > Tasks > Task Codes. The Task Code Setup window is displayed.
Enter or select a task code.
Select the Responses button. The Task Responses Setup window is displayed.
Select a response type:
List: Provides This option provides the user with a drop-down list of user-defined responses in the service call.
Text: Provides This option allows the user the ability to enter a text response. Text responses are stored in the database but are not displayed on the JSA report. The Text option can only be used once per task code and only as the last non-None row. All further rows will be set to None.
Enter a label for the response field. This typically is the condition that must be validated or the question that must be answered, such as Is there a sign-in and sign-out procedure?
If you selected the List response type, select the Responses ID link. The Task Responses List Setup window is displayed.
Enter or select a responses list ID.
Enter Yes and No as the values that will appear in the list. Depending on your organization's policies, you can enter just Yes and No, or you can enter a longer value by typing Yes or No, a space, a hyphen, another space, and then the description. Example: Yes – Sign in and out using the appropriate procedure. Note: Only values that include more than three characters are displayed in the Risk control measures section of the JSA report. Values of Yes and No will not be displayed.
For more information about setting up responses, see See "Setting Up Task Responses" in the Service Management documentation for more information about setting up responses.
Complete the remaining fields, as necessary, and then select Save. Select Save again in the Task Code Setup window.
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