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Set up responses for JSA tasks
Set up responses for JSA tasks
When you create task codes, you can also set up responses so technicians can respond to the tasks in the task list.
You can use either List or Text response types.
- In Microsoft Dynamics GP, choose 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.
- Choose the Responses button. The Task Responses Setup window is displayed.
Select a response type:
- List: Provides the user with a drop-down list of user-defined responses in the service call.
Text: Provides 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, choose 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.
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 "Setting up task responses" in the Service Management documentation.
- Complete the remaining fields, as necessary, and then choose Save. Choose Save again in the Task Code Setup window.