Managing action codes
Action codes can be managed through the Action codes item in the configuration menu. This will then provide the user with the list of existing action codes, as well as the abilities to update, create or delete an action code. Action codes, like all other configuration items, will need to go through the approval process before any changes are applied to the system. Action codes can be sorted and filtered in the list when necessary.
To view the configuration for an action code in the system, you would select it from the list. You would then be presented with the Action code info screen.
Action code fieldsThis table below describes the fields that are available for viewing, updating, or entering an action code. Some of these fields are conditional based on the current approval status of the action code.
Field | Description |
Action code | Code for the action code. This cannot be duplicated. |
Action code name | Name of the action code. |
Description | Description of the action code. |
Priority | Priority of the action code. |
Action code status | Details if the action code is active or not. |
Module source | Module that sets the action code. |
Module ID | ID of the Module Source that sets the action code. |
Effective date | Effective date for this action code. |
End date | End date for this action code. |
Minimum urgency | Minimum urgency of the action code. This is used to increase the urgency of claims that have this action code assigned |
Workbasket | Workbasket associated with the action code. This is used for routing pended claims that have this action code assigned |
Last updated by | The user ID associated with the last update to this action code |
Last update time | The date and time of the last update to this action code |
Status | The status of the action code. This is only available when an action code is in the process of being added, updated or deleted. Available status codes: Pending-new – New action code that is awaiting approval. Pending-delete – Action code that is awaiting a delete task to be approved. Pending-update – Action code that is awaiting an update task to be approved. |
Work object ID | The work object for any action codes that are awaiting approval |
Approval workbasket | The workbasket associated with the approval task for this action code |
Associated event codes | Event codes that have been configured to enable this action code to override. Note: this is a view and the configuration is performed in the event code disposition configuration screens. |
Action codes can be created or updated from the action codes screen. To create a new action code, select the Add action code button. To update an existing action code, select the gear icon associated with the action code you wish to update. When updating an action code, the action code field is read-only. You can also update an action code from the Action code info screen by selecting Edit.
Once the edits or new information is entered, selecting Create or Update will finalize the changes and send a confirmation message indicating that the action code has been submitted for approval.
Deleting an action codeTo delete an action code, click the trashcan icon on the action code row. You will then be presented with a confirmation screen, on which selecting Ok, will perform the delete and create the approval message and task for finalization.
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