Managing Resolution Codes and Resolution Code Group

Advanced Task Management Admins can manage Resolution Codes and Resolution Code Groups to customize tasks. 

Managing Resolution Codes:

Advanced Task Management Admins can create and manage resolution codes to customize task resolution descriptions. 

Create Resolution Codes

To create new resolution codes, follow these steps:

To create new resolution codes, follow these steps:

1. Go to the Admin option, and select the Advanced Task Management Setup option, then select Resolution Codes.
2. In the Resolution Codes tab, click + Add Code.
3. Fill in the following details:

• Name: Enter the resolution code name.
• Description: Provide additional details about the resolution code for internal reference.
• Category: Select a category from the dropdown. Default options: Completed, No Longer Needed, Not Applicable.
• Group (optional): Choose an existing resolution code group.
• Is Active: Select Yes to activate or No to deactivate.

4. Click the Save icon. A confirmation message Resolution Code Created Successfully appears in the bottom-right corner of the screen, and the new code is added to the list.

Edit Resolution Codes 

1. In the Resolution Codes tab, locate the resolution code to modify,  click the Edit icon.

2. Update any of the following editable fields: Name, Description, Category, Group, Is Active.

3. Click the Save icon. A confirmation message Resolution Code Updated Successfully appears in the bottom-right corner.

Activate/ Deactivate Resolution Codes

1. In the Resolution Codes tab, locate the resolution code to activate/deactivate, and click the Edit icon.
2. Change the Is Active dropdown to Yes or No.
3. Click the Save icon. A notification displaying Resolution Code Updated Successfully appears in the bottom-right corner of the screen. 

Managing Resolution Codes Groups:

Admins can create and manage resolution code groups to organize existing resolution codes, and these can be assigned to a Queue's task. 

Create Resolution Codes Group

To create a new resolution codes group, follow these steps:

1. Navigate to Advanced Task Management Setup, then Resolution Codes, and select the Resolution Code Groups tab.
2. Click + Add Group.
3. Fill in the following details: 

• Name: Enter the group name.
• Description: Add a description of the group for internal reference.
• Is Active: Select Yes or No.

4. Click the Save icon. A confirmation message Resolution Code Group Created appears, and the new group will be added to the table. It will also be available in the Group dropdown when creating resolution codes.

Edit Resolution Codes Group

1. In the Resolution Codes Groups tab, locate the group to modify, and click the Edit icon.
2. Update any of the following editable fields: Name, Description, Is Active.
3. Click the Save icon. A confirmation message Resolution Code Group Updated Successfully appears.

Activate/ Deactivate Codes Group

1. In the Resolution Codes Groups tab, locate the group to activate/deactivate, and click the Edit icon.
2. Change the Is Active dropdown to Yes or No.
3. Click the Save icon. A confirmation message Resolution Code Group Updated Successfully appears.

Have Questions or Issues?

If you have any questions or you are experiencing issues with accessing or using Neodeluxe Advanced Task Management, please contact our Product Support Team:

• Email: help@neostella.com
• Submit a Request: Click here to submit a ticket

Our Product Support Team is available Monday through Friday, from 8:00 AM - 5:00 PM CST.