Workflow Tab - Add New Service Section

The Add New Services section allows the organization to define which items must be defined when a service is added to a utility account.

The list box in this section lists the attributes relevant to adding a service: Deposits, Meters/Non-Metered Units, Rates, Work Orders, and Activate. Meters/Non-Metered Services and Rates must be used; the others are optional. The Move Up and Move Down keys allow the organization to determine the order of the attributes; simply click on an attribute and then click the appropriate arrow key to move it to the desired place in the list.

The other controls on the page work as follows:

  1. The Use check box determines whether a workflow icon will appear in the process when a service is added. It is selected and disabled for Meters/Non-Metered Units and Rates.
  2. The Required check box determines whether this step of the process is required. It is enabled only if the Use check box is selected. If the step is required, the new service will not be available for the account until this step is completed. The Required check box is selected and disabled for Meters/Non-Metered Units and Rates.
  3. The Required Before Next check box allows the organization to create a dependency between steps in the new service process. If this check box is selected for an attribute (e.g., Work Orders), the information defined in that stage of the process must be saved before information can be added for the next stage. The Required Before Next flag is enabled only if the Required check box is selected.