Codes

Navigate: Closed Case Management > Configuration > Codes

Description

Manage configuration settings specific to the scheduler using the CM Configuration - Codes task.

Center Code – Used to establish main grouping elements for scheduling and reporting such as quick identification of set/set types, high-level classification for scheduling consideration, and skills identification.
Hearing Code – Used to identify classification(s) of PIN types that can be heard together. The Hearing Code definition also provides additional configuration of weighting and durations that determine priority of placement/consideration of PINs within cases, and cases within sets. Duration definitions allow the scheduling tool to adequately designate specified times for hearings.

In addition, the Override tab allows you to link a PIN(s) to automatically route to a specific hearing code.

Select the Category.
Click Add New to add a new Center or Hearing Code. A new line appears in the Center/Hearing grid to add a new code.

Select one or more codes in the Center/Hearing Code Maintenance grid and click Edit. The selected code(s) is highlighted and active for editing.

a. Center Code Maintenance grid:

Code – User-defined Center Code.
Description – Descriptive name of the Center Code.
Display Order – The order the Center Code is displayed throughout the application.
Selectable – If selected, indicates the Center Code is viewable/selectable from the application and is used to inactivate unused selection options.

b. Hearing Code Maintenance grid:

Code – User-definable Hearing Code.
Description – Descriptive name of the Hearing Code.
Display Order – The order the Hearing Code is displayed throughout the application.
Selectable – If selected, indicates the Hearing Code is viewable/selectable from the application and will be used to inactivate unused selection options.
Center – Drop-down list of defined Center Code descriptions.

NOTE: Each Hearing Code may be mapped to one Center Code.
Skill Index – User-definable numeric value used by Case Management's case input and Scheduler tasks to establish a single Hearing Center for groups of PINS or cases, where multiple case classes exist. Typically, the index number is related to the value or number of units. The higher the numeric value, the higher scheduling priority the Hearing Code receives. In the case where multiple cases/PINs exist, the class that has the highest priority will be established with that Hearing Code.

NOTE: The Index is value also linked to the Appraisers' configured skillsets; typically, the higher the index, the higher the Appraiser's skillset.

Duration – The amount of time (minutes) allotted to the first occurrence of a PIN with the selected Hearing Code for establishing the amount of time needed to conduct a hearing.
Subsequent Duration – The amount of time (minutes) allotted to all subsequent occurrences of a PIN with the selected Hearing Code for establishing the amount of time needed to conduct a hearing.