Activity Status Basics
This is the status an activity defaults to when created.
What is Unscheduled?
This status triggers the automated activity debrief process.
What is an activity in Done status?
This exception occurs if refrigerant was handled but no tracking record exists.
What is a refrigerant tracking exception?
This is the best practice for reviewing activities each morning.
What is start with the Dispatch Board?
True or False: A technician can cancel an activity.
What is False?
These activities are not included in automation and require manual CRC review.
What are Standalone activities?
If an activity remains in Exception for more than 5 days, this is what the CRC should do.
What is manually review and resolve the exception?
These two PDQs help CRCs find actionable activities.
What are Activity Debrief Review and Activity Debrief Review-OH?
This status indicates the technician needs help completing the job.
What is Needs Assistance?
Automation can move a Done activity to one of these two statuses.
What are Completed or Exception?
This Acadia Job Aid provides guidance on resolving activity exceptions.
What is Activity Validation Exceptions (JOB-4940)?
This color represents Declined activities on the Dispatch Board.
What is Soft Red?
Name two statuses that require CRC action after technician debrief.
What are Needs to Return and Need Assistance?
Automation continues to review activities in Exception or Awaiting ISP/PCARD for this many days.
What is five days?
This status should be used when waiting for material or subcontractor cost.
What is Awaiting ISP-PCard?
This color represents Exception activities.
What is Bright Red?
After actioning an activity in Needs Assistance or Needs to Return, this is the status the CRC should set on the original activity.
What is Done (or Completed if standalone)?
This is the first phase of NxGen automation.
What is Automated Activity Debrief?
This status should be used when sending an activity back to the technician for corrections.
What is Request Additional Information?
These colors represent Needs Assistance and Needs to Return.
What are Light Gray (Needs Assistance) and Dark Gray (Needs to Return)?