Manage wrap-up codes

Watch the how to video

View the quick reference card

View the Wrap-Up Codes list

Add a wrap-up code

Edit a wrap-up code

Delete a wrap-up code

View the Wrap-Up Codes list

  1. On the navigation pane, click Miscellaneous.
  2. Click the Wrap-Up Codes tab. The Wrap-Up Codes list appears. For navigation information, see List view and How to search. For column descriptions, see Add a wrap-up code.

Add a wrap-up code

  1. On the Wrap-Up Codes page, click Add. The New Wrap-Up Code dialog appears.
  2. Enter the following information:
  • Name (required) —the name of the wrap-up code.
  • Description — a description of the wrap-up code.
  • PD disposition code — not enabled.
  1. Click OK.

Edit a wrap-up code

  1. On the Wrap-Up Codes page, click the item to edit. The Wrap-Up Code: [Name] dialog appears.
  2. Edit the information. For details, see Add a wrap-up code.
  3. Click OK.

Delete a wrap-up code

  1. On the Wrap-Up Codes page, select the item/s to delete.
  2. Click Delete and then confirm the deletion.