TR: How to Customize GXP Case Subtypes for Engineering

The Hook: Use this workflow to hide irrelevant case types from your property view or configure specific IVR (Interactive Voice Response) cases to immediately generate Work Orders instead of generic cases.

Prerequisites:

• GXP Property Admin permissions required.

• These functions work best on the GXP Desktop version, not mobile.

The Steps:

1. Navigate to your property’s Accounts page in GXP and scroll to Case Subtype Customization.

2. Click New to create a customization.

3. Use the magnifying glass to select the Case Subtype Code (e.g., "Valet" or "Housekeeping Request").

4. To Hide a Subtype:

    ◦ Check the Hide checkbox.

    ◦ Click Save. Existing cases are not affected.

5. To Auto-Create Work Orders from IVR:

    ◦ Check the IVR Work Order box.

    ◦ Click Save.

    ◦ Benefit: When a room attendant creates a case of this subtype via IVR, it skips the "Associate Case" step and creates a Work Order immediately.

The Result: Your GXP interface is tailored to your specific operations, reducing clutter and automating Engineering dispatch for IVR requests.