Triggering allows for actions to be automatically taken based on the responses to the steps of a Procedure or TPM. Among these potential actions is the ability to create a new Work Order.
Instructions
To trigger the creation of a Work Order, perform the following steps:
- Navigate to the Recurring Work drop-down menu on the menu bar.
- Select either View Procedures or View TPMs from the drop-down menu.
- In the relevant Finder, either Create a new Procedure / TPM, or View an existing one.
- Once you have opened a Procedure / TPM, select the Data Collection Steps button.
- Either use + Add Step to create a new step or open a pre-existing step's Options and select Edit... to modify it.
- Check off Trigger additional action(s) based on responses to enable Trigger Configuration.
NOTE: Trigger Configuration is only available for the Numeric, Checkbox, Yes / No, and Custom Validated List data types.
- Choose the value required to trigger the Work Order, the number of Suppression Days to consider, and any email addresses to notify.
- Select Create Work Order to open the Work Order Configuration section.
- By default, if multiple steps in the same Procedure / TPM are configured to create a Work Order, they will all be noted in the same Work Order. To create a separate Work Order for a step, check Trigger Separate Work Order.
- Choose a Work Definition to import a description of the Work Requested, Procedures, and Parts.
- Select OK to finish the Trigger Configuration and update / create the step.
- When completing a Work Order's Condition Assessment Response, if the data entered triggers the creation of the new Work Order(s), a confirmation screen will display. Once done, select OK.