Putting Work Orders On Hold | FlowPath Help Center
Putting Work Orders On Hold
How to place a work order on hold.
1. Introduction
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Overview of the new feature: placing work orders on hold.
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Importance of the feature for workflow management.
Overview of the new feature: placing work orders on hold.
Importance of the feature for workflow management.
2. Setting Up Permissions
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Navigate to global settings.
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Access work orders permissions.
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Enable the "show on hold work order" option for relevant user roles:
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Admin
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Operations
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Collaborators
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Location/User only
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Navigate to global settings.
Access work orders permissions.
Enable the "show on hold work order" option for relevant user roles:
Admin
Admin
Operations
Operations
Collaborators
Collaborators
Location/User only
Location/User only
3. Placing a Work Order on Hold
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Go to the work order page.
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Select the specific work order (e.g., work order 10-12).
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Scroll to the "danger zone" section.
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Click on "place on hold."
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Choose a date for the hold (no specific time needed).
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Explanation of automatic status change at 5 AM daily.
Go to the work order page.
Select the specific work order (e.g., work order 10-12).
Scroll to the "danger zone" section.
Click on "place on hold."
Choose a date for the hold (no specific time needed).
Explanation of automatic status change at 5 AM daily.
4. Viewing On Hold Work Orders
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Confirmation that the work order is now on hold until the specified date.
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Access logs to see when the status was changed.
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Benefit: On hold work orders will not clutter the main page.
Confirmation that the work order is now on hold until the specified date.
Access logs to see when the status was changed.
Benefit: On hold work orders will not clutter the main page.
5. Using the On Hold Filter
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Introduction of the new "on hold" filter.
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How to access and use the filter to view all on hold work orders and their respective dates.
Introduction of the new "on hold" filter.
How to access and use the filter to view all on hold work orders and their respective dates.
6. Managing On Hold Work Orders
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Instructions for manually removing the hold:
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Click "remove on hold."
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Confirm the action.
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Logs will reflect changes in status (from on hold to active).
Instructions for manually removing the hold:
Click "remove on hold."
Click "remove on hold."
Confirm the action.
Confirm the action.
Logs will reflect changes in status (from on hold to active).
7. Additional Features
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Functionality in table view to track on hold work orders.
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Reporting capabilities to analyze work order velocity based on hold status.
Functionality in table view to track on hold work orders.
Reporting capabilities to analyze work order velocity based on hold status.
8. Conclusion
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Reminder to apply the filter for on hold work orders to see them on the dashboard.
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On hold work orders are in archived status until date of hold.
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Encouragement to reach out for assistance via live chat for any questions.
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Closing remarks and appreciation for using the feature.
Reminder to apply the filter for on hold work orders to see them on the dashboard.
On hold work orders are in archived status until date of hold.
Encouragement to reach out for assistance via live chat for any questions.
Closing remarks and appreciation for using the feature.