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Work Order If/Then Conditional Sub-Procedures

Work orders support if/then conditional logic for procedures. This logic guides you through only the sub-tasks relevant to your specific situation.

Smart and dynamic guidance

When you record a reading on a trigger sub-procedure, the system performs the following actions:

  • Enables or disables the associated conditional child sub-procedures right away.
  • Guides you through the correct steps based on your answers without a page reload.
  • Supports Yes/No, Choice list, and Ranged data trigger types.

Relevant sub-procedures

To ensure you only see applicable tasks, the system manages sub-procedures as follows:

  • The system hides conditional sub-tasks when the page first loads. They only appear once you meet the trigger condition.

  • If you change a trigger reading, the system updates which sub-tasks are active.

Visual cues

Conditional sub-tasks look different to help you identify them:

  • The system indents them under their parent task.

  • They feature a Link/Chain icon next to the label.

  • A tooltip on the icon says: This sub-procedure depends on a parent task.

  • Disabled tasks appear grayed out until you meet the trigger condition.

Data preservation and access:

  • Saved readings: The system saves any readings you enter, even if it later hides those tasks.

  • Reopening work orders: When you reopen a work order, the system shows the sub-tasks that match your saved readings.

  • Saving without errors: You can save your work even if some tasks are hidden. The system only needs readings for active tasks.

  • Mobile and Desktop: These features work the same way on all devices.