Work Order Priority Manager

The Work Order Priority Manager lets you determine work order target dates based on the priority of the request or work order. For each defined priority, you can designate the number of days beyond the requested date the target date should be set.

For example, you could indicate that all high priority (priority 1) work orders should be set with a target date two days after the requested date. As each high priority work order is generated, the target date is set accordingly.

The setting defined in the Work Order Priority Manager only takes effect during the creation of the work order. It does not affect the target date if priority is changed on an existing work order.

ClosedDate Calculation Scenarios

Date calculations will only be used in the following circumstances:

  • Service Requester: All Service Requests for which a priority is entered. Your Service Requester must be configured to allow priority to be defined during the request process in order for this calculation to work with service requests.

  • Corrective Work Orders: All work orders created as new records in the Work Order module will base the target date on the settings in the Work Order Priority Manager. This feature is especially valuable for organizations who utilize call centers to retrieve and enter service requests into the system.

    When a new work order is created, it will have a default priority based on the defined Work Order Preference. The target date associated with this priority will be displayed by default on the Details page of the new work order. You can change this priority prior to saving this record by altering the value in the Priority field or by selecting a procedure or that has a default priority established. 

    If the asset associated with the work order has a default priority established, this value takes precedence over the default work order priority and the priority established for a procedure. Upon saving this new record, the Target Date field will update to the date corresponding to that defined in the Work Order Priority Manager.

  • Preventive Maintenance Schedules: Work Orders generated through preventive maintenance schedules do not typically use the target date calculations defined in the Work Order Priority Manager, as dates are usually defined based on the definition of the schedule.

    A Preventive Maintenance Preference is available to determine whether or not the Priority Action Rules should be used to calculate work order target date. If a priority value is set for the PM schedule, it will take precedence over the priority established for the associated procedure; however, the priority will reflect that of the associated asset (if a priority has been established for the asset) rather than the priority established for the PM record.

ClosedSet Target Dates Based on Priority

  1. Select Tools > Work Order > Work Order Priority Manager from the Main Menu.

    The Priority Actions window opens.

  2. Choose between two options:

    • To use the rules defined in the Work Order Priority Manager, select the Enable Priority Actions check box.

    • To disable the rules, clear the check box.

  3. For each priority, enter the number of days beyond the requested date the target date should be set.

  4. Click Save.

     

  5. Click Close.

    The window closes.

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