Advanced Options

The Advanced Options tab in the PPM Builder allows you to configure additional settings for the PPM. Most options have default values that you can adjust as needed.

PPM completion level

Defines whether a PPM can be marked as complete if its activities are not fully completed. Options:

• None

• All populated completed/incompleted: Allows completion regardless of activity status.

• All populated as completed: PPM can only be completed when all activities are completed too.

Use asset operational status

Specifies whether the system should prompt for the asset’s operational status when completing a work order. Options:

• Optional: Users can provide the asset status but are not required to.

• Required: Users must confirm if the asset is working or not.

Enforce asset condition

If enabled, requires users to assess the asset’s condition when completing a work order. You must configure available condition options in Admin > Asset Conditions.

Permission to work required

Determines whether a work permit is needed before the work order can proceed.

Enforce asset indication

Specifies if an asset must be indicated to a PPM work order before completion. If enabled, a prompt appears when finalizing the work order.

Auto-renew contract

Allows contracts to automatically renew at the end of their term. This applies only to annual contracts.

Open to status

Default status for when the PPM generates work orders:

• Assigned: The work order is automatically assigned to the provider without requiring further action. We recommend you to select Assigned to avoid requiring manual provider acceptance.

• Pending provider notification: The work order generates but requires the provider to be notified before they can act on it.

• Pending acceptance: The provider must manually accept the work order before proceeding. This adds an approval step before work begins.