Action Detail

On this page you configure details for work order actions. You are navigated to this page when you select an action on Admin > Actions or when you click New Action on that page.

You can configure the following information:

• Name: The action name

  You select an action name to add the action to a work order.

• Description

• Status: Determines whether the action is active or inactive

• Scope: Determines where the action can be applied (refrigerant management or asset management)

  You can select ERM, EAM, or ERM and EAM.

• Limit resolution type : Determines whether the resolution type for work orders using this action are limited to Non-PPM only or PPM only resolutions

  Select All to set no limit on the resolution type used.

• Job complete bypass options: Select one or more conditions that override mandatory requirements when closing a work order:

  • Specifying an asset: Allows work order completion without selecting an asset.

  • Specifying an asset's condition: Allows work order completion without providing the asset’s condition.

  • Answering required WO script: Allows work order completion without answering mandatory questions.