1. Introduction
Overview of the new feature: placing work orders on hold.
Importance of the feature for workflow management.
2. Setting Up Permissions
Navigate to global settings.
Access work orders permissions.
Enable the "show on hold work order" option for relevant user roles:
Admin
Operations
Collaborators
Location/User only
3. Placing a Work Order on Hold
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
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
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
Instructions for manually removing the hold:
Click "remove on hold."
Confirm the action.
Logs will reflect changes in status (from on hold to active).
7. Additional Features
Functionality in table view to track on hold work orders.
Reporting capabilities to analyze work order velocity based on hold status.
8. Conclusion
Reminder to apply the filter for on hold work orders to see them on the dashboard.
Encouragement to reach out for assistance via live chat for any questions.
Closing remarks and appreciation for using the feature.