Concepts

Tasks

Settings

Adding Holds to a Standard Task

This section explains how to add holds to an existing standard task. You can set up automatic holds for new work order tasks by entering holds on standard tasks. If you add a hold to a standard task, the hold comes into effect when the work order task is created.

You can set an automatic release date for a set period of time after the work order task is created. For example, you could say that the hold will be automatically released 10 days after the work order task is created. The hold will be released using the same scheduled action as other work order task holds, and will follow the same rules.

 

Note: If you want to edit a standard task that is based on a task template, see Editing a Standard Task that is Based on a Template.

To Add Holds to a Standard Task

1.	Open the Standard Task window.

2.	Make sure that editing is enabled.

3.	In the Properties view, click the Planning tab and then the Holds tab. This tab shows a list of the holds currently on the standard task.

4.	Click New. The Details dialog appears.

5.	Enter the hold settings:

Setting Name

Description

Reason

Select the appropriate reason for holding work order tasks created from this standard task. The reason that you select will determine which actions can be performed on the work order task while the hold is in effect.

Held by

Select the employee whose name will appear on the work order task hold.

Automatically released

Select this option to have the work order task hold automatically released a set amount of time after the work order task is created. Enter the appropriate amount of time. Note: The actual date and time that the hold will be released also depends on the frequency at which the Release Held Work Order Tasks scheduled action is run. Check with your system administrator for details.

Comment

Enter a comment for the hold. The hold comment will be displayed on warning and error messages issued as a result of the hold. For example, if you create a hold with a Report Activity setting of “allowed with warning”, the comment will be displayed on warning messages when users try to report activity for the task.

6.	Click OK to save the hold.

7.	To add more holds, repeat steps 4 to 6.

8.	When you are finished, save and close the standard task.