Concepts

Tasks

Settings

Adding Holds to a Task Template

Task template holds are copied to standard tasks created from the template. When a work order task is created from the standard task, the hold is added automatically to the work order task.

You can apply any changes that you make to the task template to the standard tasks that are based on it. For example, if you add a new hold to the task template, you can add the hold to all of the standard tasks that are based on the task template. For more information about applying changes, see Editing a Task Template.

This section explains how to add holds to a task template.

To Add Holds to a Task Template

1.	Open the task template. Select the Properties view, the Planning tab, and then the Holds tab.

2.	Make sure that editing is enabled.

3.	Click New. The Details dialog appears.

4.	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.

5.	Click OK to save the hold.

6.	To add more holds, repeat steps 3 to 5.

7.	When you are finished, save and close the task template.