Concepts

Tasks

Settings

Setting the Policy for Start Date Prompting

This topic explains how to set the site’s policy for prompting for start dates on work order tasks.

To Set up the Start Date Policy

1.	From the Site window, select the Work Management view and the Settings tab. Select the Work Orders tab and the Work management settings node in the tree.

Tip: You can also select the Administration menu and then Work Management Settings. The Work Management Settings dialog appears.

2.	Select the Planning tab.

3.	Click Edit to change the site options. The button label changes to Save.

4.	Select the appropriate start date policy for your site:

Setting Name

Description

Planned start date prompting

Select whether or not the system will enter a default planned start date and time when a new work order task is created: • Prompt the work order task’s planned start date: The system enters the current date and time as the default start date. Planners will be able to change this default date. • Do not prompt the work order task’s planned start date: The system leaves the planned start date blank, and the planner must enter a date. A warning message is displayed if the planned start date is blank when the task is saved. Note: This policy does not affect work orders triggered from standard jobs. If the work order has been created from a triggered standard job, the system will still enter a planned start date.

5.	Click Save to save your settings.