Concepts

Tasks

Settings

Setting Work Order Close Options

In a work type’s properties, you can select to have completed work order tasks closed automatically by the Close Completed Tasks scheduled action, and you can specify the amount of time after they have been completed that they will be closed.

You can also select whether or not the system should check for and warn users about open purchasing documents related to the work order during the work order task close process. See To Notify Employees of Open Purchasing Documents.

To Set Work Order Close Options on a Work Type

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 Work Types tab. Double-click the work type to open it.

3.	In the Work Type Properties dialog, select the General tab and then the Closing tab.

4.	Enter the following settings, as appropriate:

Setting Name

Description

Automatically mark tasks as completed after all indicator readings are uploaded

After all of a work order task’s indicator readings are uploaded from a mobile device, the task will be marked as completed. Select the completion status to apply to the task.

Automatically close tasks

This option allows a scheduled action to be created that will close work order tasks that have been marked as completed. This allows you to leave work order tasks in a completed status for a set period of time, after which they will be closed by the scheduled action. When you select this option, you can specify the amount of time that tasks can remain in the completed status. Note: In order for completed tasks to be automatically closed, you will need to set up a Close Completed Tasks scheduled action. You can do this by clicking the Schedule Auto Closing button on the Work Types tab. Enter the amount of time that tasks can remain in the completed status before they are closed by the scheduled action.

5.	Click OK to save your selections and close the Work Type Properties dialog.

To Notify Employees of Open Purchasing Documents

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 Closing tab.

3.	Click Edit to modify the site settings. The Edit button is replaced by the Save button.

4.	Set the following properties:

Setting Name

Description

Display message when closing work order and purchasing documents remain open

When users close work orders that have open purchasing documents, APM displays a message informing them of the fact.

Send notifications when purchasing documents remain open after work order tasks are closed

Select this option to have the system check for open purchase orders and open requests for quotation (RFQs) that are related to a work order when the work order task is being closed. If open purchase orders or RFQs are found, APM sends notifications to the employees selected in the options on this tab.

Notification method

Select how employees are notified that there are open purchasing documents when a work order task is closed: • Using email • Using bookmarks • Using both email and bookmarks

Notify the buyer

Select this option to notify the buyer that a purchasing document is still open when a work order task is closed.

Notify the planner

Select this option to notify the planner that a purchasing document is still open when a work order task is closed.

Notify other employees

Select this option to notify other selected employees that a purchasing document is still open when a work order task is closed. Click Browse to select the employees who should be notified.

5.	Click Save.