Concepts

Tasks

Settings

Setting up Work Order Hold Reasons

When a user creates a work order hold, they must select a hold reason. The hold reason identifies the types of actions that are restricted by the hold:

•	Marked as planned

•	Sent for approval

•	Pick list creation

•	Requisition creation

•	Request for quotation creation

•	Purchase order creation

•

Schedule

•	Report activity

•

Close

•

Reopen

There are two levels of restrictions:

•	Not allowed: the action cannot be performed; no warning is issued

•	Allowed with warning: the action can be performed but the user is warned before the action is completed

This topic explains how to create new hold reasons.

To Create Hold Reasons

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 Holding tab and click New. The Hold Reason dialog appears:

3.	Enter the following settings:

Setting Name

Description

Name	Description of the reason for the hold. This is the description that users will see when selecting a hold reason from the list of reasons. You can enter up to 255 characters.

Mark as planned

Select whether users are allowed to mark a work order task as planned when the task is being held.

Schedule

Select whether users are allowed to schedule a work order task when the task is being held.

Report activity

Select whether users are allowed to report activity for a work order task when the task is being held. This setting affects the following actions: • Report Activity • Enter Indicator Readings • Move Asset to Repair Shop • Swap Now (Component Swapping Info dialog) • Complete Repair (Component Swapping Info dialog) • Enter Timecard (on a task requirement) • Issue Material (on a task requirement) • Issue Tool (on a task requirement) • Report Tool Usage (on a task requirement) This setting also affects the following transactions, when they reference a held work order: • Time cards • Material issues • Rented equipment receipts • Rented equipment usage transactions • Tool issues • Tool usage transactions • Service acknowledgements

Close

Select whether users are allowed to close a work order task when the task is being held.

Reopen

Select whether users are allowed to reopen a closed work order task when the task is being held.

Create pick list

Select whether users are allowed to create a pick list for the requirements on a work order task when the task is being held.

Create requisition

Select whether users are allowed to create a manual requisition for a work order task when the task is being held. Note: Requisitions that are automatically created when a work order task is marked as planned are not affected by holds.

Create RFQ

Select whether users are allowed to create an RFQ for a work order task’s requirements when the task is being held.

Create purchase order

Select whether users are allowed to create a purchase order for a work order task’s requirements, or charge a purchase order line to a task when the task is being held.

4.	Select the Description tab to enter a longer description of this hold reason.

5.	Click OK to save the reason.