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Settings

Placing a Hold on a Work Order Task

This section explains how to place a hold on a work order task.
Holding a work order task restricts the actions that can be performed on the task. For example, holding a task might restrict the ability to mark the task as planned. Another hold might restrict users from reporting activity for the task.
Although holds can only be placed at the task level, holding one or more tasks on a work order may affect certain work order level actions, such as Send for approval or Mark as planned.

To Place a Hold on a Work Order Task

1.
From the Site window, select the Work Management view and then the Work Orders tab.
2.
On the Tasks tab, find the work order task that you want to hold.
3.
Right-click the task and select Holds and then New. The Hold Work Order Task dialog appears.
4.
Enter the information for the hold:
Setting Name
Description
Reason
Select the appropriate reason for holding this work order task. The reason that you select will determine which actions can be performed on the task while the hold is in effect.
Release on
Select this option to have the work order task hold released at a specific date and time. Enter the appropriate date and 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.
Only I am allowed to modify or manually release this hold
If you select this option, no other employees will be able to change or manually release this hold, except for employees with special authority to release any task hold.
If this option is cleared, any employee will be able to manually release the hold.
5.
Click OK to save the hold.