Create job bundles

Bundle operations through rules, or manually bundle operations from choosing schedulable activities. Once you create a bundle, its attributes are calculated. See About bundle details.

⚠️ Important: 

• All bundled WO operations must belong to the same operations center.

• Some conditions are excluded, such as:

  • WOs by order.

  • WO operations linked by rules like simultaneous scheduling, suspension, or blocking.

  • WO operations with pending actions like incomplete suspension or cancellation.

  • Operations with an appointment in the past.

  • WO operations that belong to a multistage group.

  • WOs or WO operations with associated permits.

Use a bundling rule

To create a new bundle, launch one or more bundling rules. See Bundling rules.

Manually bundle

Manually bundle from schedulable activities

1. Search for schedulable activities.

2. Select multiple operations.

3. Next to the activities list, click the Three dots menu > Create Bundle.

4. Enter the bundle’s name into the pop-up.

   • Optional: Add bundling rules field. 

     • The order of operations will be sequenced by ordering rules.

     • Note: If you configure default bundling rules, the field may appear pre-filled.

5. Click Confirm.

6. In the pop-up with the bundle’s ID, click Ok. 

The system will open Schedulable Bundles in the lateral panel with the new bundle highlighted in orange.

Note: If the user selects a bundling rule based on the topological ordering rule, additional information will be asked by FSM to be entered like the initial coordinates.

Manually bundle from work order operations

1. In the schedulable activities section, select Work order operations.

2. Copy your selection to the clipboard.

3. Click Create Bundle.

Manually bundle from the map

Use the map in the daily plan to bundle.

1. Search for schedulable operations.

2. Open the map.

3. Activate the Schedulable Activities layer.

4. To select the operations you want, use the map’s selection tools.

5. In the top left of the map, click the Three-dot menu. 

6. From the dropdown menu, select Create Bundle from Selection. 

7. In the pop-up, enter the bundle’s name.

   • Optional: Add bundling rules field. 

     • The order of operations will be sequenced according to ordering rules.

     • Note: If you configure default bundling rules, the field may appear pre-filled.

8. Click Confirm.

9. In the pop-up with the bundle’s ID, click Ok. 

The system will open Schedulable Bundles in the lateral panel with the new bundle highlighted in orange.

Automatically bundle

Use the Automatically bundle partial operations rule to create closed “child” bundles from partially-completed operations of “parent” bundles.

1. Select the Automatically bundle partial operations parameter for specific bundling rules.

2. Create a new bundle based on this rule.

Once a parent bundle with partial outcomes is definitively closed, a new "child" bundle with these partially closed operations immediately generates.