Dynamic Forms - WO Creation Rules

Introduction

WO Creation Rules automatically attach necessary Data Collection (DC) sheets to a newly created Work Order. When a new work order is initiated, the system references predefined rules to identify and link relevant DC sheets to the appropriate WO Operations.

How Rules Are Applied

The system scans for rules that align with attributes of each new WO Operation, or related attributes of the Work Order, Technical Object, or Operation Center. Initially, the system primarily uses the "Work Cycle" attribute for rule matching. Future updates will incorporate additional criteria.

When a rule is found to match a specific "Work Cycle," the system:

• Creates a DC sheet using the currently valid template indicated in the rule's configuration.

• Associates the newly created DC sheet with the Work Order.

Important Considerations:

• Only DC sheets using a currently valid release of a template will be created. If no valid template release exists, no DC sheets are generated.

• If no rules apply, no DC sheets are created.

• If multiple active rules with the same template model are applicable, only one sheet will be created from that template. This behavior may become configurable in future releases (single vs. multiple sheet creation from the same template).

Managing WO Creation Rules

The WO Creation Rules form can be accessed via:

Main menu > Configuration > Mobile Forms > WO Creation Rules.

This window features:

• A Table section listing existing WO Creation Rules.

• A Filters panel on the right side for searching specific rules.

Creation Rules List

The "Search Result" table displays all rules with the following information for each:

• ID

• WO Type

• Work Cycle Operation

• Work Cycle Operation Type

• WO Cycle Code

• Wo Cycle Description

• Data Collection Template Code

• Data Collection Template Description

• Active

Above the table, users can find:

• Rearrange columns icon: Allows users to show/hide columns and reorder them.

• Three dots menu icon: Provides access to table operations, including "New (Rule)."

• New Rule icon: Directly initiates the creation of a new rule.

New Rule Operation

Clicking "New (Rule)" or the "New Rule" icon initiates the creation of a new WO Creation Rule. To define a new rule, you must specify:

1. The set of work cycle operations that trigger the rule.

2. The set of DC templates to be used for creating corresponding DC sheets.

3. The status of the rule (Active or inactive).

Inserting Work Cycle Operations

Use the "Select" command button (located above the Work Cycle Operations table) to identify and link the work cycle operations that will trigger the rule.

A new panel will appear, listing work cycle operations that match the current search criteria. You can select operations based on:

• ID, Work Cycle ID

• WO Type, Wo type associated with the work cycle

• Word Cycle Operation number

• Operation Type

• Work Cycle Code

• Work Cycle Description

On the right, a filter panel allows you to refine your search results by:

• WO Type section: Request Type, Service Type, Facility Type.

• Operation Type section: Operation Type.

• Work Cycle section: Work Cycle Code, Work Cycle Description.

After making your selections, click "Confirm Selection" to return to the previous panel, where the chosen work cycles will be added to the rule.

Inserting Templates

Similarly, use the "Select" command button (located above the Templates table) to identify the DC Templates to be used with the selected rule.

A new panel will pop up, displaying a list of Data Collection Templates that meet the filter criteria. You can select templates based on:

• ID, Template ID

• Code

• Description

• Note

• Active

• Creation Date

• Creation User

• Last Modified Date

• Last Modified User

By default, only templates with at least one published version and an "Active" status (with scopes like "Associable to Work Order" or "Associable to Work Order or a Scheduling Resource") are available.

The filter panel on the right allows you to adjust results or search for specific templates using criteria such as:

• Code

• Description

• Creation Date interval

• Creation Users

• Last Modified Date interval

• Last Modified Users

• Active

• Facility Type

Once you've made your selections, click "Confirm Selection" to return to the previous panel, where the chosen templates will be added to the rule.

Saving and Cancelling

• Saving: Pressing the "Save" button inserts a new set of rules into the WO Creation Rules registry. A new rule is created for each unique work cycle-template combination introduced. The system checks for existing active rules for each combination and notifies the user if a duplicate is found.

• Cancelling: This command discards any changes made and closes the current operation.

Filter Panel for WO Creation Rules

The filter panel for WO Creation Rules is organized into sections:

• Data Collection Template WO Creation Rule:

  • ID (Rule Id)

  • Active (Active rules are proposed by default)

• Data Collection Template:

  • Code (Template code)

  • Description

  • Active

  • Sheet mobile generable

• WO Type:

  • Request Type

  • Service Type

  • Facility Type

• Operation Types:

  • Operation Type

• Work Cycle:

  • Work Cycle Code

  • Work Cycle Description

Row Operations

For each item in the WO Creation Rule list, a three dots row menu on the left provides the following operations:

• Edit: Allows you to view main rule information in read-only mode and change its status between Active/Non-active.

• View Work Cycle: Inspects the Work Cycle involved in the rule.

• View Template: Inspects the DC template involved in the rule.