Associate materials with work cycle operations

Audience: Dispatchers and administrators

Add materials, such as specific parts or tools, directly to individual operations within a work cycle. Ensure the system prompts technicians to use or pick up the required materials for each part of the intervention.

Prerequisites

Before you start:

• Ensure you have defined the materials you want to associate.

• To define operations and steps for a work cycle, see Create work cycles.

Follow the UI path

All following instructions start from this system path:

Configuration > Core > Work Order Management > Work Cycles

Add material

To add material to an allow list for a work cycle:

1. Enter one or more search criteria.

2. Click Search.

3. In the Work cycle table, click the desired work cycle.

4. In the Working cycle structure table, next to the desired operation type, click the Three dots menu.

5. Select Associate materials.

6. In the Materials list table, in the Material field, click the Search icon.

7. In the List of allowed materials table, select a material.

   • Note: Only materials in the allowed materials list can be selected.

   • See Associate materials to operations.

8. In the Quantity expected field, enter the amount of material needed for the work cycle.

9. Click Insert.

What’s next

• To add documents to stages in a work cycle, see Associate documents with work cycle operations.

• To upload a lot of work cycle data at once, see Mass import work cycles.

• To connect work cycles with specific types of work orders, see Associate work cycles with work order types.