Audience: Dispatchers and administrators
To allow technicians to finalize a task on their mobile device, add outcome causes that explain what happened during a work order (WO). With recorded outcome causes, it is easier to know how to bill a client, understand an asset’s history, and plan future maintenance.
Prerequisites
Before you start:
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To add a new activity, see Create activities.
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To understand more about outcome causes, see Configure outcome causes.
Follow the UI path
The instructions start from this system path:
Configuration > Core > Work Order Management > Activity
Add outcomes to activities
To associate an outcome with an activity:
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In the Activity list table, in the activity’s row, click the Associate outcomes icon.
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In the Outcomes casuals window, drag outcomes from the Not associated causals table to the Associated causals table.
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For each associated outcome cause, you can configure:
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Minimum time to reschedule (min): The minimum time to reschedule the activity.
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Reset subcontract: Whether to allow the field technician to reset the work contract.
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Allow SES: Whether the field technicians can use a simple email service (SES) to register activity outcomes.
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Click Save.
What’s next
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To define which skills belong with certain activities, see Associate skills with activities.
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To define which interventions can be performed during certain activities, see Associate interventions with activities.
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To import many activities from a .xlsx file, see Mass import activities.