Audience: Administrators
Ensure urgent tasks are immediately recognized and addressed by dispatchers and field technicians. To categorize and highlight critical work orders (WOs) based on their priority, configure the urgent flag for WOs. All WOs marked with high priority automatically have the urgent flag activated. These high-priority WOs trigger an audible alert and are prominently displayed in the multi-day plan.
Once the urgent flag is configured:
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In the multi-day plan, find and manually schedule urgent WOs in the Urgent activities tab.
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When urgent WOs are in the Urgent activities tab, get sound and flashing icon alerts.
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In the daily plan monitor, urgent activities are available in the quick menu.
Prerequisites
Before you start, ensure you:
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Have access to Urgency type in the FSM configuration settings.
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Understand your organization's WO priority definitions.
Follow the UI path
All following instructions start from this system path:
Configuration > Core > Work Order Management > Urgency Type
View urgent flag associations
On the WO urgency types page, you can review the current list of urgency configurations to understand how different priority levels are currently associated with the urgent flag.
Edit urgent flag associations
If your organization's priority definitions change, you can modify the associations used in the multi-day plan. To adjust the priority level that triggers the urgent flag:
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On the WO urgency types, find the WO urgency types table.
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Next to the configuration you want to change, click the Three dots menu > Edit.
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In the WO urgency type window, enter the description and any desired details.
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To understand all of the fields, see Reference: Urgency type.
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Click Save.
Add new urgent flag associations
To create a new urgent flag to use in the multi-day plan:
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On the WO urgency types page, click + New.
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In the WO urgency type window, enter the description and any desired details.
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To understand all of the fields, see Reference: Urgency type.
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Click Insert.
What’s next
After configuring urgency types, you can:
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To understand how urgent WOs are presented and managed, in the daily plan, familiarize yourself with the Urgency activities tab.
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To set up additional alerts and notifications for various WO conditions, explore the "Alert monitor configuration".