NextGen FSM
2026 Wave Two 2026 Wave Three 2026 Wave One
NextGen FSM
2026 Wave Two 2026 Wave Three 2026 Wave One
Breadcrumbs

Create work cycles

Audience: Dispatchers and administrators

To ensure operational consistency and guarantee that complex jobs follow a standard technical path, define operations required for a given work order (WO) type. Include mandatory tasks, team sizes, and required documentation for every intervention and all critical steps when a task is completed. 

Prerequisites

Before you start:

Follow the UI path

All following instructions start from this system path:

Configuration > Core > Work Order Management > Work Cycles

Search for a work cycle

To find a previously created work cycle:

  1. Enter one or more search criteria.

  2. Click Search.

Add a work cycle

To make a new work cycle:

  1. On the Work cycles page, click + New.

  2. Enter the following information:

    • WO type: Select the type of WO from the dropdown menu.

    • Cycle code: Enter the code of the cycle.

    • Cycle description: Enter a description of the cycle.

    • Order: Enter the desired order of the work cycle in the list.

    • Visible: Check the box if you want the work cycle to be visible and searchable.

    • WO to generate on mobile: Check this box if you want to be able to add this work cycle on mobile.

    • WO by order: Check the box if you want this WO to 

    • Approval on field required: Check this box if the work cycle needs to be approved in the field.

  3. Click Insert.

Add a work cycle row

To create a new step in a work cycle:

  1. In the Work cycle table, click the cycle type that you want to add a row to.

  2. Click the + New row button.

  3. Enter the following information:

    • WO operation type

    • Operation number

    • Operation type

  4. Click Insert.

What’s next

After creating a work cycle and adding a work cycle row, you can: