Lock work order scheduling days

Audience: Administrators and operations managers

To ensure maintenance or service tasks aren’t assigned during restricted periods, prevent certain work orders (WOs) from being scheduled on specific days or time slots. 

You can block scheduling based on several different date patterns:

• Specific dates: Exact, one-off calendar dates (like a planned company-wide shutdown).

• Generic weekdays: A regular day of the week (like Saturdays or Sundays).

• Holidays: System-recognized national, local, or company holidays.

• Pre-holidays: The specific days immediately before a recognized holiday.

Prerequisites

Before you start, to create a WO, see either: 

• Create work orders in FSM.

• Create work orders on the server for mobile.

Follow the UI path

All following instructions start from this system path:

Configuration > Core > Work Order Management > Lock Scheduling Days

Schedule lock filters

To prevent work from being scheduled on certain days:

1. On the Scheduling days set configuration page, click the + New configuration button.

2. On the New scheduling days lock tab, enter:

   • Code

   • Description

   • Validity interval (From–To)

3. Click the tab of what is affected by the lock:

   • Operations center: Restrict scheduling for a specific region or branch.

   • Activity: Block distinct types of activities.

   • WO/cycle type: Block specific categories of work.

   • Dates: Restrict specific operational workflows.

4. Add the affected center, activity, WO/cycle type, or dates.

   • See Choose operations center.

   • See Choose activity.

   • See Choose WO/cycle type.

   • See Choose dates.

5. Click Insert.

Choose operations center

To restrict a WO from a specific operations center (OC) at a designated time:

1. In the Operations center tab, select an option in the Operations center dropdown.

2. To add another affected OC, click the + Add button.

3. Once you have all the desired OCs in the List of operations centers table, click Insert.

Choose activity

To restrict a WO from a specific activity at a designated time:

1. In the Activities tab, select an option in the Activity dropdown.

2. To add another affected activity, click the + Add button.

3. Once you have all the desired activities in the Activities table, click Insert.

Choose WO/cycle type

To restrict a WO/cycle type from a specific activity at a designated time:

1. In the WO/cycle type tab, select an option from these dropdowns:

   • WO type.

   • Work cycle.

2. To add another affected WO/cycle type, click the + Add button.

3. Once you have all the desired activities in the WO types/cycle list table, click Insert.

Choose dates

To restrict dates from a specific activity at a designated time:

1. In the Dates tab, select an option from the Day dropdown:

   • Monday.

   • Tuesday.

   • Wednesday.

   • Thursday.

   • Friday.

   • Saturday.

   • Sunday.

   • Public holiday.

   • Day before holiday.

   • Date.

2. If you select Date, click the Calendar icon to specify the month and day.

3. Enter a time or select an option from these fields:

   • Start.

   • End.

4. In the Range type dropdown, select either:

   • Start.

   • Execute.

5. To add another affected date, click the + Add button.

6. Once you have all the desired activities in the List of dates table, click Insert.

What’s next

• To connect operations with the materials necessary to complete them, see Associate materials with operations.

• To ensure WO addresses are normalized, see Geocode work order addresses.

• To schedule a WO, see Make work orders schedulable.

• To change a WO work cycle, see Replace WO work cycles.