Cancel automatic work orders

Your system can remove outdated or unassigned tasks from the system based on predefined expiration rules. Ensure your scheduling queue has relevant current data and reduce manual cleanup.

Create an automatic cancellation rule

To define the specific time parameters that trigger a cancellation:

1. Navigate to Configuration > Core > Work Order Management > Activity Rules > Automatic Deletion Rules.

2. At the bottom, click the New automatic WO cancellation button.

3. Enter:

   • Code: Enter an identifier for the rule.

   • Description: Describe the rule.

   • Time reference: To establish the countdown’s starting point, select:

     • Enter date.

     • Scheduled key end date.

     • Scheduled key start date.

   • Time interval: Select the unit of the time interval.

     • Days.

     • Hours.

   • Value: Define how long the time interval is.

4. Optional: In the Sorting field, add a value to rank the rule.

5. Optional: If the rule should be visible, check the Visible box.

6. Click Insert.

Apply cancellation rules to work order types

Important: If you apply a cancellation rule to a WO type, all of that type of WO are automatically canceled by the system once it exceeds the time limit defined in the rule.

To link a rule with a specific work order (WO) type:

1. Navigate to Configuration > Core > Work Order Management > WO Types.

2. In the Filters panel on the right, search for the WO type you want to automate.’

3. Click Search.

4. Click on the WO type’s row.

5. In the Edit work order type page, go to the Details section.

6. In the Automatic cancellation parametrization field, select the desired automatic cancellation rule.

7. At the bottom, click the Save button.