Cancel Automatic Work Orders

Automatic work order cancellation is a background process that removes outdated tasks from the system based on predefined expiration rules. By linking these rules to specific work order types, the system automatically clears orders that have surpassed their window of relevance (such as those that have been unassigned or unaddressed for too long). This automation ensures your scheduling queue remains free of stale data and reduces the need for manual cleanup by dispatchers.

Create an automatic cancellation rule

Before applying automation to a task type, you must define the specific time parameters that trigger a cancellation.

1. Navigate to MAIN MENU > CONFIGURATION > CORE > WORK ORDER MANAGEMENT > AUTOMATIC DELETION RULES.

2. Click NEW to create a rule or select an existing rule from the list.

3. Enter a Description to identify the rule.

4. Select a Time reference (e.g., Creation Date, Due Date) to establish the starting point for the countdown.

5. Enter a numerical Value and select the Time interval (e.g., Days) to determine the duration of the window.

6. Click SAVE.

Apply cancellation rules to work order types

Once a rule is defined, it must be associated with a specific work order type to become active for those tasks.

1. Navigate to MAIN MENU > CONFIGURATION > CORE > WORK ORDER MANAGEMENT > WO TYPES.

2. Search for the specific work order type you wish to automate and click on its row.

3. Locate the Automatic cancellation parametrization field.

4. Select the desired Automatic cancellation rule from the dropdown menu.

5. Click SAVE.