NextGen FSM
NextGen FSM
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Define work order priorities for scheduling

Ensure that critical tasks, such as emergency repairs or high-value customer orders, are at the front of the scheduling queue. Link work order (WO) rules to help the system rank priority levels of pending activities.

Priority levels legend

Values follow this standard hierarchy:

Priority Value

Urgency Level

Description

1 - 2

Critical

These tasks must be scheduled immediately. They might be an emergency.

3 - 5

High

These are important tasks with close deadlines

6 - 8

Medium

These are standard maintenance tasks or routine activities.

9 - 10

Low

These are non-urgent tasks or backlog items.

Create new priority rules

To add a rule that determines a WO’s priority:

  1. Navigate to Configuration > Scheduling Optimization > WO Priority.

  2. Click the New priority rule button.

  3. In the Edit priority rule tab, enter the priority rule’s description.

  4. Optional:

    • Order: Enter the priority rule’s order number

    • Enable: Toggle whether or not the rule is enabled.

  5. To link specific filters to priority levels, next to the Defined priorities list, click the Add button.

  6. In the WO filter priority window, select a WO filter.

  7. Enter a Priority value.

    • Note: Since priority is numerical, lower numbers are higher priority.

  8. Click Ok.

  9. In the WO priority assignment rule page, click Save.

Note: If a WO meets multiple criteria within the same rule, the system automatically assigns the highest priority to that WO.

Manage priorities

Edit rules and filters

To change the WO filter or priority level of a specific filter:

  1. On the Edit priority rule tab, in the Defined priorities list, click a WO filter.

  2. As needed, change the:

    • WO filter: Select a filter from the dropdown.

    • Priority: Enter a new numerical priority.

  3. Click Ok.

  4. In the WO priority assignment rule page, click Save.

Delete a priority assignment

  1. On the Edit priority rule tab, in the Defined priorities list, find the filter.

  2. On the right, click the Delete icon.

  3. When a warning message appears, click Yes.

  4. In the WO priority assignment rule page, click Save.