Define Work Order priorities for scheduling

Link previously-created Work Order (WO) filters to numeric priority levels. Allow the system to intelligently rank pending activities by applying logic-based rules to WOs. Ensure that critical tasks, such as emergency repairs or high-value customer orders, move to the front of the scheduling queue.

Create a New Priority Rule

A "Priority Rule" acts as a container for multiple filter-priority pairings for a specific organization.

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

2. Click New Priority Rule.

3. Enter the following information:

   • Description: the priority rule’s description.

   • Organization: The WO’s organization.

   • Active: check this flag to activate the WO priority rule.

4. Click Save.

Add priorities to a rule

After you create or select a rule, you must link specific filters to priority levels:

1. In the List of Set Priorities section, click Add Priority WO Filter.

2. In the pop-up window, select a WO Filter.

   • See Define Work Order Filters for scheduling.

3. Assign a Priority value.

   • Priority is numerical. The lower the number, the higher the priority.

4. Click OK to add the filter to the list.

5. Click Save.

Manage existing priorities

Edit rules and filters

1. Click any row in the Priority Rules List.

2. To change the priority level of a specific filter, click the record/row within the List of Set Priorities table.

3. Adjust the filter selection or the numerical priority.

4. Click OK.

5. Click Save.

Handling overlapping filters

If a single WO meets the criteria for multiple filters within the same rule, the system is designed to be "safety-first": it will automatically assign the lowest numerical value (the highest priority) to that WO.

Delete a priority assignment

1. Locate the specific filter in the List of Set Priorities table.

2. Click Delete beside the record.

3. Click Save.

Priority Levels Legend

When assigning values, refer to the following standard hierarchy: