Manage Activity Rules

Activity rules allow you to define logical relationships between primary and secondary work orders to automate their lifecycle management. By configuring these rules, you can ensure that related tasks are canceled, blocked, or scheduled concurrently based on specific operational triggers. This automation reduces manual administrative overhead and prevents conflicting or redundant activities from remaining in the technician's queue.

Configure cancellation rules

Cancellation rules automate the removal of secondary work orders when a primary work order is created or updated, ensuring your schedule remains clean and accurate.

1. Navigate to MAIN MENU > CONFIGURATION > CORE > WORK ORDER MANAGEMENT > ACTIVITY RULES > CANCELLATION RULES.

2. Click NEW (or select an existing rule to edit).

3. Define the relationship between the primary work order type and the secondary work order types.

4. Select a Connection Type from the dropdown menu to determine the system behavior:

   • Cancel All: Cancels both primary and secondary orders upon creation of the primary.

   • Cancel All (only if overlying): Cancels the primary and secondary orders closest in time.

     • Cancel Employed (Always): Cancels the related primary order when the secondary is created.

   • Cancel Employed (only if overlying): Cancels only the most recent primary order when the secondary is created.

5. (Optional) Define specific Outcome Causes that trigger secondary order cancellation when a primary order is closed.

6. Click SAVE.

Manage blocking rules

Blocking rules prevent secondary work orders from being started until the primary work order has reached a specific validation state.

1. Navigate to MAIN MENU > CONFIGURATION > CORE > WORK ORDER MANAGEMENT > ACTIVITY RULES > BLOCKING RULES.

2. Select the Primary and Secondary work order types to be linked.

3. Set the validation trigger that will initiate the lock on the secondary activity.

4. Define the Lock Management Type to determine what happens to the secondary order after the primary is debriefed (e.g., Unlock, Cancel, or No Action).

5. To configure the specific outcome triggers used in these rules, navigate to: MAIN MENU > CONFIGURATION > CORE > WORK ORDER MANAGEMENT > ACCOUNTING > OUTCOME CAUSES TYPE.

6. Click SAVE.

Set up concurrent scheduling rules

Concurrent scheduling rules aggregate multiple work order types into a single "macro" work order for more efficient manual or automatic dispatching.

1. Navigate to MAIN MENU > CONFIGURATION > CORE > WORK ORDER MANAGEMENT > ACTIVITY RULES > CONCURRENT SCHEDULING RULE.

2. Select the primary work order type and add "n" secondary work order types to the rule.

3. Select a Duration Evaluation Type to determine the total time of the macro order:

   • Sum: Adds the duration of all included work orders together.

   • Max Valued: Uses the duration of the longest single work order in the group.

   • Relative Value Percentage: Enter a Duration Value and select a Duration Reference order type to calculate a percentage-based total.

   • Relative Value: Enter a Duration Value as a multiplier against the Duration Reference order type.

4. Click SAVE.

Define compatibility rules

Compatibility rules allow field technicians to replace generic primary work orders with more specific secondary work orders or add secondary tasks to a primary set while on-site.

1. Navigate to MAIN MENU > CONFIGURATION > CORE > WORK ORDER MANAGEMENT > ACTIVITY RULES > COMPATIBILITY RULES.

2. Define the primary work order type (typically a generic task).

3. List the compatible secondary work order types that can replace or be added to the primary.

4. Enable the rule for use on the mobile component to allow field-based replacements.

5. Click SAVE.