Manage activity rules

To prevent conflicts or redundant activities, define logical relationships between primary and secondary work orders (WOs). Cancel, block, schedule, or make compatible WOs based on automatic operational triggers.

Audience: Administrators

UI path: Configuration > Core > Work Order Management > Activity Rules

Add new cancellation rules

To automatically remove secondary WOs when a primary WO is created or updated:

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

2. Click New rule.

3. In the Select cancellation rules tab, in the description field, describe the relationship between the primary and secondary WO types.

4. Enter at least one other parameter:

   • Sorting.

   • WO type.

   • Work cycle.

   • Activity.

5. To trigger secondary order cancellations, in the Secondary activities table, click New row.

6. In the Connection type field, select:

   • Cancel all (always): When the primary order is created, it cancels both primary and secondary orders.

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

   • Cancel employees (always): Cancels the related primary order when the secondary is created.

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

7. Enter at least one other parameter:

   • WO type.

   • Work cycle.

   • Activity.

8. Click Save.

Configure cancellation rules

To change a cancellation rule:

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

2. In the Select cancellation rules tab, enter desired parameters.

3. Click Search.

4. In the Cancellation rules table, click a rule to edit.

5. Optional: In the Cancellation rules tab, modify parameters.

6. Optional: To enter parameters into a new secondary activity, click New row.

7. Click Save.

Manage blocking rules

To ensure primary WOs reach a specific validation state before secondary work starts:

1. Navigate to Configuration > Core > Work Order Management > Activity Rules > Blocking rules.

2. In the Search blocking rules tab, enter any desired parameters.

3. Click Search.

4. In the Blocking rules table, click a rule.

5. In the Lock rule tab, choose the WO type.

6. As needed, modify any other parameters.

7. Click Save.

8. In the Secondary activities table, either:

   • Click and modify a secondary activity.

   • Click the New row button and define a secondary activity. 

9. To set the validation trigger, in the Secondary activity window, select a WO type from the dropdown.

10. To determine what happens to the secondary order after the primary is debriefed, in the Connection type field, select:

    • Lock always.

    • Lock if overlapping, only.

11. Click Save.

Set up concurrent scheduling rules

To aggregate multiple WO types and make dispatch easier:

1. Navigate to Configuration > Core > Work Order Management > Activity rules > Concurrent Scheduling Rule.

2. In the Search combined scheduling rule tab, enter any desired parameters into both:

   • Activity 1.

   • Activity 2.

3. Click Search.

4. In the Connection rules table, select the primary WO type.

5. In the Secondary activities table, to add secondary WO types, click the New row button.

6. Enter:

   • Connection type.

   • WO type.

   • Any desired parameters.

7. Click Ok.

8. To determine the total time of the macro order, in the Duration evaluation type field, select:

   • Absolute value: Enter how long the WO took to complete.

   • Max value: Uses the duration of the longest single WO in the group.

   • Relative value: Enter a duration value as a multiplier against the duration reference order type.

   • Relative value %: Calculates a percentage-based total.

     • Enter a duration value.

     • Select a duration reference order type.

   • Total: Adds the duration of all included WOs together.

9. Click Save.

Define compatibility rules

To use specific secondary WOs or add secondary tasks to a generic task while on-site:

1. Navigate to Configuration > Core > Work Order Management > Activity rules > Compatibility Rules.

2. In the Search compatibility rules tab, enter any desired parameters into the:

   • Primary activity section.

   • Secondary activity section.

3. Click Search.

4. At the bottom, click + New rule.

5. In the Compatibility rule tab, enter:

   • Description.

   • Compatibility type.

6. Enter at least one other parameter:

   • WO type.

   • Work cycle.

   • Activity.

7. Click Save.

8. To add compatible secondary work order types that can replace or be added to the primary, in the Secondary activities table, click New row.

9. In the Secondary activity window, enter at least one parameter:

   • WO type.

   • Work cycle.

   • Activity.

10. Click Save.

Notes: 

• To allow field-based replacements, enable the rule for use on the mobile component.

• For all aggregated or concurrent orders, the mobile component displays activities separately, so each order needs individual final debriefings.