You can now create rules for Work Orders/Corrective Action Requests. These can be either auto assignment rules or suppression rules.
You will need the Maintenance Admin role to create these rules.
- Rule Type:
- Suppression rules will prevent the auto creation of work orders/corrective action requests from recorded activities for the specified fields/sites/equipment
- Auto assignment rules will assign work orders/corrective action requests created from recorded activities to the person or group selected in the Assigned to dropdown for the specified fields/sites/equipment
- Activities: Limit the rule to specific activities or for All Activities
- Scopes: Limit the rule to specific fields, sites or equipment, or for All Fields
Above is an example of a Work Order created from a Tank Inspection that was auto assigned to the group from the associated rule