Linking reasons to actions
Sometimes it is important that the planner (back-office) is informed about a specific status transition, performed by the engineer / tradesperson. For this purpose, you can link reasons to specific actions.
1. Go to AppSuite > PMFS action configuration and select an action for which you want to configure a reason.
2. Go to the Reasons level and select or add a reason that you want to link to the action.
3. Click Link order statuses to link a status to the reason.
When the status of a key work assignment changes and the corresponding order action has configured reasons, the user must select the reason, which is then returned to the order.
Example
For the action Pause, several reasons are defined:
• Tools required
• Lunch break
• Priority changed
In this example, the reason Priority changed can imply that the back-office may need to re-plan the work, possibly to a different day or engineer. In that case, it is possible to configure a status against the reason, so that when this reason is selected by the engineer, the order status is also updated (as long as the status transition is valid). The engineer can add an additional comment to explain why the priority has changed.