Routing

Routing Tasks are directional tasks or processes embodied in a main task. The Routing tab allows you to define default routing tasks and sub-tasks for each Work Task record. Then, when a main task is selected in a work order, all the associated routing tasks and sub-tasks will be auto-populated into the work order. The routing tasks will appear in the top portion of the Routing tab in a work order while the sub-tasks will appear in the lower portion (Work Steps grid).

Field

Function

Don't Reset WO Route

When a Task is selected as the Main Task on a work order it automatically carries over the task's Routing Information. If the Main Task is changed the Routing information is cleared out. If this checkbox is marked on a Task Setup record and the Main Task is changed on the work order the routing information will not be cleared out on the work order.

Work Flow Steps Grid

The Work Flow Steps grid is where you define default routing tasks. Each step can then have multiple sub-tasks assigned to it in the Work Flow Steps Sub-Task Grid. Then when a task is selected as a main task in a work order, all routing task information will be auto-populated into the Routing tab of the work order. From there, you can mark each routing task as complete.

A sample of the grid appears below. Sort records in the grid by clicking on the headings.  An up or down arrow (highlighted in orange below) indicates whether data appear in ascending or descending order. The record that is selected in this grid controls which records are displayed in the subtasks grid.

routing tasks

How to add Routing Tasks

Work Flow Sub-Tasks Grid

Sub-tasks will also appear in the Tasks/Resources tab (Tasks grid) of the work order; however, not all sub-tasks appear at once. Initially only the sub-tasks associated with the "pending" or active routing task will appear. Then, as each routing task is closed and a new one activated, new sub- tasks will be added to the grid.

Note: Sub-tasks from previous routing tasks will remain in the Tasks grid (i.e. old sub-tasks will not be removed from the grid even after the routing task is closed).

A sample of the grid appears below. Sort records in the grid by clicking on the headings.  An up or down arrow (highlighted in orange below) indicates whether data appear in ascending or descending order. The records that are displayed in this grid are controlled by the record that is selected in the first grid.

How to associate Sub-Tasks

In This Section

Routing Tasks Structure/Process

How To Add Routing Tasks

How To Associate Sub-Tasks