Routing Tab

Routing tasks are defined in the Work Flow Setup Tasks module. When a main task is selected in a work order, all associated routing tasks are auto-populated into the Routing tab. From here, you can mark each routing task and sub-task as complete, re-route (change the order), or reset a task.

The first routing task will be activated immediately; thus, having a "pending" status. If the active or pending routing task has sub-tasks associated with it, they will appear in the Work Tasks grid (bottom grid). Once you close a routing task, the next task will be automatically activated, and again any associated sub-tasks will appear in the Work Tasks grid. A cumulative list of associated sub-tasks will appear in the Tasks grid (under the Tasks/Resources Tab.

Based on your system setup, an "Assigned" notification can be sent to the "Assigned To" employee when a routing task is activated. Similarly, a "Completed" notification can be sent when a routing task is marked complete. These notifications and the assigned employee are indicated in the Work Flow Setup Tasks module, Routing Tab.

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Routing

In This Section

Closing a Routing Task

Closing a Sub-Task

Re-Routing a Task

Resetting a Task

See Also

Work Order Standard

Work Orders Header Data

WO Tab

Location Tab

Assets Tab

List and Events Tab

Tasks and Resources Tab

Costs Tab

Billing Tab

Related Tab

Requests and Tracking Tab

Links Tab

Custom Tab

Comments Tab

Toolkit Functions

How to Create a WO

How to Create a WO for Multiple Asset Types

How to Create a WO from a WO

How to Edit a WO