The Employees assigned as Supervisors on Work Orders can be sent email notifications informing them when the Main Work Task on the Work Order is overdue.
The Projected Completion Date (in Work Orders > Standard > Costs tab) determines when a task is overdue. The projected completion date is auto-calculated based on the Work Order Start Date + the value (number of days) in the Estimated Task Duration field (in the Work Flow Setup > Work Tasks > WO defaults tab). The Projected Completion Date can be manually modified. When the System calculations are run the Projected Completion Date is checked against the current date.
Overdue notices are processed each night on the server by the PM Service. They'll be processed at the same time as PMs are generated. This time is determined by the system administrator.
Note: Notifications generated from imported field data are processed when you synch. Only email notifications can be sent regarding imported field data.
Users have the ability to override most of the automated Work Order Notifications simply by checking the appropriate Override box on the Work Order form before saving the record. When one of the Override fields is marked, the system does NOT send the corresponding Notification.
Override Fields
Leadworker
Prevents the system from sending the Leadworker Notification for the particular Work Order.
Overdue
Prevents the system from sending the Overdue Task Notification for the particular Work Order.
Work Order Overdue Notifications can also be globally overridden by enabling the Disable Work Order Overdue Notifications item in Lucity's Work Options.
Problem
Prevents the system from sending the General Problem Notification for the particular Work Order.
Problem Notifications may also be overridden in the Work Request module.
Supervisor
Prevents the system from sending the Supervisor Notification for the particular Work Order.
Task
Prevents the system from sending the General Task Notifications for the particular Work Order.
Note:Start Date, Priority Change, Work Order Completion, and Status ChangeNotifications CANNOT be overridden.
How To Set Up a Task To Generate an Overdue Notification
Note: The notification template must have these values
After creating the template, go into the Work Flow Setup > Task module.
On the WO Defaults tab
Enter the estimated task duration time into the EST Task Duration field. (This is measured in days.)
On the Notifications tab
Using the Overdue Notif field, select which email notification will be sent to the work order supervisor.
In Work Flow Setup > Employee > Contact Info tab the Email field must be filled out for the supervisor to receive the notification.
After completing the above setup, every time that task is used as the Main Task on a work order, and the work order is still open after the estimated duration, they supervisor will receive the email notification.
Note: The Work Task must be selected as the Main Task on the Work Order for the related notifications to be sent.
What Determines When a Task is Overdue?
