Work Orders Are Now Immovable
under review
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Alec Somer
Recently, there were tasks that could be moved to different stages of a project. Now the work orders are stationary and immovable causing some issues. If a task is still open, but we need to move to the next stage, we are unable to without completing the work order/form/task. Can these be turned back to movable fields? It was a much easier flow rather than the rigidness the new update is offering.
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Toy Eastes
Max Kazakov Just found another use case for this. Our conduit painter is having a baby and will be on paternaty leave soon so we have to assign his WOs early. Also, as the year end approaches, people want to pay early. Both of these sitautions include me manually opening a WO that is already in a later phase that is not yet opened, and then assiging the task and it will be done. But then later when the true phase is open, since I cannot archive, delete or move that WO knowing it is being done early, it will just open a duplicate and auto-assign to someone who has already done this, causing confusion. If they (or we) do not realize this WO still has to be closed, the project will potentially stall since that WO will remain open (as the task was already done it's possibly they'll ignore it thinking the alert was a glitch).
If we can move that WO to an earlier phase that is open, then there won't be a duplicate later. Thanks.
Max Kazakov
marked this post as
under review
Max Kazakov
Very fair fedback, Alec Somer, Mikayla Morehouse, Toy Eastes... is the use-case long standing tasks like permit/Ix applications? things that have to be started in a given phase but don't have to block that same phase, perhaps only a downstream phase?
Mikayla Morehouse
Max Kazakov for us it is work orders/forms that are opened manually and accidentally added to the wrong stage, thus keeping the stage open when it shouldn't be. "electrical release inspection" - not always needed but accidentally opened in the design stage instead of the inspection or electrical stage. convenient to just move it to the stage you are wanting it in.
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Toy Eastes
Max Kazakov For us it's things like meter work that is started during the site inspection but not finished until the pre-con stage, with some various tasks being completed at different intervals, but we don't want to hold up the design and applicaiton stages. Or even things like drawing revisions that were started but are not needed to be compelted before the applications, just before the install, and it's holding it up if not done. Etc.
Mikayla Morehouse
Agreed!! Would love to see this feature back!
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Toy Eastes
Agreed. The way we have been doing it is archiving and reopening a new one, but all the notes in the original WO are "lost".