Place On/Take Off Hold
Sometimes there may be a reason that a job cannot be authorised at this point in time until certain conditions have been met but the authoriser does not want to refuse it.
This can be done using the <Place On Hold> action. By putting a job 'On Hold', there is visibility that it has been actioned albeit that there is no desire to progress at this stage. It is also possible to take an 'On Hold' job, “Off Hold” to say that the information has been obtained/conditions have been met and a decision can be made. This can be done using the ‘Take Off Hold’ action.
‘Place On Hold’
On the Job Detail screen, select the <Place On Hold> action to display the ‘Place On Hold’ pop up.
When placing a job on hold, all that is required is a ‘Reference’ and any ‘Notes’ to say why the job is being put 'On Hold'. Once all the necessary data has been entered, click <Save> to place the job on 'On Hold'.
The 'On Hold?' column on the Jobs List is also updated.
Take Off Hold
On the Job Detail screen, select the <Take Off Hold> action to display the ‘Take Off Hold’ pop up.
When taking a job off hold, all that is required is a ‘Reference’ and any ‘Notes to say why the job is being taken "Off Hold". Once all the necessary data has been entered, click <Save> to place the job on "Off Hold".
The "On Hold?" column on the Jobs List is also updated.
Permissions: Can Authorise Work Orders, Can Authorise/Refuse Work Orders Created By Me, Can Refuse Work Orders