Configuring the auto-population of access hours in a work order task
Defining default access hours for a work order task based on customer preferences such as account, location, asset, and others, enables auto-population of the access hours for the task.
An administrator can set up access hours preferred by the customers such as account, location, asset, and others, or a combination. The system evaluates these levels based on their order to determine the appropriate default access hours for the task.
Access hour levels define different attributes of work order tasks as matching criteria. These attributes should match the task for which you are determining the access hours. Assigning an order to each level helps the system to evaluate the attributes of a task based on their priority. An ordering rule sorts the levels in descending order. You can then set preferences for these access hour levels by assigning a value to each attribute, and providing an access hour schedule, such as 8-5 weekdays, 24x7, and so on.
When a work order task is created, the system searches for any active access hour levels based on the assigned order and then identifies whether the attributes on the task match the access hour preferences. If the attributes match, the system auto-populates the corresponding access hour preferences. Note that administrators or dispatchers can also manually override the default access hours if the estimated time duration for the task falls outside the defined access hours.
- Access hour level: Account Location, Matching criteria: Account and Location, Account preferences: Boxeo, Location preferences: San Francisco and Florida
- The Boxeo account at the San Francisco location has 7 p.m. - 9 p.m. access hours, whereas the Boxeo account at the Florida location has 6 p.m. - 9 p.m. access hours.