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Work Order Required Fields by Status/Category
This feature allows one to set up required fields in work orders by Status and Category. Calem will check work orders and block status transition if required fields are not filled. Some sample business cases to apply the feature:
- When a work order is released to technicians the work order must be assigned.
- When a work order is completed solution note must be filled out if it's corrective work order.
The steps to set up the feature is straightforward.
- Menu path: Admin module | Open | WO Status Fields
- Click "+" to add new configurations.
- Multi-select status, followed by category multi-selection, you may choose "Continue" to skip category selection.
- Finally, multi-select fields to be required.
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