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 Prevent LEAD field from being populated in new work order.

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Peter Watkins's profile image
Peter Watkins posted 04-23-2024 01:45

Hi all, 

is it possible to prevent the LEAD field from being populated when Owner Group is entered on new work order. I don't understand this functionality to be honest.

Martin Fabra's profile image
Martin Fabra

Hi @Peter Watkins! Yes, it's possible to do. 

I'll give you the logic. If you need more help, I will give you a detailed step by step:

- You must create a "C1" condition in WORKORDER. The condition must be ":OWNERGROUP is not null", that is, when to apply the restriction in the LEAD field (when the owner group is registered).

Next, you need to edit the WOTRACK application and create an OPT 1 signing option. Associate this OPT1 SO with the LEAD field in and configure the conditional properties. In them, add the security group (if this must be met by all users, you can add the MAXEVERYONE group). Then, add the condition that would be C1 and in the properties, define the following for the "TRUE"  value condition. "inputmode" property and "readonly" value (without the quotes).

Next, you need to go to the MAXEVERYONE security group, find the WOTRACK application, and add the C1 signing option.

What do you do with this? When any user (maxeveryone) use WOTRACK, it checks if OWNERGROUP is defined (not null) and if so, sets the LEAD field to READONLY. With that you solve it.

Now, LEAD in my opinion is very important. Who is responsible for a job? If we imagine a job with many departments, services, craft, who leads this? Who to consult if you have any problems? I mean, the person to consult about any aspect because he is the main reference? And well, you get that from that field. Then, how do you use KPI or dashboards for this LEAD field if you don't use it?

In my case, I use it. I have many jobs where I am LEAD and I analyze them to know how I am with respect to the defined schedule.

Regards!

Christopher Winston's profile image
Christopher Winston
Craig Kokay's profile image
Craig Kokay

Hi Peter,

It looks like people have skipped over an important bit of your question.  Firstly, when you enter or rather select the Owner Group via the menu, it only sets the Owner Group field and nothing else.  Lead has nothing to do with Owner Group.

Now, if you are talking about Work Group, then yes, it does set the Lead.  This is because the system is finding the first person who is available (through their labor calendar) from that person group and if no one then the Group/Org/Site default, depending on what's been set.  This more than likely a person that it is the leading hand or the nominated person in-charge of doing the actual work.  Please note that it is a point-in-time thing as to which person gets selected i.e. when the work order gets raise and nothing to do with target start date or schedule start date.