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  • 1.  Blocking adding a job plan to completed work orders

    Posted 07-30-2025 15:52

    We have rules around when a work order can be completed and are finding some users completing the work order before they are adding the job plan.  This gets around some of the restrictions and I can make a CEM rule to block this.

    But is there an out of the box setting or system property that would block a job plan from being added to completed work orders?


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    Brad Delong
    WDW
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  • 2.  RE: Blocking adding a job plan to completed work orders

    Posted 07-31-2025 10:00

    No, there's not an out of the box setting on this. Edit rules would still apply so if they had planned materials at the job plan header level for example, that would generate an error (typically, though customers can change the edit rules). But there's nothing to prevent a job plan from being set out of the box.

    A global data restriction (or something like that) to make the field read-only is probably what I would do. Or you can add validation via an automation script if you want to throw an error to the user. 



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    Steven Shull
    Naviam
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