Setting up work process flows

Work process flows use relationships between work orders and tasks to automate the flow of status changes. You set relationships between work orders and tasks so that when a task is completed, the next task in the flow can be initiated.

Before you begin

To set the process flow for individual tasks, you must select Under Flow Control at the header level for the work order.

About this task

The best practice for consistently using the flow feature is to set up the process flow as a work template at the job plan level.

Procedure

  1. Open the work order.
  2. Select Under Flow Control.
  3. On the Plans tab, display the details for the task.
  4. In the Scheduling Information section, next to the Predecessors field, click the Detail Menu icon.
  5. Select the tasks that must be completed before this task is initiated.
  6. Save the work order.