Create a work order task dependency using a work order template

In addition to creating work order task dependencies that are inherited from the associated work orders, you can also create work order templates that contain task dependencies.

Before you begin

Role required: wm_qualifier or qualifier combination role

About this task

Like work order tasks created from work orders, the dependencies inherited from the template enforce the order in which a single agent or multiple agents perform the tasks.

Procedure

  1. Navigate to Product Catalog > Templates > Work Order Template.
  2. Create a new work order template.
  3. Create the work order tasks.
  4. Open one of the tasks.
    • If other tasks are dependent on this task; that is, this task must be completed before other tasks can be completed, click Dependents > New and select the dependent tasks.
    • If this task is dependent on other tasks; that is, other tasks must be completed before this task can be completed, click Depends on > New and select the tasks to which this task is dependent.
  5. Repeat this process for the remaining tasks.
  6. When you have defined the dependencies for all tasks, click Update.

    After the work order task dependencies are defined, you can select the template when creating a new work order, and the tasks, along with the defined dependencies, will be inherited by the work order.