Put field service operation on hold

Why put a field service operation on hold?

This feature is particularly useful when you are using notifications to customers. Indeed, it makes possible to communicate a more precise time slot.

If you have a large time slot, e.g. 9.00am - 6.00pm, putting it on hold will restrict it to the smallest time slot that exists within that time slot, for example 5.00pm - 6.00pm.

The confirmed field service operations have priority over pending ones, and pending operations have priority over planned ones. Thus, when you add operations to an existing route and restart the optimisation, if not all field service operations are assigned to a route due to the workers' schedules the first operations that will not be taken into account will be the planned ones, then the pending ones and finally confirmed ones.

How to put a field service operation on hold?

You can put a field service operation on hold from one of the four tabs of the 'Organize' module.

From the tab 'Agenda'

1. Go to the 'Organize' module.
2. Click on the tab 'Agenda'.
3. Select the date on which the field operation is scheduled using the date picker.
4. Double click on the task to put on hold.

   

5. Click on '…' at the top right of this window and 'Put on hold'.

   

From the tab 'Routes'

1. Go to the 'Organize' module.
2. Click on the tab 'Routes'.
3. Select the date on which the field operation is scheduled using the date picker.
4. Identify the route in which an operation must be put on hold and click on '…' and 'Route's detail'.

   

5. Identify the operation to put on hold and click on '…' and 'Put on hold'.

   

From the tab 'Map'

1. Go to the 'Organize' module.
2. Click on the tab 'Map'.
3. Select the date on which the field operation is scheduled using the date picker.
4. Click on the icon corresponding to the field service operation to put on hold.

   

5. Click on '…' at the top right of this window and on 'Put on hold'.

   

From the tab 'List of field services'

1. Go to the 'Organize' module.
2. Click on the tab 'List of field services'.
3. Select the date on which the field operation is scheduled using the date picker.
4. Identify the operation to put on hold in the table and click on '…' and 'Put on hold'.

   

How to put all field service operations on hold?

You can also put all the field operations or deliveries of a route on hold from the 'Agenda' and 'Routes' tabs.

From the tab 'Agenda'

1. Go to the 'Organize' module.
2. Click on the tab 'Agenda'.
3. Select the date on which the field service operations are scheduled using the date picker.
4. Check the box corresponding to the route for which operations must be put on hold.
5. Click on the button 'Put on hold'.

   

From the tab 'Routes'

1. Go to the 'Organize' module.
2. Click on the tab 'Routes'.
3. Select the date on which the field service operations are scheduled using the date picker.
4. Check the box corresponding to the route for which operations must be put on hold.
5. Click on the button 'Put on hold'.

   

Remove the hold on a field operation

From the tab 'Agenda'

1. Go to the 'Organize'.
2. Click on the tab 'Agenda'.
3. Select the date on which the field operation is scheduled using the date picker.
4. Double click on the field operation.
5. Click on '…' at the top right of this window and 'Remove on hold'.

From the tab 'Routes'

1. Go to the 'Organize' module.
2. Click on the tab 'Routes'.
3. Select the date on which the field operation is scheduled using the date picker.
4. Identify the route in which the hold on operation must be removed and click on '…' and 'Route's detail'.
5. Identify the operation and click on '…' and 'Remove on hold'.

From the tab 'Map'

1. Go to the 'Organize' module.
2. Click on the tab 'Map'.
3. Select the date on which the field operation is scheduled using the date picker.
4. Click on the icon corresponding to the field operation for which the hold must be removed.
5. Click on '…' at the top right of this window and on 'Remove on hold'.

From the tab 'List of field services'

1. Go to the 'Organize' module.
2. Click on the tab 'List of field services'.
3. Select the date on which the field operation is scheduled using the date picker.
4. Identify the operation in the table and click on '…' and 'Remove on hold'.