Put work order on hold – Help center

Why put a work order 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 work orders 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 work order 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 work order on hold?

You can put a work order on hold from one of the four tabs of the “Organize” module. Let's take the example of putting a work order on hold from the “List of work orders” tab.

Go to the “Organize” module.
Click on the tab “List of work orders”.
Select the date on which the work order is planned using the date picker.
Identify the operation to put on hold and click on “…” and “Put on hold”.

💡 The work orders that have been put on hold are displayed in yellow in the agenda.

How to put all work orders of a day on hold?

You can also put all the work orders or deliveries of a route on hold from the “Agenda” and “Routes” tabs. Let's take the example of putting all work orders on hold from the “Agenda” tab.

Go to the “Organize” module.
Click on the tab “Agenda”.
Select the date on which the work orders are scheduled using the date picker.
Check the box corresponding to the route for which operations must be put on hold.
Click on the button “Put on hold”.

How to remove the hold on a work order?

You can remove the hold on a work order from any of the four tabs in the “Organize” module. Let's take the example of removing the hold from the “List of work orders” tab.

Go to the “Organize” module.
Click on the tab “List of work orders”.
Select the date on which the work order is planned using the date picker.
Identify the operation in the table and click on “…” and “Remove on hold”.