Hi Angie,

If I understand you correctly, when you say once a branch makes that choice you will edit the specific service order to make it visible thus actually editing one by one to enable.  You are looking for a way to create the 200 PM service orders in one go all not displaying on the dispatch console.

Assuming you are using Alliance v15, you could try creating a process flow which will select the PM Orders based on the criteria you identify the specific contract that is applicable and set the related service orders with PM activities to Do not display on Dispatch Console.

So, the filter selection for the service orders would be the contract, the request type being a PM and the Do not display on Dispatch Console is N for the activity and set this to Y.  It could be event driven upon creation possibly.

Later, when the branch says go ahead, you can use the service order module to modify the activity info disabling the Do not display on Dispatch Console.

I have not tried this but this might be feasible. Of course, you can discuss with IFS Alliance business consultants if you need more information or assistance as a services request.

Another possible method which may work for you is:

Define an action group that does not display on the dispatch console

Set this action group as the default action group of the installed item for PM orders in the Service Info page

Then when the branch says it is ok,  you can change the action group to the appropriate one which does not have the do not display enabled and also turn off that setting in the work order.

This way you do not have to create a process flow but also note that any PM orders regardless of the contract for that installed item will default to that action group if the service order is a PM.

Only drawback to this is it will be this way for ANY PM orders for that installed item, not just the orders associated with the contract.

Again, just another thought how to possibly go about this requirement.

Thank you. I have not created any process flows myself - so I may try that for the “experience”. If not, I believe the action group idea will work as well. They still have to change something on the order - and either field would be fine.