To create new priorities on the TracOS™ platform:
Go to “Settings” on the platform;
Then, “Work Orders”;
Then, “Priorities”.
Automations
In the “Automations” section, enable the Automatic Due Date feature. This means that when a Work Order is created, the selected priority will automatically determine the due date.
You can also specify if a particular priority should not have an automatic due date.
Automatic Request Approval
Enable Automatic Request Approval so that any Request created with a specified priority will be automatically approved and converted into a Work Order.
There is also an option to block this automation for specific requester profiles.
Priority Levels
In the “Priority Levels” section, view the existing priorities: High, Medium, and Low. To add a new level, click on “+Add Priority Level”.
The numbers next to each level indicate the item’s priority, where a higher number means a higher, more critical priority.
You can also edit the color of each level, disable existing levels, or restore priorities in the “Disabled” tab.
You can restore disabled levels by scrolling down to the “Disabled” section and clicking “Restore” next to the disabled level.
Add Automatic Due Date
If you select “Add Automatic Due Date”, you can set a due date period for each priority, which will be automatically applied to Work Orders.
Upon clicking “Save”, a “Review Changes” window will appear, displaying all the modifications made and the items linked to the updated priorities
Priorities when creating a new Work Order
When creating a new Work Order, the defined priorities will appear as options, and selecting one will automatically populate the Work Order’s due date.
