To create new priorities on the TracOS™ platform, go to the platform Settings, then to Work Order, and then Priorities.
In the Settings section, you can enable the Automatic Due Date settings, which means that when the Work Order is generated, the priority entered in the Work Order will determine the due date of the activity.
At this stage, you also define if any priority will not have an automatic due date.
You will also see the option for Automatic Request Approval. This option specifies that every request created with the priority defined in the selector next to it will be automatically approved and will become a Work Order.
When selecting the Automatic Approval option, a selector to block the automation will appear. You can block this automatic approval for registered Requester profiles.
Create new Priority Levels
When viewing the Priority Levels section, the priorities already registered on the platform will be available: High, Medium, Low.
To add a new level, simply click on +Add Priority Level.
It is worth noting that the numbers next to each level indicate the priority of the items.
The higher the number, the higher and more critical the priority.
You can also edit the colors of the created levels, as well as disable existing levels.
For Disabled Levels, there will be the possibility to restore them in the Disabled section; at this moment, you will have the option to restore the disabled Priority.
When selecting the Add Automatic Due Date option, buttons to set the due dates for each priority will appear next to the levels. When assigning one of these priorities to work orders, the due date will be automatically calculated for the activity.
After Saving the created Priority Levels, a new window will appear to Review Changes. In it, the changes made to each level will be displayed, as well as the Work Orders, Requests, and Plans linked to the priorities being altered.
Create Work Order
When creating a new Work Order, the priorities will appear as selectors.
By defining the Priority Level, the Due Date of the Work Order is automatically filled in.
