Associating executable actions with work steps in work plans generated when creating work orders

Abstract

A database system receives an input for creating a work order and identifies work plan criteria based on the input. The database system uses the work plan criteria to select work plan templates, which includes work steps, from multiple work plan templates. The database system creates a work order, including work plans corresponding to the work plan templates and at least part of the input for creating the work order. The database system displays the work order and receives a selection of an activity object displayed on one of the user interface pages displaying the work steps, and then displays an activity picklist. The database system receives a selection of an activity in the activity picklist, and adds, deletes, or modifies a database record by executing a user action or an automated business process corresponding to the activity in the activity picklist.

Description

CROSS REFERENCE TO RELATED APPLICATION[0001]This patent application is a continuation-in-part of U.S. application Ser. No. 16 / 880,058, filed May 21, 2020, which is hereby incorporated by reference in its entirety and for all purposes.COPYRIGHT NOTICE[0002]A portion of the disclosure of this patent document contains material which is subject to copyright protection. The copyright owner has no objection to the facsimile reproduction by anyone of the patent document or the patent disclosure, as it appears in the Patent and Trademark Office patent file or records, but otherwise reserves all copyright rights whatsoever.BACKGROUND[0003]The subject matter discussed in the background section should not be assumed to be prior art merely as a result of its mention in the background section. Similarly, a problem mentioned in the background section or associated with the subject matter of the background section should not be assumed to have been previously recognized in the prior art. The subje...

AI Technical Summary

Benefits of technology

The patent text discusses the difficulty of creating work plans and steps for completing a work order. Users often have to rely on their own knowledge or consult with system administrators and experts, which can lead to mistakes. This is particularly problematic for customer service representatives who generate work orders for millions of assets at thousands of locations. The technical effect of the patent is to provide a more efficient and accurate way of creating work plans and steps in a work order template.

Problems solved by technology

Consequently, such a user can easily make mistakes when creating work plans and work steps in a work order template, particularly when the user is a customer service representative for an organization that generates work orders for millions of assets at thousands of locations.

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