Review work order, booking and checklist automation

Use the lifecycle hubs for work orders, bookings and checklists to see which automated reminders and follow-ups are running, pause or stop one, and clear what waits for approval.

In the sidebar, open Automation, then Overview. Under Domain automation hubs, press Work Orders, Bookings & Activities or Checklists. The page addresses are /work-orders/lifecycle, /bookings/lifecycle and /checklists/lifecycle. From a work order, Automation details at the bottom of its Lifecycle tab opens the work order hub.

A lifecycle hub watches the automated sequences for one kind of record: the reminders, follow-ups and review requests Nova sends or does on its own. Each hub is the same page, filtered to its records:

• Work Order lifecycle hub: service reminders, post-service follow-ups and review requests. Its shortcuts start from the Work order reminders and Post-service reviews presets.
• Booking lifecycle hub: reminders before an appointment or activity, follow-ups after it, and review requests. Its shortcut starts from Activity follow-ups.
• Checklist lifecycle hub: nudges when evidence is due, follow-up on failed items, and completion reminders. Its shortcut starts from Checklist remediation.

Before you start

• Opening a hub needs permission to read that kind of record; seeing anything on it also needs permission to view lifecycle automation. Without it the page says Lifecycle access is unavailable.
• Pausing, stopping, reviewing approvals and creating automations each need their own permission.

Steps

1. Read the tiles at the top: Visible automations, Pending approvals and Open enrollments (records currently inside a sequence), with the next due action.
2. Under Actionable enrollments, each row is one record inside a sequence, with its Status, Subject, Current step and Next due time.
3. To hold a sequence for that record, press Pause lifecycle sequence; press Resume later.
4. To end it for good, press Suppress future actions and confirm in Suppress future lifecycle actions?. Nothing further runs; the history stays.
5. Press Why this happened to see why a step ran or was held, or Open record to jump to the work order, booking or checklist.
6. Under Pending approvals, press Review approval on a step that waits for a person, or Review next approval under Quick actions.

What you see

• Active automations lists the automations for this kind of record, with their Journey, Scope and when they were Updated.
• Interventions and holds collects steps that were blocked, held or failed.
• The recent activity and analytics sections show what ran lately and how it performed, when your role can see analytics.
• The buttons at the top open the records (Open work order queue, Open Schedule or Open checklist reports) and Open control plane, the organization-wide Automation Center.

If something looks different

• Lifecycle analytics are unavailable: your role cannot see automation analytics; the rest of the page still works.
• Nothing is listed under Active automations: none has been set up for this kind of record. Create work order automation, Create booking automation or Create checklist automation starts one; building automations is an admin task (Use the Automation Center).
• To stop messages for one work order only, choose Turn off under Customer messages on its Lifecycle tab instead (Work on a work order).