About Work Order Statuses

Updated by Cheryl Wallace

This feature helps you to define a status with different states and the associated inventory status that will be applied to the work orders. The five available statuses are Requested, Approved, Scheduled, On Hold and Closed. Each status can have only one state selected. As the work order status changes the inventory status of the item on the work order can be updated if defined as part of the work order status. An inventory status must be defined before they can be assigned to a work order status.

Watch this video for an understanding of managing preventative maintenance and emergency repairs with the Service module.

Fields on this page:

Status

Unique description to define the status.

Requested

Check this box to set this parameter for the status. For a work order that not been completed.

Approved

Check this box to set this parameter for the status. For a work order that has been approved and ready for completion.

Scheduled

Check this box to set this parameter for the status. For a work order that has a date for completion in the future.

On Hold

Check this box to set this parameter for the status. For a work order that cannot be completed at this time.

Closed

Check this box to set this parameter for the status. For a work order that has been completed.

Color Code

Optionally select a unique color for the status to differentiate from others.

Active

Check this box to make the status available to be used.

Related Reports
Work Order Statuses

See also:

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