Statuses and types

Statuses are used in ControlOffice for purchase orders, objects, forms, requests, and workorders. For each category, separate statuses can be defined. Types are used for notifications and work orders; for each type, it can be specified where it is applicable. For each status and type, the order in which ControlOffice displays them can be determined.

Purchase order statuses

A purchase order can go through 6 statuses.
In addition to these system statuses, the user can create custom statuses.

Status	Description
Created	The purchase order has been created and is being prepared.
Ordered	The purchase order has been ordered and can no longer be edited.
Received	The purchase order is being received, either fully or partially.
Completely Reported	The purchase order is complete; all items are received, or not received with confirmation.
Cancelled	The purchase order has been cancelled and is archived.
Closed	The purchase order is closed and archived.

Object statuses

Here, the statuses of objects can be defined. Examples include "Active" or "Under Review."

Form statuses

Here, the statuses of forms can be defined. Examples include "Active" or "Closed."

Request statuses

The statuses for notifications can be defined here. There are 4 system statuses.
In addition to these system statuses, the user can create custom statuses.

Status	Description
Created	The notification has been created and will be addressed shortly.
In Progress	The notification has been converted into a work order and is being processed.
Completed	The notification is completed and archived; it can no longer be edited.
Cancelled	The notification is cancelled and archived; it can no longer be edited.

Work Order Statuses

The statuses for work orders can be defined here. There are 4 system statuses.
In addition to these system statuses, the user can create custom statuses.

Status	Description
Created	The work order has been created and is being processed.
Completed	The work order has been marked as completed. This status can be enabled or disabled via a user right.
Posted	The work order has been posted (financially completed). This status can be enabled or disabled via a user right.
Closed	The work order is closed and can no longer be modified. The work order is also archived.

Workorder and request types

Here, the types for workorders and requests can be managed.
For each type, the following can be set:

Field	Description
Code	Assign a unique code to the type.
Name	Assign a unique name to the type (displayed in notifications or work orders).
Sequence	Specify the order in which the type appears.
Applicable for request	Indicate “Yes” or “No” whether this type can be used in a notification.
Applicable for Workorder	Indicate “Yes” or “No” whether this type can be used in a work order.
Default Type from Checklist	Indicate “Yes” or “No” whether this type should be automatically selected when a work order is created from the checklist. Each checklist can optionally have a default type.
Category	Assign a category to the type. Categories determine how information is displayed in MyControlOffice (dashboard).