Statuses for workorders

Workorder Statuses

Statuses consist of two levels: the base type and the actual status(es) within that base type.

The following base types are available for workorders.

Base type	System meaning
Created	The workorder has been created. A workorder exists and all required fields have been completed.
Planned	The workorder has been scheduled. Requirement: a planned date has to be specified.
In Progress	The workorder is being worked on (currently being executed).
Ready	The workorder has been technically reported as ready. The ready date is filled in or determined based on the status transition date. If the workorder is linked to a planning line, it is updated and a new planned date may be determined for that planning line. If configured, all employees on the workorder are marked as completed. If configured, all activities on the workorder are marked as completed.
Completed	The workorder has been completed. The completed date is filled in or determined based on the status transition date. The request is also marked as completed.
Closed	The workorder has been closed. The closing date is filled in or determined based on the status transition date. The workorder is also posted (and therefore completed as well).
Cancelled	The workorder has been cancelled.

Multiple statuses can be created by the user within each base type.

For example, the base type "In Progress" could contain the statuses "Waiting for Parts" and "Waiting for Approval".

Workorders can follow the flow described above, although one or more steps may be skipped. For example, a workorder can theoretically be moved directly from "Created" to "Closed" without manually passing through the intermediate steps.

In all cases, when moving forward across multiple statuses in a single action, all intermediate transitions, actions, and validations are executed as well. The same applies when moving backward across multiple statuses: all intermediate reverse transitions are processed.

For each base type, it can be configured whether a user group has permission to:

Set a workorder to a status within that base type (first checkbox).
Edit a workorder while it is in that base type (second checkbox).
Move a workorder out of a status within that base type (third checkbox).

This makes it possible, for example, to allow a user to set a workorder to "Completed", while preventing users in that group from editing the workorder or moving it to another status once it has reached that state.

Possible Status Transitions

Possible transitions are shown below (from = rows, to = columns).

From / To	Created	Planned	In Progress	Ready	Completed	Closed	Cancelled
Created		✓	✓	✓	✓	✓	✓
Planned	✓		✓	✓	✓	✓	✓
In Progress	✓	✓		✓	✓	✓	✓
Ready	✓	✓	✓		✓	✓
Completed	✓	✓	✓	✓		✓
Closed	✓	✓	✓	✓	✓
Cancelled	✓	✓	✓

Status transitions that are not allowed are not displayed to the user.

Actions and Validations per Base Type

Status	Actions and validations
Created	The planned date is removed if present.
Planned	Validate that a planned date has been entered.
In Progress	The completion date and completion user are cleared if present.
Ready	The completion date and completion user are filled in. The posting date and posting user are cleared if present. The linked request is marked as completed if configured.
Completed	The posting date and posting user are filled in. The closing date and closing user are cleared if present.
Closed	The closing date and closing user are filled in.
Cancelled	All related requests are cancelled.