Create and control your work order business processes with work order statuses. Find out more about work order statuses here.
The newly created work orders obtain the “New” status by default. You can configure and set another initial status for every work order type.
There are three ways you can change the work order status:
1. In the Work Orders Table
Press the work order status in the table and select the needed one from a dropdown list.
2. In the Work Order Profile
Open the work order profile, hit the status that is under the work order number, and select the needed one from a dropdown list.
Remember: Work Order statuses list only contains ones that the current employee can transfer the work order to from the current status. Configure your status transfer rules and employee permissions on the Settings > Statuses > Work Orders page.
3. In the Work Order Scheduler.
In the Scheduler, find the desired order and move the cursor over it to open the order card. Click on the order status and select the desired status from the list.
Remember: Work Order statuses list only contains ones that the current employee can transfer the work order to from the current status. Configure your status transfer rules and employee permissions on the Settings > Statuses > Work Orders page.