Work Order Status

When you edit a Work Order record, use the buttons adjacent to the Status field to determine where the work order falls in the process. The buttons available for selection are different depending on the Status.

On the List View window, Work Orders of all statuses are shown by default. You can click the Status heading to see the Default WO Status View popup window. Uncheck boxes on the popup to restrict the list in view.

Default WO Status View popup

A submitted Work Order is automatically designated as Pending.

As shown in the illustration below, Pending has two status buttons: Approve or Reject.

WO record Approved status with available status buttons

WO Status field Canceled with available buttons

WO Status Completed and available buttons

WO Status In progress with available buttons

WO Status On Hold with available buttons

WO Status Overdue with application buttons

WO Status Pending with available buttons

WO Status Rejected and available buttons

WO Status Reopened with Available buttons

Move your cursor over any of the buttons for a quick definition, for example:

Example of tool tip for WO Status buttons

The following table identifies the buttons used for Status field actions.

Cancel button for WO Status

Cancel or Reject Work Order

Approve button for WO Status

Approve Work Order

Set WO in Progress button for WO Status field

Set Work Order In Progress

Place WO On Hold icon for WO Status

Place Work Order On Hold

Complete WO status button for WO

Complete Work Order

Reopen WO button for WO Status

Reopen Work Order

Close WO button for WO Status

Close Work Order

Use the Add Comment Add Comment to Status button to open the Add Comments to the Status History Details popup. You can limit the view of a comment to upper-level users if you mark the Submitter Private check box.

Add Comments to Status History popup