Change Status and Queue for Work Orders

Using the Change Status and Queue window

1. Open the Work Order browse window.

2. Select the required work order(s) and click the Change Status and Queue () button on the toolbar to open the Change Status and Queue window.

   
   
   
   

3. Click the Status drop-down list and select the required status.

   
   Notes:
   • The available statuses listed in the Status drop-down list will be limited IF:
   • • the work order's current status has a list of predefined allowed status changes, AND
     • the work order status change restriction has been applied to the user's account.
   • The Status drop-down list will display statuses with a grey background IF:
   • • the work order's current status has a list of predefined allowed status changes, AND
     • the work order status change restriction has NOT been applied to the user's account.
   • Greyed out statuses can be selected, however, they do NOT follow the recommended work order status change workflow.

   

4. Optional: Assign the work order to a specific user in a workflow queue if required.

    

   1. Click the Queue for User lookup () button to open the Users lookup window.

      
      
      
      

   2. Select the required user(s) and click the OK button.
      Note: Only users with the Work Orders Can Be Queued To This User check box selected  will appear in the lookup list.
      
      

      
      

5. Optional: Click the Priority drop-down list and select a priority if you want to modify the work order's priority level.

    

   

   
   

6. Optional: Specify a reason for the status, user queue, and priority changes in the Provide a Reason or Remark text box.

    

   

Business rules

• A user must have the appropriate permissions to change a work order's status.
• A work order's status cannot be changed to “Completed” if:
• • The work order required a permit and the Permit Number has not been supplied.
  • The work order's Completed On date is blank.
• Email messages can be automatically sent to the responsible staff member when a work orders status is changed to Approved, IF:
• • The Email on Work Order Approval check box is selected on the responsible staff member's edit window OR
  • The Critical Asset check box is selected on the asset's edit window AND the Email for Critical Asset Only check box is selected on the responsible staff member's edit window

Using the Quick Change functionality

The Work Order edit window provides quick status change functionality that enables you to change a work order's status without opening the Work Order Status and Queue window.

To change a work order's status using the quick change functionality, you need to do the following:

1. Open the work order's edit window.

2. Click the Work Order Status drop-down list (), and select the required status.
   
   

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