What’s it for:
A Workorder Status is used to indicate the overall status of a service workorder; or if selected in a workorder item, the status of the individual workorder item.
Workorder Status in a workorder:
Setting the overall status of a service workorder in the Service Workorder header field Workorder Status allows you to easily filter on the Service grids based on that status, as well as easily see at a glance what the overall status of the workorder is.
Also, combined with the Notification Subscription Workorder – “Status” changed the user subscribed to this can be notified when the status is set to a specific status.
Workorder Item Status in a workorder item:
Setting the workorder status of an individual workorder item in the Workorder Item Status field allows you to easily filter on the Service Workorder Items grids based on that status, as well as easily see at a glance what the status of the workorder item is.
Also, by setting the workorder status for a workorder item, the color of that workorder status is shown in the Schedule screen so that you can easily see at a glance what the status of that workorder item is.
Where selected:
•Displays in the Schedule screen schedule item as the workorder item's status bar of color on the left side
•within a service workorder within the service header and within a service workorder within the workorder item grid
Selection in Service Workorder header:
The drop down selection field in the service header is used to indicate the overall status of a service workorder. It displays on the main Service Workorder list grid view and is useful to a service manager to determine the progress of a work order as a whole.
It might also be useful to other company staff when fielding questions from customers about the progress of their work order.
Status is strictly for visual display only and does not affect the operation of the program other than in conjunction with the notification feature if enabled.
See also:
Selection in Workorder Item grid:
The drop down selection field in the workorder item grid indicates the status for the individual workorder item. Do note that only Status set for individual workorder items display an associated color when viewed via the Schedule screen.
For some organizations, they may wish to only identify status via the Workorder header – while other organizations usually because they have more than one workorder item per workorder, will identify each individual workorder item’s status.
See also:
We provide both locations to indicate status so that your organization can use what works best for your situation. You can instruct your staff to only select Status from the workorder header; or you may instruct your staff to select Status from the workorder item; or you may instruct your staff to identify status in both areas.
For some organizations, they may wish to only identify status via the Workorder header – while other organizations usually because they have more than one workorder item per workorder, will identify each individual workorder item’s status.
•Displays as an available field in detailed reports from Service Workorders, Quotes and PM's as well as summary reports through their sub grids
How to access the Workorder Statuses subgrid:
•accessed from the SubGrids menu bar in the main navigation pane menu bar
•from the jump button within the service workorder header Workorder - order header
•from menu option when in Items of a workorder - Workorder Item menu options
The Color column in the Status subgrid
The Color column in the Workorder Statuses subgrid is a drop down field where you select the color that a workorder item with this status will display as when viewed on the Schedule screen.
Select the color desired by clicking on the drop-down arrow to display the color selection tabs.
Security Group internal object: Object.WorkorderStatus |
Forbidden: User of that security group can not access the Workorder Status subgrid at all Read/Write/Delete: User can access the Workorder Status subgrid, view and edit and delete |
You will note that the statuses listed in the trial AyaNova are for a fictional computer service company. You are not restricted to using only these statuses. You can edit existing which would affect all orders where this status was previously selected; you can delete existing (if not selected within orders), and you can create new statuses for selection.