Work order item status¶
The optionaly work order item status is a simple flag used to indicate the current state of an individual work order item.
This can be used for any purpose desired or even removed from the form entirely if not required. It is usually used to indicate the progression of work on individual work order items.
A work order item status is completely separate from a Work order status.
Authorization Roles required¶
Many roles can select this object on other records where approriate. Editing or viewing this object in detail is only available to Users with the following roles:
Full access
- Accounting
- Business administration
- Service manager
Read only access
- Business administration - restricted
- Service manager - restricted
- Service technician
- Sales
- Sales - restricted
How to access work order item status¶
- From the work order menu item Work order item status list
- By clicking on the open record icon in any Work order item status autocomplete list on any other form where Work order item status can be selected
- From any data table column showing a work order item status such as the Work order item list
How work order item status works¶
A work order item status is an optional simple flag used to indicate a particular state of a work order item. Unlike a work order status, a work order item status is not part of the notification system and does not trigger any automatic opertions in AyaNova; it's for reference purposes only.
Work order item status display as a circle icon to distinguish them from a work order item priority which displays as a flame icon.
Selecting¶
Work order item status are selected on individual Work order items by any user with rights to edit the work order item.
Retiring¶
When a work order item status is no longer required it should be set to inactive by un-checking it's Active checkbox so it is not offered for selection on new records but will still display on old records.
Work order item status data table¶
The Work order item status data table lists all the work order item status created, provides the '+' link to create a new status and provides access to common data table menu options.
Work order item status edit form¶
The edit form provides all the standard edit form functionality and the following fields:
Name¶
This is the name of the Work order item status as it's displayed in forms and reports. This is also the primary identifier when searching for a status to select in autocomplete lists. A status name must be unique from all other work order item status entered.
This is the only required field on the form. All other fields are optional and can be hidden if not required.
Color¶
A color can be selected to visually represent the status so users can see at a glance what state the work order item is in on the service schedule form (if selected as the color source instead of the default Work order status) and in the Work order items data table. This color can also be used in report templates if appropriate.
Active¶
Work order item status that are set to Active can be selected on Work orders. Status not set to Active will still show in older records but can not be selected for new records; this is how you retire a Work order item status from use.
Notes¶
Notes about this record for internal staff use. Notes can also be reported on if desired. These notes are only visible in this form.
Menu options¶
In addition to the common edit form menu options the Work order item status edit form also has these options:
Work order item status list¶
Used to return directly to the Work order item status data table.