Carnet Condo · Centre d'aide
Work orders (occurrences)

Change an intervention's status

Change an intervention's status (To do, In progress, Delayed, Compliant, Non-compliant, Cancelled) from edit mode, with the administrator override rule.

Audience
Administrator or assigned person
Screen
Intervention record, edit mode
Verified version
App 1.0.0

Goal

Move an intervention's status forward as the work progresses. The status follows a state machine: some transitions are reserved for administrators.

Audience

Administrator of the building or a person assigned to the intervention.

Prerequisites

The statuses

  • To do: scheduled intervention, not started.
  • In progress: work has begun.
  • Delayed: postponed beyond the due date.
  • Compliant: done and compliant (terminal status).
  • Non-compliant: done but an anomaly was found (terminal status).
  • Cancelled: dropped (terminal status).

Steps

  1. In edit mode, open the "Current status" menu.

    Status menu open in the intervention record, showing the available statuses.

  2. Choose an allowed status:

    • An assigned person sees the normal transitions.
    • An administrator sees every status, including the override ⤺ to reopen a terminal status.
  3. If you choose Non-compliant, an anomaly area appears (see Mark an intervention non-compliant).

  4. If you force an override, fill in the "Reason for the correction" (required).

  5. Click "Save".

Terminal statuses and override

The Compliant, Non-compliant and Cancelled statuses are terminal: they lock the intervention. Only an administrator can reopen them via the override, by logging a reason for correction.

Tips and common errors

  • Anomaly required: moving to Non-compliant requires an anomaly description; without it, saving is refused.
  • Reason for correction: an override without a reason is blocked; the reason is kept in the history.
  • Transition unavailable: if a status does not appear, that transition is not allowed for your role from the current status.

See also

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