Change a work order's status
Change a work order'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
- Detail modal, edit mode
- Verified version
- App 1.0.0
Goal
Move a work order'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 work order.
Prerequisites
- Be an administrator or assigned.
- Have switched the work order to edit mode.
The statuses
- To do: scheduled work order, 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
-
In edit mode, open the "Current status" menu.
-
Choose an allowed status:
- An assigned person sees the normal transitions.
- An administrator sees every status, including the override ⤺ to reopen a terminal status.
-
If you choose Non-compliant, an anomaly area appears (see Mark a work order non-compliant).
-
If you force an override, fill in the "Reason for the correction" (required).
-
Click "Save".
Terminal statuses and override
The Compliant, Non-compliant and Cancelled statuses are terminal: they lock the work order. 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.