What’s it for:
Workorder Statuses 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.
How to access the Workorder Statuses subgrid:
| • | from the SubGrids menu bar |
| • | from the jump button within the service workorder header |
See also:
| • | from menu option when in Items of a workorder |
See also:
Workorder entry screen menu items
| • | available from reports from Service Workorders, Quotes and Preventive Maintenances |
Where selected:
| • | 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.
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 yourself. 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 in the Schedule screen schedule item as the workorder item's status bar of color on the left side |
In the screenshot below, the status has been set with the color green
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.
See also: