WO Configuration ~ STATUSES

Statuses indicate the current state in the Work Order processing cycle.  An organization can have as many statuses as they need. 

*Note: Once a Status has been created or edited, you must log out and back into CMS to see the changes.

To create a new Status, click the Root Status icon.

The description is mandatory and can be of the organization’s choosing.  The Standardized status is how CMS reads the status: Active, Cancelled, Complete or Pending.  Although not mandatory is advised to set so that WOs are organized efficiently.

Each status is automatically set as Visible, Searchable and Allow Edits options selected.

• Visible: Status is visible to be used when creating WOs.

*If a status is no longer to be used, deselect the Visible option.  It is advised to leave Searchable selected in case there is a need to search by this status later.

• Searchable: Status is only visible to be used when Searching WOs
• Allow Edits: This allows WOs with this status to be changed. 

*If deselected, Status will appear but cannot be changed. 

Once a Root Status has been created it will appear in the list with a to edit and a to create hierarchy options connected to the “Parent” Status.  Multiple lower levels to the hierarchy can be created from a Root Status. 

For example, Assigned and Being Worked on can be lower-level Statuses to Active. 

To export the list of Statuses currently in your system, click the icon.