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Status

Explanation

Updates to Work Order

Draft

Work Orders that have been created but not yet sent to the Technician

  • Scheduler can update work order

  • Edits to work order are not sent to the Technician

Submitted

Work Orders that have been sent to the Technician for consideration

  • Scheduler can update work order

  • Updates to certain fields will trigger an email message

Accepted

Work Orders that have been Accepted by the Technician

  • Scheduler can update work order

  • Updates to certain fields will trigger the Work Order to be resubmitted to the Technician and trigger an email message

Declined

Work Orders that have been rejected by the Technician

  • Typically used if the technician can't perform the work

  • Scheduler can update the Work Order

  • Upon updating the Work Order it is resubmitted to a Technician and trigger an email message

Canceled

Work Orders that have been Canceled.

  • Scheduler can update work order but typically canceled work orders will remain on the schedule a as canceled for tracking purposes

  • Canceling a work order will trigger an email message to all technicians assigned

Complete

Work Orders that have been marked Completed by the Technician

  • Scheduler can view the Work Order

  • Scheduler can copy the work order but, editing is prevented

Overdue

Not an actual status but a filtering criteria so the schedule can filter on work orders that have not been Declined, Canceled or Completed by their scheduled date/time.

  • N/A

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