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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 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 scheduler can filter on work orders that have not been Declined, Canceled or Completed by their scheduled date/time.

  • N/A

Missing Linked FormsNot an actual status, but a filtering criteria so the scheduler can filter on work orders that require a linked form, but that link does not exist yet.

Saving Filters

If you find that you are often filtering based on the same criteria, you can save your filter choices for use later. To save filter options, chose your criteria and select Save. Then provide a name for this filter selection.

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