Change Status on Work Order

Explanation

This activity is used to change the status of the work order. As a work order can be in progress for an unlimited period of time, there is a status system that defines what can be done with the work order. The status system also facilitates the selection of work orders that can be performed in several windows in IFS Maintenance. It is not mandatory to use all the statuses. A new work order has one of the following two statuses:

• Work Request - Work orders created in the Prepare Work Order or Active Work Orders window will receive this status. PM-generated work orders may receive this status as well.
• Fault Report - This is the status for a new fault report. Also, if the Service Management solution is used, the status for a new service request is set to Fault Report. 

The status is then normally changed to one of the following:

• Observed - This status means that the work order is observed but not yet ready to be prepared. There might be some information missing on the work order that must be added before it can be prepared. 
• Under Preparation - This status means that the work order is to be prepared, i.e.,  you can for example specify work tasks and connect Work Task Templates for the work order.

After the work order has been prepared, the status is normally changed to Prepared or Released. Occasionally there is a need to not follow the ordinary sequence of status modifications. In this case, the system allows you to change the status differently but still in a forward direction, for example from Work Request directly to Released.

• Prepared - This status means that you can modify the prepared information, for example, the information on work tasks.
• Released - This status means that the work can be started on the work order.
• Started - This status means that the work that is specified on the work order can be started. You can modify the prepared information if there is a need for doing that.
• Work Done - This status means that the work that was specified on the work order has been performed. In this status, information on the performed work is entered, for example, description of the work done.
• Reported - This status means that all the transactions related to the work task connected to the work order have been reported. A completion date is to be set for the work order.
• Finished - This status means that the work order is a historical work order, i.e., you cannot change any information on the work order. The Historical Work Orders shows information on work orders that are historical. If you need to modify a historical work order, you can reopen it by using the Reopen operation. After saving the modified information the status must be changed to Finished.
• Cancelled - This status means that the work order is canceled and all the information becomes historical. A work order can be canceled while in any status other than Finished, as long as there are no active work tasks connected to it. In work order structures, when a parent work order is canceled the underlying structure also will get canceled. The Historical Work Orders shows information on work orders that are canceled. Canceled work orders cannot be reopened. .

Prerequisites

Before the status for the work order can be changed, the following must have been completed:

• The work order must exist.

Note: There might be some conditions connected to the work order that must be accomplished before you can change the status.  

System Effects

As a result of this activity, the Status field in the Active Work Orders will be updated appropriately.

A journal entry is created for this event. Journal entries are generated in the Journal tab found in the Prepare Work Order and Report In Work Order windows.

Window

Active Work Orders
Prepare Work Order
Report In Work Order
Work Order Structure

Related Window Descriptions

Active Work Orders
Prepare Work Order
Report In Work Order
Work Order Structure

Procedure

Use the following procedure to change the status of a work order using the Active Work Orders window:

1. Open the Active Work Orders window.
2. Find the work order. Note that in Active Work Orders you normally view information on work orders with the Work Request or Fault Report status. 
3. Select work order, right-click and point to Work Order Status. Select a suitable status for the work order.

Note: You can also change the status for a work order in Prepare Work Order, Report In Work Order and Work Order Structure. Use the Work Order Status option.