iMaint Help - Work Order Status (Status)

Work Order Status

Work Order status IDs are specified on the work order. Each work order may have one status ID assigned to it. Unlike other status groups, work order statuses have a category that serves to provide some additional business logic as well as defaults for the rules and information options. Each status category must have one (and only one) default specified. You may not create additional categories for work order status IDs, and cannot change the defaults for the rules and information options.

Work orders may have multiple status codes at one time, because the over all status of a work order (Work order header) is stored on the Work Order Primary tab, but each Work Order Asset Procedure combination (WOAP) may also have their own status. For example, it is possible for a work order to have an over all Open status, but some of the WOAP lines have a status of Completed. The Work Order Status Change log will track all status changes for both the work order header, and the WOAP details.

Items like parts, resources, misc. cost and downtime all relate to a specific WOAP combination. Therefore, any status rules applied at the WOAP level will take precedence over the work order header status. For example, if the Status ID on the Work Order Primary tab indicates you may estimate parts, but the Status ID at the WOAP level indicates estimated parts are not allowed, then the user cannot add estimated parts to that WOAP combination.

Note: Labels with red text denote required fields. You must enter information in these fields.

Field	Description
ID	A unique identifier for the status. The same ID can apply to a number of different status groups (Assets, Components, etc.) and may have different meanings in each group. This field accepts numbers or letters (alphanumeric) up to 25 characters, including spaces.
Description	Description of the status referred to in the Status ID. This field accepts numbers or letters (alphanumeric) up to 25 characters, including spaces.
Default	A checkbox indicating if the Status ID is the default for the status group. When a work order is created this status will default. The first Status ID added to a group is considered the default. To delete the current status marked "Default," create a new record and designate this "Default" and then delete the previous "Default" status.
Category	Indicates the type of work order status. Categories include: Planned, Open, Started, Completed, Cancelled and Closed. Only one category can be selected at any given time.
Category Default	Only one Status ID can be marked as a default within each category. The first ID added to a category is, by default, automatically marked as default. It is not possible to uncheck the Category Default checkbox.
Rules
Estimate Parts	Indicates when estimated parts may be added to a work order asset procedure combination. If a work order asset procedure combination (WOAP) holds a Status ID where this flag is disabled or blank, then users will not be allowed to add estimated parts for use.
Issue Parts	Indicates when parts are allowed to be issued to work orders associated with this status. If a work order asset procedure combination (WOAP) holds a Status ID where this flag is disabled or blank, then users will not be allowed to add actual part issues.
Allocate Resource	Indicates when labor on the work order is considered as part of the Resource Allocation functionally of the system.
Use Resource	Indicates when labor may be expended on work orders related to this status.
Apply Misc. Cost	Indicates when miscellaneous costs may be applied to work orders associated with this status.
Apply Downtime	Indicates when downtime may be accumulated against the work orders associated with this status.
Upload To PDA	Indicates that this work order status should be uploaded to the PDA when you are loading work orders into the PDA.
WO Read Only	Indicates when the work order is read-only. If checked, work orders associated with this status may not have any field changed by any process in iMaint. Regardless of this setting, the status of the work order may always be changed by a user with the appropriate security.
Require Code Entry	Indicates when the user is required to specify at least one Code Type ID and Code ID when the work order moves into this status.
Hide In Lookups	If checked, ID’s related to this status will no longer appear in lookups. A work order status can be hidden in lookup, and not be read-only. Or the status can be read-only and still be found when using lookups.
Hide in Reports and Graphs	Indicates if items associated with this status will be hidden in reports and graphs.
Status Read Only	Indicates that the status is read only.
Information
Warn if Parts Unavailable	If selected, the user receives a message on the status caption if they change a work order to this status and it does not have all the listed parts available.
Notify Receiver When Parts Received	If selected, the system will display a pop-up window to the receiver if parts are received which are needed on work orders associated with this status. To actually issue the part from this window, you must have the Site setting enabled to perform the issue.
Prompt User for Completion Information	If selected, the user is prompted for completion information when the work order changes to this status.
Prompt User for Cancel Information	If selected, the user is prompted for cancel information when the work order changes to this status.
Comments	Any additional comments related to a status. This field accepts numbers or letters (alphanumeric) up to 40,000 characters, including spaces.