Managing your work order pipeline

The available statuses are:

Some status changes happen automatically, while others need to be updated manually by an authorised user.

Use Backlog for work that has been identified but is not yet ready to begin.

Only Admins, Location Managers and Group Managers can create a work order in the Backlog or move a work order into this status.

Work orders in Backlog are not visible to standard users.

When the work is ready to begin, an authorised user must manually move the work order from Backlog to To Do.

Use Scheduled for work that has a planned start date in the future. When the scheduled start date is reached, the work order will automatically move to To Do.

This means the work becomes available to users when it is ready to begin, without requiring a manual status change.

To Do means the work order is ready to be started.

A work order will move into To Do when:

Once someone starts a work instruction within the work order, the work order will automatically move to In Progress.

In Progress means work has started on at least one work instruction within the work order. The work order will move to In Progress automatically when someone begins work.

If an On Hold work order is resumed by recommencing work on one of its work instructions, it will automatically move back to In Progress.

A work order moves to Completed once all required work has been finished.

Completed work orders remain available for review, reporting and approvals.

Use On Hold when work has started but needs to be temporarily paused. Moving a work order to On Hold is a manual status change.

If someone recommences work on a work instruction within the work order, the work order will automatically move from On Hold back to In Progress.

Use Cancelled when the work order is no longer required and will not be completed.

Cancelled work orders remain available as a record but are removed from the active work pipeline.