Setup
Introduction
With Advanced Statuses you can create and customize your own statuses that a Work Order, Round Order, or Maintenance Task can go through before, during, and after a maintenance job is carried out.
Create and Customize Statuses
Turn on Advanced Maintenance Statuses in Asset Management Setup.
You can start using this function only when default statuses for specific documents exist (Work Orders, Round Orders, Maintenance Tasks). This is because when turning on this option, default statuses will be applied to all existing documents.
You can create as many statuses as you need in Advanced Maintenance Statuses.
To create a status you need to define:
- Document Type on which this status can be used.
- Status Code.
- Basic Status - main status that will be applied to the document when the advanced status is chosen.
- Default - if this status is default, the default status is applied to any new document when it's created.
- Default For Corrective Maintenance - default status that is applied to new corrective work orders. This option can be chosen only when the type of document is a Work Order.
- Document Not Editable - defines if the document with this status is editable. Default statuses are not editable.
- For Work Order type statuses you can additionally define:
- Asset Status (plus if the status will be changed on children) - this status will be applied to the asset when the work order status is applied.
- Asset Location (plus if the location will be changed on children) - this location will be applied to the asset when the work order status is applied.
- Asset Condition - this condition will be applied to the asset when the work order status is applied.
Define the next allowed status
Additionally for each status, you can define the next allowed status. This means you can create a workflow for the document where, for example, the opening status work order can't go to the status completed.
Define who can use specific statuses
You can also set up who can use specific statuses. However, this option is not available for default statuses, and it's not possible to set up the status with allowed users as the default one. All users must have access to use the default status. With this option, you can define that some statuses are only available for specific users. For example, statuses defining that work order is under electric work can be used only by electricians.
