Work status and lifecycle state

Explaining the relation between work status and work order lifecycle state

Introduction

Work status is used on the Mobile Client to define progress on a work order job. Work order lifecycle state defines the current state on a work order.

Prerequisites

Work orders are available.

Audience
Maintenance Manager

Overview

Work status has five values, which can be mapped to different work order lifecycle states. Changing the work status on a work order job schedule may update the work order lifecycle state on the work order automatically. Changing the work order lifecycle state does not change the work status of a work order job schedule automatically.

A work order may contain one or more work order jobs. A work order job may contain one or more work order job schedules.

The five work status values available are:

  • Not started

  • In progress

  • Waiting

  • Canceled

  • Work completed

There are different rules for when a work order lifecycle state should be updated, depending on the work status of one or all work order job schedules.

Not started

Update the work order lifecycle state (for example "Scheduled") when all work order job schedules on the work order are in this work status.

In progress

Scenario 1: Update the work order lifecycle state (for example "In progress") when at least one work order job schedule is in this work status, and all other schedules are either "Not started", "Canceled", or "Work completed".

Scenario 2: Update the work order lifecycle state when some work order job schedules are in "Canceled" or "Work completed" while the others are in "Not started".

Waiting

Update the work order lifecycle state when at least one work order job schedule is in this work status.

Canceled

Update the work order lifecycle state when all work order job schedules are in this work status.

Work completed

Update the work order lifecycle state when all work order job schedules are in this work status.

Scenario 1: A work order contains five work order jobs. When you complete each job, you update work status to "Work completed". When all jobs have status "Work completed", the work order lifecycle state is automatically updated.

Scenario 2: A work order contains 10 work order jobs:

  • Two jobs have work status "Canceled"

  • Three jobs have work status "Work completed"

  • Five jobs have work status "In progress"

As you complete the five "In progress" jobs, you update the work status of those jobs to "Work completed". When you update the last of the five work order jobs to "Work completed", the work order lifecycle state is automatically updated even though two work order jobs have been canceled.

Map work status to lifecycle state

A work order lifecycle state can only be updated if there is a mapping between a work status and a work order lifecycle state. In D365FO, you set up the mapping of work status and work order lifecycle state in Asset management > Setup > Work orders > Lifecycle models.

If you want to use work status on work order jobs on the Mobile Client, we recommend the following minimum setup (see screenshot below).

Note: If you've set up several lifecycle models, work status mapping should be set up on each lifecycle model.

Minimum setup for mapping work status to work order lifecycle state
Minimum setup for mapping work status to work order lifecycle state

Setup in Dynaway Mobile

Next, you set up the mobile workers who should be able to select work status on a work order job on the Mobile Client. This is done in D365FO in Dynaway Mobile > Setup > Module configuration > Asset management > Work orders > select config "Work order schedule work status".

You can set up specific workers (as shown in the screenshot below), or user groups, or all mobile workers to be allowed to select work status on work order jobs on the Mobile Client.

Workers who are not set up to use work status can only change work order lifecycle state on a work order.

Workers who can change work status on a work order job are also able to change work order lifecycle state on the related work order on the Mobile Client. In that case, we recommend that you instruct your workers to only use work status.

Setup for using work status on work orders
Setup for using work status on work orders

Usage on the Mobile Client

On the Mobile Client, work order lifecycle state is a drop-down on the work order details screen. Work status is a drop-down on the work order job details screen if a schedule has been created (see example in screenshot below). When you update work status, a message confirming the update is shown on the Mobile Client.

Work status on a work order job
Work status on a work order job
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