The Different Statuses of a Work Order and What They Mean

This article will help Facilitron WORKS users understand the different statuses that may be assigned to a work order.

What Does the Status Do?

The status of the work order tells where it is in the process from submission to completion. The various statuses “push” that work order to the necessary user, such as a Worker, M&O Order Administrator, or an Order Approver. You can see a work order’s status in the More Details section. We will go through the work order statuses, including optional statuses depending on the Property Owner's workflow, below. 

To locate or change a work order’s status, see Current Status, as highlighted in the blue box:

Common Work Order Statuses and How They Function

Many statuses are pre-built into the system. Examples of these are as follows:

1. Status Submitted - This status causes the work order to display in an approver’s inbox for that property.
2. Status Approved - This status causes the work order to populate on the receive screen. Work orders submitted by an approver are automatically set to approved. 

3. Status Received - This status indicates that Maintenance has taken possession of the work order.

4. Status Closed (Pending Review) - This status populates the Review and Close sub menu.

5. Status Closed / Completed - This is the final status after an Order Administrator or Order Processor has completed the Review & Close page.

Optional Work Order Statuses

1. Duplicate
2. Locked - Fiscal Year Closed
3. Req. for Estimate
4. Site Assigned - Closed (... Or Open)
5. Pending Haz Mat Approval
6. RFI - Request for Information
7. Pending Budget Approval

Configuring New Work Order Statuses

Order Administrators have the ability to add more options to the Status dropdown menu on new work orders, and curate meaningful reports. To learn more about the reports available, please see Pulling Reports in Facilitron Works.

To configure a new status, go to Web Site Configuration > Status > and click the + Add New button. On the next page, enter the name of the status, display order (how it appears in the dropdown list on new work orders), whether or not this should show on the Receive screen, disposition, and whether or not the status should be inactive. Click Insert to add to the list of statuses.
If you add or remove statuses, your system settings may also need to be updated. Please reach out to your Facilitron account manager or Facilitron Support for assistance if needed.

For additional assistance, please reach out to Facilitron Support at (800) 272-2962, or email us at support@facilitron.com.