Defining Work Order Statuses

Page Name	Definition Name	Usage
Work Order Status Setup Page	WM_STATUS	Defines work order status values specific to an organization and matches them with PeopleSoft Maintenance Management required system-defined internal statuses.

You must set up work order statuses separately for the work order header and the work order task. The work order header status reflects the state of the work order based on the current work order task statuses. You cannot modify this status. Like service request statuses, you can establish statuses that are applicable to their organization and map these statuses to PeopleSoft Maintenance Management system-defined internal statuses for work orders.

You are not required to set up user-defined statuses for each system-defined internal status for either work order header statuses or work order task statuses. However, you must set up at least one user-defined status for each of these internal statuses:

Open
Complete
Closed

Important! When you set up work order header statuses, you can set up only one user-defined status for each of the system-defined internal statuses. However, for work order tasks, you may set up more than one user-defined status for each of the work order task system-defined internal statuses.

Work Order Header Statuses

The work order header status is a passive indicator of the state of all the work order tasks under this work order. Users may not directly modify the work order header status. The system reassesses and potentially changes the work order header status when you access or save the work order based on an internal calculation that determines which task status carries the most weight and should thus apply to the work order header.

The system-defined internal statuses are the same for the work order header and the work order task. To weight the task statuses to determine the status of the work order header, the internal statuses are prioritized from 1 to 8, with 1 being the highest priority. This is described in the following table:

Order	State	Description
1	Work in Progress	At least one work order task has been set to a Work In Progress status, typically meaning that work execution has begun on that task.
2	Awaiting Schedule	At least one work order task has been set to Awaiting Schedule and there are no tasks in Work in Progress. This status is typically encountered after a work order is approved.
3	Open	At least one work order task has been set to Open and there are no tasks in either Work in Progress or Awaiting Schedule status. This status would normally occur when a user creates a new work order and saves it with at least one work order task.
4	On Hold	At least one work order task has been set to On Hold and there are no tasks in Work in Progress, Awaiting Schedule or Open status. This status would normally occur when execution of a work order task has been interrupted due to a problem. Note: You can only go back to the status prior to setting the status on hold, regardless of transitions defined for the On Hold status.
5	Scheduled	User changes to this status when at least one work order task has been Scheduled and there are no tasks in Work in Progress, Awaiting Schedule, Open, or On Hold status.
6	Complete	All tasks are complete or canceled, implying that the work associated with the work order task has been completed. Note: Standing work orders do not automatically move to a status of Closed, Canceled, or Complete. When all tasks are completed for a standing work order, the work order status stops immediately at the previous status instruction. You identify a standing work order by selecting a check box on the Miscellaneous page of the work order.
7	Closed	All tasks are closed or canceled. The work order is closed upon completion of all of the tasks and at the end of the grace period. No status transitions are permitted once a work order task is closed.
8	Canceled	All tasks are canceled. The work order task has been canceled. No status transitions are permitted for a work order task once it is canceled. Note: If you have not assigned resources to a task, you should delete the task instead of canceling it. You cannot uncancel a task.

The system updates and displays the work order header status based on all of the statuses of the work order tasks that fall under it. It uses the highest status priority as the work order header status. The following example shows the effect of different task statuses on the work order header for WO001:

Status of Task #1	Status of Task #2	Status of Task #3	Status of Task #4	Work Order Header Status	Notes
Open Priority = 3	Open Priority = 3	Open Priority = 3	Open Priority = 3	Open	Open is the most outstanding status for all the tasks.
Closed Priority = 7	Canceled Priority = 8	Canceled Priority = 8	Canceled Priority = 8	Closed	The Closed status in Task 1 has a priority of 7 which is higher than the Canceled status priority of 8 in the system.
Closed Priority = 7	Complete Priority = 6	Complete Priority = 6	Canceled Priority = 8	Complete	The Complete status has a priority of 6, which exceeds the Canceled priority of 8 and the Closed priority of 7 in the system.
Work in Progress Priority = 1	Open Priority = 3	Open Priority = 3	On Hold Priority = 4	Work in Progress	The Work in Progress has the highest priority (1) in the system.
Open Priority = 3	Scheduled Priority = 5	Closed Priority = 7	Complete Priority = 6	Open	Task #1 has a status of Open with a priority of 3, which is the highest priority in the system.

Status of Task #1

Status of Task #2

Status of Task #3

Status of Task #4

Work Order Header Status

Notes

Open

Priority = 3

Open

Priority = 3

Open

Priority = 3

Open

Priority = 3

Open

Open is the most outstanding status for all the tasks.

Closed

Priority = 7

Canceled

Priority = 8

Canceled

Priority = 8

Canceled

Priority = 8

Closed

The Closed status in Task 1 has a priority of 7 which is higher than the Canceled status priority of 8 in the system.

Closed

Priority = 7

Complete

Priority = 6

Complete

Priority = 6

Canceled

Priority = 8

Complete

The Complete status has a priority of 6, which exceeds the Canceled priority of 8 and the Closed priority of 7 in the system.

Work in Progress

Priority = 1

Open

Priority = 3

Open

Priority = 3

On Hold

Priority = 4

Work in Progress

The Work in Progress has the highest priority (1) in the system.

Open

Priority = 3

Scheduled

Priority = 5

Closed

Priority = 7

Complete

Priority = 6

Open

Task #1 has a status of Open with a priority of 3, which is the highest priority in the system.

The relationship between the workflow approval statuses and the work order header statuses determines if and when you can add a task to a work order. The following table describes this relationship.

Workflow Statuses/ WO Header Statuses	Work in Progress	Awaiting Schedule	Open	On Hold	Scheduled	Complete	Closed	Cancelled
No Workflow Approval	Yes	Yes	Yes	Yes	Yes	No	No	No
Workflow Approval Initial, Canceled, Denied	No	No	Yes	Yes	No	No	No	No
Workflow Approval, Pending Approval	N/A	N/A	No	N/A	N/A	N/A	N/A	N/A
Workflow Approval, Approved	No	No	No	No	No	No	No	No

The work order header status level defines only the status display behavior at the work order header level. The work order task status display behavior is defined only by the work order task status. However, the work order header status does define whether you can insert a new task into the work order. The following table indicates the operations that you can and cannot perform based on each of the internal work order header status settings.

Work Order Activity / Internal Status	Open	Closed / Canceled	Awaiting Schedule	Scheduled	Complete	Work in Progress
Add notes.	Yes	No	Yes	Yes	Yes	Yes
Delete notes.	No	No	No	No	No	No
Add more tasks.	Yes	No	Yes, based on workflow rules.	Yes, based on workflow rules.	No	Yes, based on workflow rules.
Delete task.	Yes, as long as no assignments were made and based on workflow rules.	No	Yes, as long as no assignments were made and based on workflow rules.	No	No	No
Add attachments.	Yes	No	Yes	Yes	Yes	Yes.
Modify attachments.	Yes	No	Yes	Yes	Yes.	Yes.
Delete attachments.	Yes	No	Yes	No	No	No
Add Job Templates.	Yes, based on workflow rules.	No	Yes, based on workflow rules.	Yes, based on workflow rules.	No	Yes, based on workflow rules.

Work Order Task Statuses

Users manually change the statuses for work order tasks. The work order task status reflects the true state of the work order task, assuming that there is no discrepancy between work order task status and the state of the actual work order task. For example, if the work order task status in the system is Work in Progress, but the work being performed in the field is actually On Hold due to a delay in the delivery of a part.

The following table indicates the operations that you can and cannot perform based on each of the internal work order task status settings:

Workflow Status = Pre-Approved (No Approval Required)
Task Activity / Internal Task Status	(1) Work in Progress	(2) Awaiting Schedule	(3) Open	(4) On Hold	(5) Scheduled	(6) Complete	(7) Closed	(8) Canceled
Add Labor Requirement.	No	Yes	Yes	Depends on prior status.	No	No	No	No
Modify/Delete Labor Requirement.	No	Yes, depending on if crew assigned to Requirement, or Requirement is being copied to Schedule.	Yes, depending on if crew assigned to Requirement, or Requirement is being copied to Schedule.	Yes, depending on if crew assigned to Requirement, or Requirement is being copied to Schedule.	No	No	No	No
Add Inventory Requirement.	No	Yes	Yes	Depends on prior status.	No	No	No	No
Modify/ Delete Inventory Requirement.	No	Yes, depending on Requirement being copied to Schedule.	Yes, depending on Requirement being copied to Schedule.	Depends on prior status.	No	No	No	No
Add Tools Requirement.	No	Yes	Yes	Depends on prior status.	No	No	No	No
Modify/ Delete Tools Requirement.	No	Yes, depending on Requirement being copied to Schedule.	Yes, depending on Requirement being copied to Schedule.	Depends on prior status.	No	No	No	No
Add Purchase/ On-Hand Requirement.	No	Yes	Yes	Depends on prior status.	No	No	No	No
Modify/ Delete Purchase/ On-Hand Requirement.	No	Yes, depending on Requirement being copied to Schedule.	Yes, depending on Requirement being copied to Schedule.	Depends on prior status.	No	No	No	No
Add Labor Schedule.	No	Yes	Yes	Depends on prior Status.	No	No	No	No
Modify/ Delete Labor Schedule.	No	Each row depends on Assignment Status.	Each row depends on Assignment Status.	Depends on prior status.	No	No	No	No
Add Tool Schedule.	No	Yes	Yes	Depends on prior status.	No	No	No	No
Modify/ Delete Tool Schedule.	No	Each row depends on Assignment Status.	Each row depends on Assignment Status.	Depends on prior status.	No	No	No	No
Add Inventory Schedule.	No	Yes	Yes	Depends on prior status.	No	No	No	No
Modify/ Delete Inventory Schedule.	No	Each row depends on Assignment Status.	Each row depends on Assignment Status.	Depends on prior status.	No	No	No	No
Add Purchase/ On-Hand Schedule.	No	Yes	Yes	Depends on prior status.	No	No	No	No
Modify/ Delete Purchase/ On-Hand Schedule.	No	Each row depends on Assignment Status.	Each row depends on Assignment Status.	Depends on prior status.	No	No	No	No
Modify Distribution.	No	Depends on assignments existing on Schedule rows.	Depends on assignments existing on Schedule rows.	Depends on prior status.	No	No	No	No
Modify Project Information.	No	Depends on assignments existing on Schedule rows.	Depends on assignments existing on Schedule rows.	Depends on prior status.	No	No	No	No
Modify Asset BU and Asset ID.	No	No	Yes	Depends on prior status.	No	No	No	No
Allow further status change.	Yes	Yes	Yes	Only to prior status or Initial if the user saved the task originally as On Hold.	Yes	Yes, depending on user preferences security feature that would allow users to set the status to complete or to manually close the task.	Yes, only to a Complete Internal Status. This must be a manual close and depends on security setup.	No
Update task level scheduled start and end dates.	No	Yes	Yes	Depends on prior status.	No	No	No	No
Record Actuals.	Yes	Yes	Yes	Yes	Yes	Yes, for everything but Inventory Issues, POs, and Requisitions.	No	No
Add task note.	Yes	Yes	Yes	Yes	Yes	Yes	No	No
Modify task note.	Yes	Yes	Yes	Yes	Yes	Yes	No	No
Delete task note.	No	No	No	No	No	No	No	No
Add task instruction.	Yes	Yes	Yes	Yes	Yes	No	No	No
Modify task instructions.	Yes	Yes	Yes	Yes	Yes	No	No	No
Delete task instruction.	No	Yes	Yes	Depends on prior status.	No	No	No	No
Add checklist.	Yes	Yes	Yes	Yes	Yes	No	No	No
Modify checklist.	Yes	Yes	Yes	Yes	Yes	No	No	No
Delete checklist.	No	Yes	Yes	Yes	No	No	No	No
Add attachment.	Yes	Yes	Yes	Yes	Yes	Yes	No	No
Modify attachment.	Yes	Yes	Yes	Yes	Yes	Yes	No	No
Delete attachment.	No	Yes	Yes	Depends on prior status.	No	No	No	No
Delete task.	No	Depends on assignments existing on Schedule rows.	Depends on assignments existing on Schedule rows.	No	No	No	No	No
Assign task templates.	No	Yes	Yes	Depends on prior status.	No	No	No	No
Add Warranty Claim.	Yes	Yes	Yes	Yes	Yes	Yes	Yes	No
Modify/ Delete Warranty claim.	Yes	Yes	Yes	Yes	Yes	Yes	Yes	No

Task table continued.

Workflow Approval Status = Initial, Canceled, or Denied
Task Activity / Internal Task Status	(3) Open	(4) On Hold	(8) Canceled
Modify Labor Requirements.	Yes	Depends on Open status.	No
Modify Inventory Requirements.	Yes	Depends on Open status.	No
Modify Tools Requirements.	Yes	Depends on Open status.	No
Modify Purchase/ On-Hand Requirements.	Yes	Depends on Open status.	No
Modify Labor Schedule	Not available.	Not available.	No
Modify Tool Schedule	Not available.	Not available.	No
Modify Inventory Schedule	Not available.	Not available.	No
Modify Purchase/ On-Hand Schedule	Not available.	Not available.	No
Modify Accounting. Template	Not available.	Not available.	No
Modify Project Information	Yes	Depends on Open status.	No
Modify Asset BU and Asset ID.	Yes	Depends on Open status.	No
Allow further status change.	Only the ones listed here.	Depends on Open status.	No
Record Actuals.	No	Depends on Open status.	No
Modify task note.	Yes	Depends on Open status.	No
Modify task instruction.	Yes	Depends on Open status.	No
Modify check list.	Yes	Depends on Open status.	No
Modify attachment.	Yes	Depends on Open status.	No
Cancel task.	Yes	Depends on Open status.	No
Delete task.	Yes	Depends on Open status.	No
Add Warranty Claim.	Yes	Yes	No
Modify/ Delete Warranty Claim.	Yes	Yes	No

Task statuses continued.

Workflow Approval Status = Pending Approval
Task Activity / Internal Task Status	(3) Open	(4) On Hold
Modify Labor Requirement.	No	Depends on Open status.
Modify Inventory Requirement.	No	Depends on Open status.
Modify Tools Requirement.	No	Depends on Open status.
Modify Purchase/ On-Hand Requirement.	No	Depends on Open status.
Modify Labor Schedule.	Not available.	Not available.
Modify Tool Schedule.	Not available.	Not available.
Modify Inventory Schedule.	Not available.	Not available.
Modify Purchase/ On-Hand Schedule.	Not available.	Not available.
Modify Accounting. Template.	No	Not available.
Modify Project Information.	No	Depends on Open status.
Modify Asset BU and Asset ID.	No	Depends on Open status.
Allow further status change.	No	Depends on Open status.
Update task level scheduled start and end dates.	Not available.	Depends on Open status.
Record Actuals.	No	Depends on Open status.
Modify task note.	Yes	Depends on Open status.
Modify task instructions.	Yes	Depends on Open status.
Modify check list.	Yes	Depends on Open status.
Modify attachment.	Yes	Depends on Open status.
Cancel task.	No	Depends on Open status.
Delete task.	No	Depends on Open status.
Add Warranty Claim.	Yes	Yes
Modify/Delete Warranty Claim.	Yes	Yes

Task statuses continued.

Once a work order with workflow approval is approved, users cannot add tasks or enter requirements. However they can enter schedule rows to existing tasks, always depending on the current status of the task.

Workflow Status = Approved
Task Activity / Internal Task Status	(1) Work in Progress	(2) Awaiting Schedule	(3) Open	(4) On Hold	(5) Scheduled	(6) Complete	(7) Closed	(8) Canceled
Modify Labor Requirement.	No	No	No	No	No	No	No	No
Modify Inventory Requirement.	No	No	No	No	No	No	No	No
Modify Tool Requirement.	No	No	No	No	No	No	No	No
Modify Purchase/ On-Hand.	No	No	No	No	No	No	No	No
Modify Labor Schedule.	No	Each row depends on Assignment status.	Each row depends on Assignment status.	Depends on prior status.	No	No	No	No
Modify Tool Schedule.	No	Each row depends on Assignment status.	Each row depends on Assignment status.	Depends on prior status.	No	No	No	No
Modify Inventory Schedule.	No	Each row depends on Assignment status.	Each row depends on Assignment status.	Depends on prior status.	No	No	No	No
Modify Purchase/ On-Hand Schedule.	No	Each row depends on Assignment status.	Each row depends on Assignment status.	Depends on prior status.	No	No	No	No
Modify Distribution.	No	Each row depends on Assignment status.	Each row depends on Assignment status.	Depends on prior status.	No	No	No	No
Modify Project Information.	No	No	No	No	No	No	No	No
Modify Asset BU and Asset ID.	No	No	No	No	No	No	No	No
Allow further status change.	Yes	Yes	Yes	Yes	Yes	Yes, depending on user preferences security setting to set status to Complete or Closed.	Yes, depending on user preferences security setting to set status to Complete or Closed.	No
Update task level scheduled start and end dates.	Yes	Yes	Yes	Only to prior status or Initial if the user saved the task originally as On Hold.	No	No	No	No
Record Actuals.	Yes	Yes	Yes	Yes	Yes	Yes for everything but Inventory Issues, POs and Requisitions.	No	No
Modify task note.	Yes	Yes	Yes	Yes	Yes	Yes	No	No
Modify task instructions.	Yes	Yes	Yes	Yes	Yes	Yes	No	No
Modify check list.	Yes	Yes	Yes	Yes	Yes	Yes	No	No
Modify attachment.	Yes	Yes	Yes	Yes	Yes	Yes	No	No
Cancel task.	No	Depends on Assignments existing on Schedule rows.	Depends on Assignments existing on Schedule rows.	Only to prior status or Initial if the user saved the task originally as On Hold.	Depends on Assignments existing on Schedule rows.	No	No	No
Delete task.	No	No	No	No	No	No	No	No
Add Warranty Claim.	Yes	Yes	Yes	Yes	Yes	Yes	Yes	No
Modify/ Delete Warranty Claim.	Yes	Yes	Yes	Yes	Yes	Yes	Yes	No

Note: The Approval Status field appears in the work order header. This field is controlled by workflow approval.

See Understanding the Work Order Approval Process.

Status Transitions

When you set up task statuses, with the exception of the closed and canceled statuses, you set up the transitions from one status to another that are allowed in the system. You cannot set up allowable status transitions for work order header statuses. Users can manually change the status based on the allowable transitions for a work order task. The work order header status is read-only.

When a work order task is created, the user selects the value in the Status field based on the allowable transitions for each status.

Note: Users can define more than one status transition based on an internal status. For example, you can set up the On Hold internal status as On Hold - Awaiting Information and On Hold - Resource shortage.

The following diagram illustrates status transitions for work orders and work order tasks. The status transitions are:

Open, which can transition to the following statuses:
- Open
- Awaiting Schedule
- On Hold
- Scheduled
- Work in Progress
- Canceled
- Complete
Awaiting Schedule transitions to the following statuses:
- Awaiting Schedule
- Scheduled
- On Hold
- Complete
- Canceled
On Hold transitions to the following statuses.
- On Hold
- Open
- Awaiting Schedule
- Scheduled
- Work in Progress
Scheduled transitions to the following statuses:
- Scheduled
- Awaiting Schedule
- On Hold
- Work in Progress
- Complete
Work in Progress transitions to the following statuses:
- Work in Progress
- On Hold
- Awaiting Schedule
- Complete
Complete transitions to the following statuses:
- Closed
- Open - status description is Incomplete.
Canceled does not transition to another status.
Closed transitions to the Complete status.

The following table describes the allowable work order task status transitions based on each internal status:

From Status/To Status	Open	Awaiting Schedule	Scheduled	Work in Progress	Complete	Closed	Canceled	On Hold
Open	Yes	Yes	Yes	Yes	Yes	No	Yes* *Before you make any assignments.	Yes
Awaiting Schedule	No	Yes	Yes	Yes	Yes	No	Yes *Before you make any assignments.	Yes
Scheduled	No	Yes	Yes	Yes	Yes	No	No	Yes
Work in Progress	No	Yes	No	Yes	Yes	No	No	Yes
Complete	Yes	No	No	No	No	Yes	No	No
Closed	No	No	No	No	Yes* * Only when you close a task manually.	No	No	No
Canceled	No	No	No	No	No	No	No	No
On Hold	Yes* * Can only return back to a status that has the same Internal Status as the one prior to On Hold. If the previous status is On Hold, then the system retrieves the status prior to any On Hold status.	Yes* * Can only return back to a status that has the same Internal Status as the one prior to On Hold. If the previous status is On Hold, then the system retrieves the status prior to any On Hold status.	Yes* * Can only return back to a status that has the same Internal Status as the one prior to On Hold. If the previous status is On Hold, then the system retrieves the status prior to any On Hold status.	Yes* * Can only return back to a status that has the same Internal Status as the one prior to On Hold. If the previous status is On Hold, then the system retrieves the status prior to any On Hold status.	Yes* * Can only return back to a status that has the same Internal Status as the one prior to On Hold. If the previous status is On Hold, then the system retrieves the status prior to any On Hold status.	No	No	Yes* * Can only return back to a status that has the same Internal Status as the one prior to On Hold. If the previous status is On Hold, then the system retrieves the status prior to any On Hold status.

The editable fields on the Crew Scheduling Workbench must follow the enabling and disabling rules based on the work order task status. The following table outlines the rules for fields that are unique to crew scheduling:

Field/Status	Open	Awaiting Schedule	Scheduled	Work in Progress	On Hold
Crew	Enabled depending on Completed Date not present and Carryover Hours <>0.	Enabled depending on Completed Date not present and Carryover Hours <> 0.	Disabled	Disabled	Enabled or disabled depending on prior status.
Carryover Hours	Enabled depending on the Completed Date field being blank and a crew has been assigned. Also depends on the selection of the Report Crew Carryover Hours check box in User Preferences, Maintenance Management page.	Enabled depending on the Completed Date field being blank and the crew has been assigned. Also depends on the selection of the Report Crew Carryover Hours check box in User Preferences, Maintenance Management page.	Enabled depending on the Completed Date field being blank and the crew has been assigned. Also depends on the selection of the Report Crew Carryover Hours check box in User Preferences, Maintenance Management page.	Enabled depending on the Completed Date field being blank and the crew has been assigned. Also depends on the selection of the Report Crew Carryover Hours check box in User Preferences, Maintenance Management page.	Enabled or disabled depending on prior status.
Scheduled Hours	Enabled depending on the Completed Date field being blank, the crew has been assigned, and the crew schedule status is not Schedule Confirmed.	Enabled depending on the Completed Date field being blank, the crew has been assigned, and the crew schedule status is not Schedule Confirmed.	Disabled	Disabled	Disabled
Completed Hours	Enabled depending on the Completed Date field being blank and the crew has been assigned. Also depends on the selection of the Report Crew Assignment Completion check box in User Preferences, Maintenance Management page.	Enabled depending on the Completed Date field being blank and the crew has been assigned. Also depends on the selection of the Report Crew Assignment Completion check box in User Preferences, Maintenance Management page.	Enabled depending on the Completed Date field being blank and the crew has been assigned. Also depends on the selection of the Report Crew Assignment Completion check box in User Preferences, Maintenance Management page.	Enabled depending on the Completed Date field being blank and the crew has been assigned. Also depends on the selection of the Report Crew Assignment Completion check box in User Preferences, Maintenance Management page.	Enabled or disabled depending on prior status.
Completed Date	Enabled depending on crew being assigned. Also depends on the selection of the Report Crew Assignment Completion check box in User Preferences, Maintenance Management page.	Enabled depending on crew being assigned. Also depends on the selection of the Report Crew Assignment Completion check box in User Preferences, Maintenance Management page.	Enabled depending on crew being assigned. Also depends on the selection of the Report Crew Assignment Completion check box in User Preferences, Maintenance Management page.	Enabled depending on crew being assigned. Also depends on the selection of the Report Crew Assignment Completion check box in User Preferences, Maintenance Management page.	Enabled or disabled depending on prior status.
Crew Start Date	Enabled depending on if the Completed Date and Carryover Hours <>0, and if the crew has been assigned.	Enabled depending on if Schedule Status, Completed Date, and Carryover Hours are <> 0, and if the crew has been assigned.	Disabled	Disabled	Enabled or disabled depending on prior status.
Crew Start Time	Enabled depending on if Completed Date and Carryover Hours <> 0, and if the crew has been assigned.	Enabled depending on if Completed Date and Carryover Hours <> 0, and if the crew has been assigned.	Disabled	Disabled	Enabled or disabled depending on prior status.
Crew End Date	Enabled depending on if Completed Date and Carryover Hours <> 0, and if the crew has been assigned.	Enabled depending on if Completed Date and Carryover Hours <> 0, and if the crew has been assigned.	Disabled	Disabled	Enabled or disabled depending on prior status.

Use the Work Order Status - Add a New Value Page to add a new value

Navigation:

Set Up Financials/Supply Chain > Product Related > Maintenance Management > Setup > MM Work Order Status Add a New Value

Work Order Status - Add a New Value page

Field or Control	Description
Status	Enter a status name that identifies a phase of your organization's typical workflow and coincides with one of the PeopleSoft Maintenance Management system-defined internal statuses listed below. For example, you might define this status as On Hold - Material on Order and map it to the system-defined internal status value, On Hold. See Work Order Status Setup Page.
Status Type	Select one of these values: Header Selecting this value indicates that this status displays in the work order header status field and applies to the overall work order. The status that displays in the work order header status field is based on the weighting of the task statuses. See Understanding Service Request and Work Order Statuses. Note: When you select this value, the Allowed Status Transitions group box does not appear because header statuses are dependent on the transitions of the work order task statuses. Task Selecting this value indicates that this status applies to the status that appears in each work order task.
Description and Short Description	Enter a long description of this status code, and then enter a short description.

Field or Control

Description

Status

Enter a status name that identifies a phase of your organization's typical workflow and coincides with one of the PeopleSoft Maintenance Management system-defined internal statuses listed below. For example, you might define this status as On Hold - Material on Order and map it to the system-defined internal status value, On Hold.

See Work Order Status Setup Page.

Status Type

Select one of these values:

Header
Selecting this value indicates that this status displays in the work order header status field and applies to the overall work order. The status that displays in the work order header status field is based on the weighting of the task statuses.

See Understanding Service Request and Work Order Statuses.

Note: When you select this value, the Allowed Status Transitions group box does not appear because header statuses are dependent on the transitions of the work order task statuses.
Task
Selecting this value indicates that this status applies to the status that appears in each work order task.

Description and Short Description

Enter a long description of this status code, and then enter a short description.

Use the Work Order Status Setup page (WM_STATUS) to defines work order status values specific to an organization and matches them with PeopleSoft Maintenance Management required system-defined internal statuses.

Navigation:

Set Up Financials/Supply Chain, Product Related, Maintenance Management, Setup, Work Order Status - Add a New Value.

You can set up all of the values in the fields describe previously that reside in the Work Order Status - Add a New Value page. However, you can set up the description, short description, and internal status values in this page.

Field or Control	Description
Description and Short Description	Set up these fields in the Work Order Status - Add New Value page (they are required fields) and, if desired, you can modify the fields, as well as click the Dictionary button and check the spelling for each field value in this page.
Internal Status	Select one of these system-defined internal statuses to apply to this user-defined status. The system-defined statuses include: Awaiting Schedule. Canceled. Closed. Complete. On Hold. Open. Scheduled. Work in Progress. Note: You can map one internal header status to only one user-defined header status value. You can map one internal task status value to multiple user-defined task statuses. See Understanding Service Request and Work Order Statuses.
Initial Status	Select this check box if this status is the initial status for the work order task. Note: This check box only displays when you set up a work order task status and is only available for statuses being mapped to an internal status of Open. Furthermore, only one task status can be defined as the initial status at any given point in time.
Header Status	Select the status value that you want to display in the work order header when the weighting of the work order task statuses results in the task status currently being defined. For example, there are three tasks in a work order and the task statuses are On Hold - Awaiting Information (4), Scheduled (5), and Complete (6). Because On Hold has the highest weighted value, then work order header status value would be based on the internal task status of On Hold. However, when you set up the task status for the internal status of On Hold and name the task status On Hold – Awaiting Information, then you can select the Header Status value in this field that you want to display in the work order header's status field.

Allowed Status Transitions

The allowable status transitions display for task statuses only and are based on the system-defined status display rules.

See Understanding Service Request and Work Order Statuses.

Field or Control	Description
Status	Displays a list of allowed status transitions based on the internal status for the selected status that you are currently defining. The internal status values that allow transitions are: Open. Awaiting Schedule. On Hold. Scheduled. Complete. Work in Progress. Important! The Allowed Status Transitions grid does not display if the internal status is Canceled or Closed. Also, when you set up a user-defined task status with a specific internal status, the user-defined statuses that appear in the Allowed Status Transitions grid are dependent on the allowed internal status transitions that appear in the Allowable Status Transitions diagram or the allowable status transitions table.
Use as Default	Select the check box to signal, in an automated status transition, the status that will be chosen as default. Currently the only automated status transition that exists in the application is the Batch Close process. When setting transitions from a task Complete status, ideally one of the transitions to a closed status should be chosen as the default status.

Field or Control

Description

Status

Displays a list of allowed status transitions based on the internal status for the selected status that you are currently defining.

The internal status values that allow transitions are:

Open.
Awaiting Schedule.
On Hold.
Scheduled.
Complete.
Work in Progress.

Important! The Allowed Status Transitions grid does not display if the internal status is Canceled or Closed. Also, when you set up a user-defined task status with a specific internal status, the user-defined statuses that appear in the Allowed Status Transitions grid are dependent on the allowed internal status transitions that appear in the Allowable Status Transitions diagram or the allowable status transitions table.

Use as Default

Select the check box to signal, in an automated status transition, the status that will be chosen as default. Currently the only automated status transition that exists in the application is the Batch Close process. When setting transitions from a task Complete status, ideally one of the transitions to a closed status should be chosen as the default status.

Defining Work Order Statuses

Page Used to Define Work Order Statuses

Understanding Work Order Statuses

Work Order Header Statuses

Work Order Task Statuses

Status Transitions

Work Order Status - Add a New Value Page

Work Order Status Setup Page

Allowed Status Transitions