Service Order and Resource Request Status
Service order status indicates where the order is in the fulfillment process. The system automatically updates status based on the fulfillment progress of the associated resource requests; you can change the status manually at any time.
This table lists the service order status values that specific actions or processes trigger:
| Service Order Status | Triggering Action or Process |
|---|---|
|
Draft |
Click the Save for Later button on the Resource Requests or Order Summary tab. Use this option to save a service order to return to at a later time if all of the required fields are not entered or if the order is not ready for submission. |
|
New |
Click the Save and Submit button on the Order Summary tab. Use this option to save a new service order and submit it to the person who is responsible for staffing to begin the fulfillment process. |
|
Open |
Manually change the status to Open. Use this status to indicate that you no longer consider an order to be in New status (for example, if you have reviewed it but have not yet made assignments). |
|
In Process |
Create an assignment in any status for at least one resource request on this service order. |
|
Canceled |
Cancel all resource requests on a service order. This action automatically cancels the service order. Use this status to indicate that the customer canceled their order for services. Note: You cannot cancel a service order that is in a Draft status. You can delete a Draft service order using the Delete Service Order page. |
|
Closed |
|
A resource request status indicates where the individual request is in the fulfillment process. The system updates the status automatically based on fulfillment progress; you can manually change the status at any time.
This table lists the resource request status values that specific activities or processes trigger:
| Resource Request Status | Triggering Action or Process |
|---|---|
|
Open |
Create a new resource request. |
|
Canceled |
|
|
Closed |
|