Work Order Workflow

Work orders are used to plan for all types of work that need to be performed. The following is the typical workflow of a work order:

Planning

This is the initial status of a work order and includes all the requirements needed to complete the type of work being planned. Requirements, such as activities, checklists, permits, attachments, resource requirements, and dependencies are all considered during the planning stage of the work order. If the work order references a work request, many of the work order fields are pre-populated by the system.

Pending Approval

This status indicates that the planning of the work order is finished and ready to be submitted to an approver.

Approved

This status indicates that the approver has reviewed the work order details and has approved the work to be done.

Active

This status sets the work order and associated work activities to active so the work can be performed and the activity can accept charges. Only activities where the Activation Date has passed are set to Active.

Reopened

This status indicates that a previously closed work order is now reopened.

Rejected

This status indicates that the work order was not approved but rejected by the approver.

Completed

This status indicates that all work activities associated with the work order have been completed and all completion details have been entered.

Closed

This status indicates that work order and ALL associated work activities is complete and no more work is to be done.

Canceled

This status is used to indicate that the work should not be performed.