To update the repair order status

The procedure to update the repair order status is as follows:

Using the global search facility, type in the first few characters of either the contact who requested the repair or the asset address 1.
Double-click on the row containing the exact record match. Where the expected record is not listed, a more advanced search can be conducted using the spy-glass icon ().
Click on Repair Requests (contact summary 360 view) or Repairs (for an asset) 2. The Repairs History tile (or Repairs tab) is activated, revealing a list of all recorded repairs in the Repairs History summary table.
Double-click on the row containing the specific repair request from which a works order has been created. The Repair Request window is displayed.
Click on Orders. The Orders tab is activated and all raised orders are displayed in the List of Work Orders summary table.
Double-click on the row containing the specific order against which a status update is to be recorded. The Details tab is activated, revealing all information pertinent to the works order.
Click on Update Status. The Select Status window is displayed, revealing the current progression status assigned to the works order 3.
Using the Status drop-down field, select an appropriate parameter value for the latest status of the works order e.g. Work In Progress, On Hold, Completed, etc. 4.
Enter the Status date using the calendar icon () or type in the value directly i.e. the date on which the status change came into effect; a time may also be specified using the clock icon () 5.
Using the Status reason drop-down field, select a parameter value to qualify the circumstances surrounding the change of progression status.
Use the Status note field to add contextual information in support of the status change.
Click on Save.

Note

1 The search facility will automatically return all possible matches for a contact's first name and last name once the Number of characters before an automatic search commences system preference is reached; it will likewise return all possible matches for any corresponding address field.

2 The availability and customisation of all Contact Summary 360 View tiles is controlled separately for each end user via their unique system profile.

3 Once the order status is set to Cancelled or Fully invoiced it cannot be updated further.

4 The values available for selection are filtered according to the previously recorded status, and controlled by predefined progression stages as described in the table below.

5 The permitted date entry format is DD/MM/YY or DD/MM/YYYY; the permitted time entry format is HH:MM.

Status	Description	Next Progression Status
Entered	A system-generated stage, automatically assigned when the order is first created.	Issued, On Hold, Awaiting Authorisation, Awaiting Pre Inspection or Cancelled
Awaiting Authorisation	A system-generated stage, automatically assigned when an end user's order value limits are exceeded.	Issued, On Hold or Cancelled
Awaiting Variation Authorisation	A system-generated stage, automatically assigned when an order value includes a cost variation in excess of the end user's authorisation limit.	On Hold, Varied or Cancelled
Issued	A system-generated stage, automatically assigned when a contractor appointment has been confirmed.	On Hold, Work In Progress, Awaiting Variation Authorisation, Awaiting Pre Inspection, Varied, Complete or Cancelled
Work In Progress	A manually assigned stage, denoting that the order is under way.	On Hold, Awaiting Variation Authorisation, Awaiting Pre Inspection, Varied, Partially Complete, Complete or Cancelled
On Hold	A manually assigned stage that can be employed at any phase of the order.	Issued, On Hold, Awaiting Authorisation, Awaiting Variation Authorisation, Work In Progress, Partially Complete, Complete or Cancelled
Partially Complete	A manually assigned stage, denoting that the order has begun but is not yet complete.	On Hold, Awaiting Variation Authorisation, Awaiting Pre Inspection, Awaiting Post Inspection, Varied, Complete or Cancelled
Complete	A manually assigned stage, denoting that all aspects of the order have been successfully completed.	On Hold, Awaiting Pre Inspection, Awaiting Variation Authorisation, Varied, Cancelled
Awaiting Pre Inspection	A system-generated stage, automatically assigned when a pre inspection is required either independently or as part of the task requirement.	Awaiting Authorisation, On Hold, Issued, Varied Awaiting Variation Authorisation or Cancelled
Awaiting Post Inspection	A system-generated stage, automatically assigned when the order is complete but a post inspection is required, either set independently or as part of the task requirement.	On Hold, Awaiting Variation Authorisation, Complete or Cancelled
Varied	A system-generated stage, assigned when one or more tasks on the order have been varied, either by value, priority or repair type, which are included in the permissions rules of the end user.	Issued, On Hold, Work In Progress, Awaiting Post Inspection, Partially Complete, Complete or Cancelled
Cancelled	A manually assigned stage, denoting that the order is no longer required.	None

See related topics...

Repairs order management overview

To create a repair order

To cancel a repair order

To add a repair task

To define the user profile

Using the search facility