Change Status on Work Order

Explanation

This activity is used to change the status of the work order. As a work order can be in progress for an unlimited period of time, there is a status system that defines what can be done with the work order. The status system also facilitates the selection of work orders that can be performed in several windows in IFS Maintenance. It is not mandatory to use all the statuses. A new work order has one of the following two statuses:

• Work Request - This status means that the work order that has been PM-generated. Also work orders that are created in the Prepare Work Order or Active Work Orders window receive this status. 
• Fault Report - This is the status for a new fault report. Also, if the Service Management solution is used, the status for a new service request is set to Fault Report. 

The status is then normally changed to one of the following:

• Observed - This status means that the work order is observed but not yet ready to be prepared. There might be some information missing on the work order that must be added before it can be prepared. 
• Under Preparation - This status means that the work order is to be prepared, i.e., you can for example specify craft, reserve material from inventory, and enter a standard job for the work order. You can also connect requisitions to the work order. A planned start date can be set for a work order. After the planned start date has been set, the work order symbol is displayed in the Gantt graph. 

After the work order has been prepared, the status is normally changed to Prepared or Released. Occasionally there is a need to not follow the ordinary sequence of status modifications. In this case, the system allows you to change the status differently but still in a forward direction, for example from Work Request directly to Released.

Other statuses in the work order status system are Assigned, Accepted and On Route. These statuses are not applicable when working with Business-to-Business (B2B) Contracting and will be disabled on work orders which are assigned to contractors.

• Assigned - Can be set manually once you have assigned the work to a particular employee. This status is also set automatically if the work order is scheduled in the Scheduling Engine using the Scheduling Dispatch Service (SDS), and the scheduled plan which is returned to IFS Applications is assigned to an employee.
• Accepted - The work order should be set to this status when an employee has accepted the job and is responsible for executing the work.
• On Route - The work order should be set to this status when the employee starts traveling to the location of the work order.

Prerequisites

Before the status for the work order can be changed, the following must have been completed:

• The work order must exist in IFS/Preventive and Corrective Maintenance.

Note: There might be some conditions connected to the work order that must be accomplished before you can change the status.  

System Effects

As a result of this activity, the Status field in the Active Work Orders window normally shows one of the following statuses: Observed or Under Preparation. 

A journal entry is created for this event. Journal entries are generated in the Journal tab found in the Prepare Work Order and Report In Work Order windows.

Window

Active Work Orders
Single Page Report In Work Order

Related Window Descriptions

Active Work Orders
Single Page Report In Work Order

Procedure

Use the following procedure to change the status of a work order using the Active Work Orders window:

1. Open the Active Work Orders window.
2. Find the work order. Note that in Active Work Orders you normally view information on work orders with the Work Request or Fault Report status. 
3. Select work order, right-click and point to Work Order Status. Select a suitable status for the work order.

Use the following procedure to change the status of a work order using the Single Page Report In Work Order window.

1. Open the Single Page Report In Work Order window.
2. Query for the work order. (F3)
3. Click on a link on the top part of the window to select a suitable status.

Note: You can also change the status for a work order in Prepare Work Order, Report In Work Order and Work Order Execution Logic. Use the Work Order Status option.