Work Order Process

The basic flow of a work order is Unassigned/Assigned > In Progress > Ready for Review > Complete. This guide will show you how to go through this process, and point out what to do if you need to go back a step and/or reopen a work order.

Step By Step Guide to the Processes/Flow of a Work Order

Assign Work Order -

1. Open work order that is unassigned. 
2. Click the "Assign Work Order" button.
3. Edit mode will open, with the status of the work order now set to "Assigned".
4. Select an assignee from the "Assigned To:" dropdown menu.
5. Click "Save".
6. This Work Order is now assigned and will show up in the selected assignee's list of work orders.

Begin Work  - 

1. Open work order that has the status of "Assigned".
2. Click the "Start Working" button. 
3. The status of the work order will then change to "In Progress".

Finish Work - 

1. Open a work order that has the status of "In Progress."
2. Click the "Finished Working" button.
3. The status of the work order will then be changed to "Ready for Review".

Review and Complete - 

1. Open a work order that has the status of "Ready for Review".
2. Perform the review process for the specific work order.
3. Click the "Complete Work Order" button. 
4. The status of the work order will be set to "Completed".