What's new:
We have added ability to customize work order statuses and also ability to add approvals while work order are moving through this statuses.
This will enable customers to tweak work orders module according to their organizational workflow.
Create a new work order status -
Navigate to ‘settings’ page under the profile dropdown and navigate to admin settings tab
2. Click on ‘Work order statuses’ section and click on ‘Create work order status’
3. Create work order status modal is displayed
Enter necessary information to create a work order status
Label <Required>
Color <Required>
Description <Optional>
Customer can also set up approval required for any of the custom statuses except for the last one.
4. Toggle approval required
5. Choose the role who can approve/decline the work order going out of that status
Note - If you choose team managers as approver role, Managers and Admins will be able to approve/decline the work orders by default due to role hierarchy.
Admins → Only admins can approve
Managers → Managers + Admins can approve
Team Managers → Admins + Managers + Team Managers can approve
6. Click on ‘Create’ button
Note -
User can create up to 5 work order statuses including 1st and the last work order status
2 work order statuses will exists by default - pending and completed. Users can edit the label, add description and color but can’t delete these statuses
Approval can be set for any custom statuses except the last one.
View the list of work order statuses and the work flow -
Users can view list of already created work order statuses in the list under ‘Work order statuses’ menu
2. Users can view the current work order flow
Notes -
* represents the approval required for a status
Workflow is only a visual representation of the current flow.
Reorder existing custom statuses -
Users can reorder the work order status by clicking on ‘::’ icon next to the customer
Note -
Reordering will reorder the work orders belonging to these statuses as well and may break the approval process
Reordering functionality is not available for 1st and the last work order status.
Edit/delete a work order status -
Users can edit/delete a work order status from ‘Actions’ drop down on each custom fields in the list
Note -
Editing a work order status -
While editing, users can’t set approvals for the last work order status
Deleting a work order status -
Users can’t delete first and last work order status
While deleting any other statuses, users will need to select another valid status to move all the existing work order status to before deleting existing status.