Work Order Statuses

Work Orders follow through a sequence of statuses that represent a "life cycle" for the order.

Key Features

  • A Work Order’s Type determines the sequence of statuses.

    Not all types require all status stops.

  • Work Order Requests have additional status options not applicable to other types.

  • Work orders in Ready to Schedule, Scheduled, and In Progress affect the order’s Stock Items' Planned Stock quantity.

  • Work Order Statuses are predefined and built into the logic of FX EAM.

    Statuses can be deactivated, but user defined statuses for work orders cannot be added.

  • Planned Stock items are committed and demand recorded in the stock item record when a work order is in Ready to Schedule, Scheduled, or In Progress status.

    Planned stock items are not recorded as actual costs on the work order until they are issued to the work order, despite the demand record.

How EAM Work Order Statues Work

Work Order Status changes are generally handled by the system, but they can be manually changed depending on user permissions.

Status Description Work Order
Types

Request

Initial entry of a new Work Order Request

Work Request

Waiting Approval

Work Order Request awaiting review and approval

Work Request

Rejected

Work Order Request that will not be completed. No further status changes.

Work Request

Approved

Work order ready to be processed for work

All

In Planning

Work order request currently being assessed for work requirements and required stock

All

Ready to Schedule

Work assessment and requirements documented. Work can begin.
Planned stock parts are committed, placing demand on the parts.

All

Scheduled

Work is on the calendar, but not yet started.
Planned stock parts are committed, placing demand on the parts.

All

In Progress

Work has started and is ongoing.
Planned stock parts are committed, placing demand on the parts.

All

Hold

Work is paused

Work on work orders in Approved, In Planning, Ready to Schedule, Scheduled, or In Progress can be placed on Hold.

Expectation is to resume work at some future point in time.

All

Cancelled

Work is stopped prior to completion and will not be resumed.

* For Calendar-Based PM Schedules: If a user cancels a WO, they must specify a Due Date Override on the PM Schedule. There is already a validation rule to prevent this.

All

Completed

Work done and waiting for final inspection.
Parts and labor can continue to be added.

All

Closed

Work done and final inspection is complete. Additional stock and hours cannot be recorded to the work order.

* For Calendar-Based PM Schedules: Users shouldn’t move the WO status to Closed without completing the WO. If just the WO status is just set to Closed and not completed, the WO won’t reset the PM. To avoid this, put in a validation rule to enforce that workflow. * For Meter-based PM Schedules Users will need to change WO status to Completed first, in order reset the PM. Afterwards, the user can move the status to Closed or Canceled. To mitigate, a validation rule could be put in place to enforce that workflow.

All
Flow chart showing sequences of work order statuses
Figure 1. Flowchart of Work Order Statuses