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Track the Status of Work Orders

Every Work Order moves through a set of statuses as it's actioned in the field, so you always know exactly where a job is up to.

In this article:


Work Order statuses explained

A Work Order can be in one of seven statuses:

  1. Works Scheduled - When a Work Order is first created and assigned to a technician but has not been started yet.
  2. Technician Travelling to Site - When the technician has started a Work Order and indicated they’ve travelled to site.
  3. Technician on Site - When the technician has indicated that they are on site.
  4. Works Underway - When the technician has indicated they’ve started works.
  5. Works Completed - When the Work Order has been marked as completed.
  6. Unable to Complete - When the work has been marked as unable to complete.
  7. Reschedule Requested - When the technician has a requested the Work Order to be rescheduled.

Viewing the status of a report

  1. Open the Reports list or board.
  2. Find the current Work Order status shown on the top left of the report card.
  3. Click the status to jump directly to the linked Work Order.

You can also filter reports by Work Order Status to view specific reports and their current state.

Note: The Work Order Status is independent of the Report Status - updating one does not change the other. Check both if you need the full picture on a report.

Summary

You can now follow a Work Order's progress from Scheduled through to Completion directly from the report card.