Work Order Statuses - Work Order

Work Order Statuses - Work Order

The work order status is a label that specifies the current stage of work for the work order. This keeps everyone in the loop about the progress of the work being performed. See below for information about work order statuses, including a list of NEXGEN standard parent statuses and their definitions.

Looking for information on sub-statuses? See the article Sub-Status Overview - Configurations.

Video Overview

NEXGEN Work Order Status Definitions


Above is a screenshot of the status breadcrumbs on a work order. The ones listed below are NEXGEN standard parent statuses, but you can also create sub-statuses to indicate more specific information about the status the record is in (e.g., Supervisor Review and Invoice Needed under the Complete status above). See below for definitions for each NEXGEN parent status.

Status Name
Definition
New
Work has been created or assigned, but has not been started.
Open
Work has been started and is in progress.
Hold
Work has been started but is temporarily stalled.
Complete
Work has been finished and is ready to be reviewed by a supervisor.
Closed
Work has been reviewed and approved by a supervisor. The record is stored in NEXGEN as historical data.
Canceled
Work no longer needs to be performed.

Change the Status of a Work Order

You can change the status of a work order in one of two ways.
  1. Click the desired status in the status breadcrumb at the top of the record.
  2. Click Edit, then select the desired status using the Status field.

Tip: View the status change history of a work order by clicking the drop-down arrow in the Status zone of a work order. You can also update the Status Changed Date by clicking the pencil icon (appears after hover) to the right of a status change entry. 

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