What are the statuses of a work order

When creating a work order, Latner applies a structured workflow to ensure a consistent and repeatable process. This framework enables accurate tracking and reporting at each stage of the contract lifecycle. 

Outline below is the status workflow for work orders, tech status and parts status.

Work Order Status

Represents the overall progress of a job from creation through to completion.

Open

Indicates that a work order is created and currently active.

Pending Approval

Indicates that the technician failed a checklist and approval is required from the appropriate person (provided the setting is enabled)

Completed

Indicates that the work order is completed and final invoicing has been processed if it’s a chargeable work order.

Tech Status

Tracks the technician’s involvement and progress on the assigned job.

Unallocated

Indicates that the work order has been created but not yet assigned to a technician

Allocated

Indicates that the job has been assigned to a technician, but they haven’t acknowledged it yet.

Accepted

Indicates that the technician has confirmed they will take on the job

Travelling

Indicates that the technician is en route to the job location

On Site

Indicates that the technician has arrived at the job site and is working on it.

Parts Requested

Indicates that the technician requires additional parts to complete the job; work is paused until parts are available. This will automatically update the Parts Status to Requested.

Completed

Indicates that the job has been finished and marked as complete by the technician.

Parts Status

Represents the cycle of parts required for a job, from availability through allocation or cancellation.

Available

Indicates that the part is in stock and ready to be used.

Requested

Indicates that a technician or user has flagged the need for the part, but it hasn’t been ordered yet.

Ordered

Indicates that the part has been formally ordered from the supplier.

Partly Received

Indicates that some, but not all, of the ordered parts have been delivered.

Allocated

Indicates that the part has been assigned to the Work Order and ready to be picked.

Cancelled

Indicates that the request or order for the part has been cancelled and will not proceed.