List of statuses
- In preparation: The work order has been created. It will only be considered "to be implemented" once it is validated.
- Awaiting supplier quotation: This step is optional and is used to indicate that the work order validation process has been suspended until a quotation is received.
- Pending validation: The work order has been approved but not yet validated. Its necessity has been noted, but the decision has not been confirmed by the authorized people. This is a supplemental inspection step that takes place only if you feel that the approval is mandatory prior to validation.
- Validated: The work order is validated and the reservations and linked purchase requests (PRs) and POs are created.
- Pending supplies: The work order is validated but cannot be implemented for lack of availability of the items indicated as necessary. (see Work order [Supply]). In any event, the work order changes to "In progress" as soon as any completed work is entered (Operation, Labor, inventory withdrawal, Receipt)
- Pending performance: All the conditions have been met for implementation of the work order, but no operation has yet been performed and no time entered.
- Paused: The work order has been paused from CARL Touch.
- On Going: The work order has started. Reports have been entered by the technicians: occupations and operations performed. The applicable have been completed but the work was rejected.
- Completed: The work order has been declared completed, but work acceptance is required in order to close it.
- Closed: The work order is completed and the work has been accepted or receipt of the work was not necessary. A work order cannot be closed if it has never been "in progress." For the receipt of purchases planned for the work order, see the profile setting "Receipt of purchases on closure of work order."
- Archived: The work order has been permanently closed; it can no longer be changed. Archival is not possible if the work order has a hierarchical parent with status inheritance.
- Canceled: The work order has been permanently canceled; it can no longer be changed.
The "Paused" status is only present if the CARL Touch module is installed.
- If the rights allow, the work order can be created directly with the "Pending validation," "Validated," or "In progress" status.
- Validation is not possible if the work order has a hierarchical parent with status inheritance.
- A work order can only be canceled if:
- No linked PR has been validated,
- No entry of performance has been made (operation, consumption, or labor).
To change the status of a work order, see Changing the status of an element.
Work order workflow
Creating a work order
In order to respond to a WR or if the need for work is noticed, a user can create a work order. (see Creating a work order).
A work order can also be created by launching a Work order plan when the triggering conditions are met.
The user describes the work order and necessary material and human resources in order to assess its cost.
The work order description can then be fine-tuned throughout its duration until it is archived.
As long as the work order is not validated, the planned costs will not generate any Cost center entries.
Work order approval and validation
The created work order is approved, if necessary, by the authorized user, then validated if its relevance is confirmed.
If its cost center is disabled, or if its end date is earlier than the current date, the work order cannot be validated.
Depending on the case, supply needs trigger the creation of corresponding Purchase Requests or inventory reservations.
The work order can move on to the planning process; see Work order planning.
From validation to implementation
As long as the supplies needed for implementation of the work order are not available, the work order will be "pending supplies."
When receipt occurs for a purchase request stemming from a work order, the work order can return to the "In progress" status.
The "pending supplies" may can result from an item reservation (with a risk of stock outage in the warehouse).
Any stock replenishment will not in turn automatically change the status of work orders, as the program cannot arbitrate between competing work orders.
In this case, the status changes when the reserved item is withdrawn, or manually.
As soon as a user enters an operation or labor that has been performed, generally in a work order report, the work order automatically changes to the "in progress" status.
A user can also change the work order status to "in progress" with a manual status change.
Signature on work order
Work orders can be signed only if the CARL Touch module is installed.
Work orders are signed using CARL Touch.
The signature is visible from the work order status history, and via the "Customer work order" and "Customer work report" detail forms".
It is possible to cancel the signature of a signed work order, by selecting "Cancel signature" in the list of work order statuses.
End of the work order
Once the work has been performed, the manager of the work order changes the work order to the:
- "Finished" status if receipt of the work is indicated as necessary for the work order. the linked WRs are then also completed.
- "Closed" status otherwise. linked WRs are then finished or closed, depending on whether work receipt is indicated as necessary or not on the WRs
If the work order is finished, the user concerned by the result may:
- Accept the work → the work order is then "closed,"
- Reject the work -> the work order is once again "in progress."
Corrections may be made to the closed work order by authorized users.
In order to be permanently closed, a work order must be archived.
Cancelling a work order
As long as no linked PR has been validated and no entry of something performed has been made to the work order, the work order may be permanently canceled. Any related WRs will then change back to the "Waiting to be taken into account" status.