Work order statuses

A work order’s status shows where the job stands. Every work order starts as New, and you change the status as the work moves along.

What each status means

Status	What it means	Badge color	On the Dashboard
New	Just created. Its status hasn’t been changed yet.	Green	Active
Pending	Open and still in progress.	Blue	Active
Delayed	Open, but held up.	Yellow	Active
Closed	The work is finished.	Gray	Completed
Excluded	Set aside.	Gray	Neither active nor completed

Active work orders count toward Active Work Orders and show in Upcoming Due Dates on the Dashboard.

Closed is the only status with extra rules, which are listed below. Pending, Delayed and Excluded have no rules of their own, so your team can agree how to use them.

Change the status

Who can do this: Admin, Manager, Technician, Tenant

1. Open the work order and go to the Details tab.

2. Select a new Status.

3. Select Update Work Order.

The change is recorded in the Audit Log, and people following the work order may be notified.

Which changes are allowed

You can change any status to any other status. There’s no set order, so you can skip a step or go back, such as from Closed to Pending or from Delayed to New.

There are a few exceptions:

Situation	What happens
You’re creating a work order	The status is always New. The field isn’t on the form.
You’re changing to Closed and your facility requires a note	You pick or add a note before it closes. See Close a work order.
The work order is Closed and your facility has Lock closed work orders on	The Status field is unavailable in the work order window.
The facility is disabled	You can’t save changes.
You have the Viewer role	You can see the status but not change it.

If a work order was created by mistake

You can’t delete a work order. Instead, set it to Excluded so it doesn’t count as active or completed on the Dashboard. It stays in the list, and you can hide it with the Status filter.

Related

• Close a work order
• View and find work orders
• View a work order’s history