Work Order States

This help file applies to an out-of-date version of MainBoss.
The most recent version of MainBoss is MainBoss 4.2.4.
For the latest version of this help file can be found here.

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A work order can be in one of the following states:

Draft: The work order has been created and saved, but is still considered easy to change. You may be waiting for additional information or some sort of approval before the work order can be finalized.

Open: The work order contains all the information you want and has received any approvals it might need. It's ready to be issued to workers. The work order will remain in the open state until the job is actually finished.

Closed: The job is finished and all information about the work has been recorded. A work order can't be changed when it's closed. However, you can reopen a closed work order, make changes, then close it again.

Void: The work order was created but it was canceled before it became Open.

Each of these states has its own table viewer. For example, Work Orders | Open lists open work orders. In addition, there is a combined Work Orders table that lists all work orders in all states. (Since this can be a lengthy list, it's usually easier to find work orders in one of the other work order lists.)

MainBoss has various buttons for changing the state of work orders. These are summarized below:

• Void: Changes Draft to Void, and also opens a window where you may record a comment about why you decided to cancel the work order
• Draft Work Order: Changes Void to Draft, and also opens a window where you may record a comment about why you decided to reactivate the canceled work
• Open: Changes Draft to Open
• Open Work Order (With Comment): Changes Draft to Open, and also opens a window where you may record a comment about what you're doing
• Suspend: Changes Open to Draft, and also opens a window where you may record a comment explaining why you suspended the work order
• Close Work Order: Changes Open to Closed
• Close Work Order (With Comment): Changes Open to Closed, and also opens a window where you can record a comment about what you're doing
• Reopen: Changes Closed to Open, and also opens a window where you can record a comment explaining why you're reopening the work order

An open work order can also be Overdue. When you create a work order, you can specify dates for when the work should start and end. A work order is considered overdue if it's still open past its specified end date. Work Orders | Overdue lists any work orders that are overdue.

Work Order Status Codes: In addition to the standard work order states, you can create your own custom status codes to describe the condition of work orders. For example, you might have status codes like

Waiting for approval
Waiting for parts
Waiting for government inspection
Waiting for customer sign-off

For more on work order status codes, see Work Order Status Codes.

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