Set Up Statuses for Service Orders and Repairs

You must set up repair status options that identify the progress of repair and maintenance of service items in service orders. You must set up at least nine repair status options that identify situations or actions taken when servicing service items.

You can set the priority level for service order status options. The four priorities are High, Medium High, Medium Low, and Low.

When you change the repair status of a service item in a service order, the service order status is updated. The repair status of each service item is linked to the service order status. If the service items are linked to two or more service order status options, the service order status with the highest priority is selected.

Before you can set up a repair status, you must set up service status priorities.

To set up service status priorities

  1. Choose the Lightbulb that opens the Tell Me feature. icon, enter Service Order Status, and then choose the related link.
  2. Select the service order status you want to set a priority for.
  3. In the Priority field, choose the priority you want for this service order status.

Repeat steps 2 and 3 until you have set the priority for each of the four status options: Pending, In Process, Finished, and On Hold.

To set up a repair status

  1. Choose the Lightbulb that opens the Tell Me feature. icon, enter Repair Status, and then choose the related link.
  2. Create a new repair status.
  3. Fill in the Code and Description fields.
  4. In the Service Order Status field, choose the order status to link the repair status to. The Priority field displays the priority of the service order status you have chosen.
  5. Choose a repair status. You can choose only one. A repair status cannot be linked more than one repair status option.
  6. To be able to post service orders, including service items, with this repair status, choose the Posting Allowed field.
  7. To be able to manually change the service order status option to Pending in service orders including service items with this repair status, choose the Pending Status Allowed check box.
  8. Choose the In Process Status Allowed, Finished Status Allowed, and On Hold Status Allowed check boxes in the same way.

Repeat these steps for each of the repair status options you want to create.

See also

Service Order Status and Repair Status
Setting Up Service Management

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