Work Order Status

Owned by Nathan Schafer
Last updated: Jun 18, 2024 by Kim Dyer
3 min read

You can create work order statuses which give you the ability to customize the shop work flow and you can tie them into vehicle statuses for greater automation. This adds a second level of statuses to paint a clearer picture of what might be occurring with the assets.

To turn on the Work Order Status Option see the Custom Web Configuration section under the RTA Web - Company Information menu.

 

Work Order Status Configuration Actions

  1. To view, add, or edit work order statuses find the System Settings tab on the left hand side menu panel

  2. Click on “Work Order Status Setup”.

On the Work Order Status Setup screen you will see some default statuses with “Open” and “Closed” greyed out. These two status names cannot be changed but can be color coded and have rules applied. They cannot be deleted and must remain in the system.

In the Work Order Status Setup screen you have options to view, edit, or add work order statuses.

View Work Order Status Set Up Configurations

  1. Open the Work Order Status Setup Options in the System Settings tab under the Admin option in the menu

  2. Click on the work order status needing to be viewed

Edit Work Order Status Set Up Configurations

  1. Open the Work Order Status Setup Options in the System Settings tab under the Admin option in the menu

  2. Click on the work order status needing to be edited

  3. Make adjustments to one or multiples of the following as needed

    1. Color

    2. Vehicle Status setting

    3. Status Coding

Add New Work Order Status for Use

  1. Open the Work Order Status Setup Options in the System Settings tab under the Admin option in the menu

  2. Click on “New Status” in the top left.

 

  1. Give the status a name

  2. Choose the color to be associated with the status

  3. Apply the rules for vehicle status automation and coding

  4. Click save when finished

Status coding allows coding the work order as closed without actually changing the work order status. This will help update telematics, other integrations or internal processes.

Identifying and Updating Statuses With Work Orders

Work Order Status View

There are a couple places where you can view work order statuses.

  1. The work order search screen

  1. The work order header

 

Updating a Work Order Status

You will notice a drop down arrow in the work order header next to the status. This is where you can update the work order status by choosing a status in the list.