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Create a New Work Order Status

Background

Work Order Statuses are used to help define the work order lifecycle. During the life of a work order, it will transition from New to Done through several statuses. Zoidii ships with four standard work order statuses: New, Assigned, Work in Progress, and Done.

Example flow: Request → Triage & Assign → Plan & Schedule → Execute → Close → Review

This procedure outlines how to add more statuses/states.

Procedure

1. In the top navigation bar, click the Settings icon. Then select System Settings.

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2. In the System Settings screen, click Work Order Flow.

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3. Click Add New

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4. Fill in the new work order status, and click Save.

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5. Drag and drop the new state into its position in the work order workflow.

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In this example, Complete, No Work Needed is placed in position #5 before Complete.

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6. Creating a new work order status also creates a new swimlane in the kanban view.

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