How to Manage Work Order Statuses

Overview

Work Order Statuses define the stages a Work Order moves through from creation to completion. LLumin CMMS+ includes several system-defined statuses and allows administrators to add optional Sub Statuses or additional configurable statuses.

System statuses

System statuses include:

  • New
  • Reviewed
  • Assigned
  • Pending Approval
  • Completed

Additional statuses such as Closed Not Completed or Disapproved may appear based on your environment. Administrators may also configure up to four additional statuses between Assigned and Pending Approval, and they can add Sub Statuses beneath any editable status.

Manage Work Order Statuses

  1. Select the Gear icon in the top navigation bar, and then select Admin Mode.

     

  2. Select Asset & Work Management > Work Order Statuses.

     

  3. The Work Order Statuses window displays a table with the following information:
    • Status: The name of each status and its Sub Statuses.
    • Work Orders: The number of open Work Orders currently assigned to that status.

    • Actions: Available buttons such as Edit, Add Sub Status, or View Work Orders.

       

  4. If a status contains open Work Orders, select the eye icon in the Work Orders column to view them.

     

  5. LLumin displays a Work Order Finder window where you can select and open individual Work Orders or navigate to the Work Order Calendar.

Edit a Work Order Status

Some statuses are system-defined and cannot be changed, but any status that shows an Edit button can be renamed.

  1. Locate the status you want to change.

  2. Select Edit.

     

  3. Update the Description field.

     

  4. Select Save.

The new name now appears anywhere that status is used.

Add or Manage Sub Statuses

If a status supports Sub Statuses, an Add Sub Status button appears next to it.

Tip: For full instructions, see How to Add and Manage Sub Statuses.

  1. To create a Sub Status, select Add Sub Status.

     

  2. In the Add Sub Status window, enter the required information (such as Status Number and Description), and then select Save.

     

    NOTE: Sub Statuses appear indented beneath their parent status in the main list.

  3. After completing your edits, scroll to the bottom of the screen and select Save to apply all changes.
  4. Your Work Order Status settings are now updated.