To update the status of a planned works order

The procedure to update the status of a planned works order is as follows:

1. Navigate to Quick Menu > Planned & Servicing Lite > Management > Planned Program Management. The Planned Program Management window is displayed.
2. Expand a status heading and select an associated planned works programme from the alphabetical list, or type its name into the Search Programs field. By default the list is filtered to show All planned programmes. An alternative filter can be applied using the Select view drop-down field: Authorised, Awaiting Authorisation, Cancelled, Complete, Entered, On Hold, Work In Progress, etc. 1.
3. Click on Orders. The Orders tab is activated, revealing a list of all work instructions generated for one or more assets linked to the housing stock upgrade and refurbishment programme, as displayed in the Orders summary table i.e. those with an assigned Order reference value.
4. Activate the Select tick box against one or more asset works orders to be assigned the same alternative progression status.
5. Click on Order Status 2. The Update Order Status window is displayed.
6. Using the Status drop-down field, select the next progression stage for the chosen subset of asset works orders, within the context of the planned programme e.g. On Hold, Cancelled, etc. 3.
7. Enter the Status date using the calendar icon () or type in the value directly i.e. the date on which the status change came into effect; a time may also be specified using the clock icon () 4.
8. Using the Status reason drop-down field, select a parameter value to qualify the circumstances surrounding the change of progression status.
9. Use the Status note field to add contextual information in support of the status change.
10. Click on Save. The end user is asked to affirm the operation and the applied status change is reflected in the Orders summary table 5.

Note

1 The Search Programs field will match against any element of the planned works programme name.

2 This option is only activated in the instance where at least one asset works order has been selected using the adjacent tick box provided.

3 Only status values matching the permitted progression stages common to all asset works orders within the chosen subset are available for selection.

4 The permitted date entry format is DD/MM/YY or DD/MM/YYYY, whilst the permitted time entry format is HH:MM; only values up to the current system date and time stamp can be recorded.

5 An end user affirmation is only required when applying a status change of Cancelled.

See related topics...

Planned works progression management overview

To update the status of a planned works inspection

To issue planned works orders to a contractor