Manage Request Statuses

ML Work Order admins can adjust settings based on the status of the Work Order. Admins can choose whether notes are required when moving the Work Order to a specific status. 

1. Select Settings > Setup > Items Manage Work Order Status from the left-side navigation menu

2.  Select the pencil icon () next to one of the statuses

3.  Check off the Notes Required checkbox and click Save.

Now when you change the Work Order status with the setting enabled this will appear.

Setting up an automation reminder based on a status

1. Select Settings > Setup Items > Manage Request Status from the left-side navigation menu

2.  Select the pencil icon () next to one of the statuses. The below screenshot indicates editing the Assigned Status as an example.

3.  Select the Add New Record option ()

4.  Enter the following information

• The number of Days the notification needs to be sent out if the Request remains in that status
• Enter your automated reminder note. This will be displayed as an external note on the request
• Specify the priority of the requests this note should be set for.
  • Some Examples of how to use priority for automated reminder notes:
    • you can have it set to all priorities by default
    • You can set an automated reminder note for "Urgent" requests only and then another note for all other statuses.
    • You can set one reminder note per priority as well.
• Notify specific roles
• Notify Assigned User checkbox 
• Notify Pending User checkbox

5. Click the checkmark when the record is completed ()

How The Automated Reminders work when compared to the Manual Sync ( icon)

• The automated reminders will post the external note on the request at 6:00 AM the morning after the request meets the "Days" threshold set in the reminder.
  • For Example - you have an automated reminder for the "Assigned" status to send an automated external note if the request has been stuck in the Assigned status for 5 days.
    • The automated reminder note will be posted to the request as an external note the following morning at 6:00 AM
• If you select the icon - this will manually run the automated reminder and it will post the external note to all requests that meet the Days notice threshold.
  • For Example - you have a automated reminder for the "Assigned" status to send an automated external note if the request has been stuck in the Assigned status for 5 days.
    • When selecting the manual sync it will post the automated external note to all requests that have been stuck in the "Assigned" status for 5 days only.