Managing Work Order Status

Work Order statuses show where a Work Order currently stands: open, in progress, waiting, done or cancelled. Every remberg system comes with predefined statuses that you can rename, recolor and translate. With the Enterprise package, you can also create your own statuses to match your processes. The classification tells remberg how to treat a status in reports and automations.

You find these settings under Settings > Features > Work Orders > Status.

Every Work Order status belongs to exactly one of four classifications. This way several statuses can share the same meaning, e.g. Completed and Closed, which both belong to the Done classification. remberg reports both consistently as completed, while your team can still tell whether a Work Order is only technically finished or also finally checked.

💡 Note: You set the classification when you create a status. It cannot be changed afterwards.

In addition to your own statuses, remberg provides the Cancelled status. It marks work as not carried out without deleting the Work Order. The Work Order stays in the history but does not count as done in reports, so your completion rate stays correct.

Cancelled exists exactly once in every system. You cannot edit or delete it, and you cannot create another status of this kind.

💡 Note: If a scheduled job from a Maintenance Plan falls through, set the Work Order to Cancelled. Work Orders from Maintenance Plans cannot be deleted, so the series stays intact.

The list shows the Preview (name and color), Classification, Reference and Translations of each status. The default status for new Work Orders is marked with the Default label next to its classification.

💡 Notes:

The Translations column shows at a glance which languages have a label. You can also open the translations directly from the 3-dot menu.

💡 Note: The classification of a status cannot be changed, because reports and automations depend on it, e.g. start and completion timestamps.

The status with the Default label is assigned to every new Work Order automatically. You define which status that is in the General tab under Status > Set on creation to. Learn more in the article General Work Order Settings.

When the Mandatory time entry toggle is on, users get a warning if they set a Work Order to a status with the Done classification without any time recorded. This way fewer working hours go unbooked.

💡 Note: How users record time in a Work Order is explained in Tracking Times.

The order in the list defines the order in the status dropdown.

💡 Notes:

How many statuses can I create per classification? With the Enterprise package, as many as you need. In all other packages, you work with the predefined statuses.

I created a status with the wrong classification. What now? The classification cannot be changed afterwards. Create a new status with the right classification, assign it to the affected Work Orders and then delete the old one.

What is the difference between "Cancelled" and deleting a Work Order? A cancelled Work Order stays in the history and shows that the work was planned but not carried out. Your completion rate stays correct. A deleted Work Order is gone entirely.

Does "Mandatory time entry" prevent a Work Order from being completed without time? No. The user gets a warning and can still complete the Work Order afterwards.

Why does a Work Order's status change automatically when a Procedure is started? This is controlled by the automations in the Workflow tab. Learn more in Automations for Procedures.