Outsourced Maintenance Status

The Outsourced Maintenance Status screen enables you to define the default status for a particular Vendor Ticket.

Detail View Header

The Outsourced Maintenance Status screen has one tab, Basic Info.

Outsourced Maintenance Status ID

This field displays the current status ID that you wish to define. You may select an existing status from a choice list or choose to create a new status to define.

Detail View

Data in the fields in the bottom section of this tab enable you to define the options for the selected Status ID in Outsourced Maintenance.

Basic Info

This section allows you to configure the options for statuses for Outsourced Maintenance. This affects how Vendor Tickets behave when the Outsourced Maintenance status is changed.

Status state

To set the status state for the currently selected Outsourced Maintenance Status ID, select an option from the following choices:

Status State	Description	Allowed Actions
AWAITING ASSIGNMENT	This option indicates that a ticket with this status has been created and is awaiting vendor assignment or more information such as a Work Order.	Move to PENDING Assign a vendor
PENDING	This option indicates that a ticket with this status requires action. Tickets with this status will have an associated PLANNING Work Order where tasks may be added to the ticket. This Work Order is generated when this status is selected.	Move to ON HOLD for the purpose of pausing Move to CLOSE to cancel the ticket Move to READY to continue the workflow
READY	This option indicates that a ticket with this status has been assigned to a vendor and is awaiting further review or information. Tickets with this status will have the associated PLANNING Work Order updated to PENDING, where tasks may be added to the ticket. This update is done automatically when this status is selected.	Move to ON HOLD for the purpose of pausing Move to CLOSE to cancel the ticket Move to IN PROGRESS to continue the workflow
IN PROGRESS	This option indicates that a ticket with this status has a vendor that has been assigned and is currently working on the ticket. Tickets with this status will have the associated PENDING Work Order updated to OPEN. This update is done automatically when this status is selected.	Move to ON HOLD for the purpose of pausing Move to CLOSE to cancel the ticket Move to WORK FINISHED to continue the workflow
ON HOLD	This option indicates that a ticket with this status has been delayed. For example, this may apply to a ticket that is awaiting assignment or parts.	Move to WORK FINISHED to continue the workflow
WORK FINISHED	This option indicates that a ticket with this status has all associated tasks on the associated Work Order completed. Tickets with this status are waiting for an invoice to be created and assigned to the ticket or vendor.	Move to COMPLETED to continue the workflow
COMPLETED	This option indicates that a ticket with this status has been completed and a Vendor Invoice has been created. Tickets with this status will not allow for tasks to be denied or deleted. Comments may be added to tasks if needed.	Move to SENT FOR PAYMENT to continue the workflow
SENT FOR PAYMENT	This option indicates that a ticket with this status has been sent to an external payment processor.	Move to CLOSED to complete the workflow
CLOSED	This option indicates that a ticket with this status can no longer be edited.	None

Status trigger

This checkbox, if toggled, displays an indicator next to this status ID that directs users to take action on the ticket status.

Vendor view

This checkbox, if toggled, will allow vendors to view tickets with this status ID.

Driver view

This checkbox, if toggled, will allow drivers to view tickets with this status ID.

⟡ This feature will be available in a future release.