About bundle states and relation states

Audience: CSG, Partners, and External Developers who need to track the lifecycle and dependencies of bundled work.

To effectively monitor and manage job bundles and their WOOs, it is important to keep track of bundle states and relation states. With bundle states, dispatchers and managers can quickly assess the overall progress and status of aggregated work. Bundle states describe the current status or phase of a job bundle from their creation until completion or cancellation.

Common bundle states include:

Pending: The bundle needs further information or approval to move forward.
Active/Open: WOs are being processed or are ready to start.
Scheduled: The appointment is confirmed and assigned to a technician or team.
In Progress: Operations have started.
Completed: All work orders within the bundle were completed.
Canceled/Closed: The bundle was cancelled or closed without full completion.

About relation states

Relation states show how each of the WOOs progresses and helps the bundle progress.

Possible transitions of the relation state

New State of the Work Order Operation	Scenario	Relation State
SCHEDULABLE	When the WO operation in the bundle acquires the SCHEDULABLE status (i.e., when creating a new bundle including an operation in SCHEDULABLE status), the relation gets generated in SCHEDULABLE status.	SCHEDULABLE: the operation may be rescheduled, even though it remains related to the bundle.
TO_RESCHEDULE	When the aggregated WO operation included in the bundle acquires the TO_RESCHEDULE status without entering an outcome (i.e., when canceling the scheduling of a bundle which includes an operation in TO_RESCHEDULE status prior to its scheduling), the relation upgrades to the SCHEDULABLE status.	SCHEDULABLE: The operation may be rescheduled, even though it remains related to the bundle.
TO_RESCHEDULE	When the aggregated WO operation included in the bundle acquires the TO_RESCHEDULE status following the accounting (i.e., when entering a partial outcome), the relation upgrades to the CLOSED status.	CLOSED: The operation is no longer related to the bundle and may therefore be rescheduled as a single operation or as an operation belonging to a new bundle.
PLANNED	When the aggregated WO operation included in the bundle acquires the PLANNED status (i.e., when scheduled in the daily plan), the relation upgrades to the PLANNED status.	PLANNED: The operation is scheduled, and remains related to the bundle.
FIXED	When the aggregated WO operation included in the bundle acquires the FIXED status (i.e., when validating the daily plan the bundle is scheduled for), the relation remains in PLANNED status.	PLANNED: The operation is scheduled, and remains related to the bundle.
SUBMITTED	When the aggregated WO operation included in the bundle acquires the SUBMITTED status (i.e., when the field operator synchronizes for the first time the day the bundle is scheduled for), the relation remains in PLANNED status.	PLANNED: The operation is scheduled, and remains related to the bundle.
IN_CHARGE	When the aggregated WO operation included in the bundle acquires the IN_CHARGE status (i.e., when taken charge of by the field operator), the relation upgrades to the IN_PROGRESS status.	IN_PROGRESS: The operation is being carried out, and remains related to the bundle.
IN_EXECUTION	When the aggregated WO operation included in the bundle acquires the IN_EXECUTION status (i.e., when taken charge of by the field operator), the relation upgrades to the IN_PROGRESS status.	IN_PROGRESS: The operation is being carried out, and remains related to the bundle.
CLOSED	When the aggregated WO operation included in the bundle acquires the CLOSED status following the final accounting (i.e., when entering a final outcome), the relation upgrades to the CLOSED status.	CLOSED: The operation is no longer related to the bundle.
CANCELLED	When the aggregated WO operation included in the bundle acquires the CANCELLED status (i.e., when canceled), the relation upgrades to the CLOSED status.	CLOSED: The operation is no longer related to the bundle.
LOCKED	When the aggregated WO operation included in the bundle acquires the LOCKED status (i.e., when the WO it belongs to gets locked), the relation upgrades to the CLOSED status.	CLOSED: The operation is no longer related to the bundle and may therefore be rescheduled as a single operation or as an operation belonging to a new bundle, when unlocking the WO.

The table does not consider the OPEN or DRAFT status, since the operations included in the bundle may not acquire either of them.

Bundle state transitions

⚠️ Important: The following table is not intended to detail the status transitions defining relations; for further details, please check the table provided above.

Initial Bundle State	New Relation State	Scenario	New Bundle State
SCHEDULABLE	SCHEDULABLE	When a bundle is in SCHEDULABLE status and the relation upgrades to SCHEDULABLE, the bundle remains in SCHEDULABLE status and may be planned.	SCHEDULABLE
SCHEDULABLE	PLANNED	When a SCHEDULABLE bundle gets planned, all the SCHEDULABLE relations it contains upgrade to the PLANNED status and so does the bundle. The bundle may include relations in CLOSED or CANCELLED status which are not impacted by planning.	PLANNED
SCHEDULABLE	CLOSED	When a bundle is in SCHEDULABLE status and one of the relations upgrades to the CLOSED one (i.e., when canceling the WO operation), if the bundle still contains given SCHEDULABLE relations, it remains in SCHEDULABLE status and may therefore be planned.	SCHEDULABLE
SCHEDULABLE	CLOSED	When a bundle is in SCHEDULABLE status, one of the relations upgrades to the CLOSED one and all the other relations contained in it are in CLOSED or CANCELLED status, so that the bundle may no longer be active and upgraded to the CLOSED status.	CLOSED
SCHEDULABLE	CANCELLED	When a bundle is in SCHEDULABLE status, one of the relations upgrades to the CANCELLED one and all the other relations are in CANCELLED or CLOSED status, so that the bundle may be canceled and upgraded to the CANCELLED status.	CANCELLED
PLANNED	SCHEDULABLE	When the scheduling of a PLANNED bundle gets canceled, all the PLANNED relations it contains upgrade to the SCHEDULABLE status and so does the bundle. The bundle may include relations in CLOSED or CANCELLED status which are not impacted in terms of scheduling cancellation.	SCHEDULABLE
PLANNED	PLANNED	When a bundle is in PLANNED status and the relation upgrades to the PLANNED status (i.e., when dragging/dropping activities in the daily plan to edit the scheduling), the bundle remains in PLANNED status.	PLANNED
PLANNED	IN_PROGRESS	When a bundle is in PLANNED status and the relation upgrades to the IN_PROGRESS one (i.e., when the bundle operation is taken charge of by the field operator), the bundle upgrades to the IN_PROGRESS status, this entailing that it is being performed and may no longer be canceled.	IN_PROGRESS
PLANNED	CLOSED	When a bundle is in PLANNED status and one of the relations upgrades to the CLOSED one (i.e., when the WO operation is accounted), if the bundle still contains given PLANNED relations, it upgrades to the IN_PROGRESS status, this entailing that it is being performed and may no longer be canceled.	IN_PROGRESS
PLANNED	CLOSED	When a bundle is in PLANNED status, one of the relations upgrades to the CLOSED one and all the other relations contained in it are in CLOSED or CANCELLED status, so that the bundle is no longer active and upgrades to the CLOSED status.	CLOSED
IN_PROGRESS	PLANNED	When a bundle is in IN_PROGRESS status and one of the relations upgrades to the PLANNED one (i.e., when an operation previously taken over is released to take charge of a new one), if the bundle still contains given IN_PROGRESS relations, it remains in IN_PROGRESS status.	IN_PROGRESS
IN_PROGRESS	PLANNED	When a bundle is in IN_PROGRESS status, one of the relations upgrades to the PLANNED one and all the other relations contained in it are in PLANNED or CANCELLED status, so that the bundle regresses to the PLANNED status.	PLANNED
IN_PROGRESS	IN_PROGRESS	When a bundle is in IN_PROGRESS status and the relation upgrades to the IN_PROGRESS one (i.e., when the bundle operation is taken charge of by the field operator), the bundle remains in IN_PROGRESS status, this entailing that it is being performed and may not be canceled.	IN_PROGRESS
IN_PROGRESS	CLOSED	When a bundle is in IN_PROGRESS status and one of the relations upgrades to the CLOSED one (i.e., when the WO operation is accounted), if the bundle contains given CLOSED or CANCELLED relations, it remains in IN_PROGRESS status, this entailing that it is being performed and may not be canceled.	IN_PROGRESS
IN_PROGRESS	CLOSED	When a bundle is in IN_PROGRESS status, one of the relations upgrades to the CLOSED one (i.e., when a WO operation is accounted) and all the other relations contained in it are in CLOSED or CANCELLED status, so that the bundle is no longer be active and upgrades to the CLOSED status.	CLOSED
CLOSED	*	The bundle is closed and no longer active, therefore its status may not change accordingly to that of relations.	CLOSED
CANCELLED	*	The bundle is canceled, therefore its status may not change accordingly to that of relations.	CANCELLED

Connecting concepts and tasks

You can view the bundle state and the relation states of work orders.

When you unbundle an operation, the relation state of the affected work orders changes.

The processing logs provide detailed records of state transitions for both bundles and their related operations.